WE BUILD THE INDEXES THAT
HELP WEALTH ADVISORS FOCUS ON CLIENT GOALS
More than $3.75T of investment product assets passively track FTSE Russell indexes. Wealth managers and institutional investors around the world select these investment products to build portfolios that meet their clients’ specific investment objectives. Analytics tools designed for financial advisors support proportional allocation to asset classes and potentially improve risk-adjusted returns, along with simple portfolio-level performance reporting and customizable capabilities like ESG ratings.
*Data as of December 31, 2018 as reported on April 1, 2019 by eVestment for institutional assets, Morningstar for retail mutual funds, insurance products, and ETFs, and additional passive assets directly collected by FTSE Russell. AUM data includes blended benchmarks and excludes futures and options. AUM data will not include active and passive assets not reported to a 3rd party source or FTSE Russell. Passive assets directly collected by FTSE Russell have been removed from third party sources to prevent double counting. No assurances are given by FTSE Russell as to the accuracy of the data.
WE’RE A DIFFERENT KIND OF INDEX PROVIDER
NOTE: All data in the table above are estimated by FTSE Russell
1 Morningstar, December 31, 2019.
2 Morningstar, June 2020
3 Data as of December 31, 2019 as reported on April 1, 2020 by eVestment for institutional assets, Morningstar for retail mutual funds, insurance products, and ETFs, and additional passive assets directly collected by FTSE Russell. AUM data includes blended benchmarks and excludes futures and options. AUM data will not include active and passive assets not reported to a 3rd party source or FTSE Russell. Passive assets directly collected by FTSE Russell have been removed from third party sources to prevent double counting. No assurances are given by FTSE Russell as to the accuracy of the data.
4 Based on FTSE Russell clients as of April 2019 and Pension & Investments list of top 100 worldwide asset managers.
FTSE RUSSELL INDEX SERIES
OUR COMMITMENT
To help our clients capture
opportunity, manage risk,
and find a competitive advantage
