Offering investors a precise view of the markets relevant to any investment process
Industry Classification Benchmark
Representative & modular
Built for the demands of global investors
Learn more about FTSE global equities
Accurately reflects the investible global universe
Adaptable to change
of the global equity market
cross-border portfolio investment assets
Free-float adjusted and screened for liquidity for ease of replication
A world of possibilities
* Data pro forma as of December 31, 2016 for FTSE Russell and Citi Fixed Income Indices. Data as reported on March 31, 2017 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. 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.Data as of December 31, 2016 as reported on March 31, 2017 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. 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.
** Date as of April 30, 2017 as reported by Morningstar.
Morningstar is the copyright owner of the Morningstar information used by FTSE Russell to calculate the data included in this presentation. All rights reserved 2017. The Morningstar information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
$42.4 trillion net market cap
~3,100 large and mid cap stocks
Invest in the future
Regularly reviewed and balanced for turnover, you can rely on our built-in mechanisms to ensure your index adapts to changing market conditions.
$43.6 trillion net market cap
Our industry is undergoing profound change. We strive to lead from the heart of it to:
Choosing the right tool and index has never been more important.
How an index captures global, regional and sector exposures affects its performance and impacts the way you might think about your investments. FTSE GEIS combines a global perspective with knowledge gained through developing local benchmarks for markets around the world, giving you a clearer view of the world’s equity markets.
Serve as a forum for industry innovation
Transparent & reliable
$4.6 trillion net market cap
Our methodology is clear enough to be replicated by users, with unambiguous construction rules and strong governance central to the ongoing integrity of the indexes.
FTSE Global Small Cap
Covers more than 98% of the world’s investable market capitalization, and all of the practical investment opportunities in the given asset class.
World equity markets made clearer through local knowledge
Our modular index construction supports a broad spectrum of sub-indexes based on standard factors or customized needs.
H1 88 / 96
H2 43 / 55
H3 28 / 39
Lead 22 / 33
Body 17 /25
Source 11 /18
H1 88 / 99
H2 63 / 83
H3 42 / 56
Lead 33 / 50
Body 26 / 35
Source 16 / 17
in tracking ETF assets
Worldwide, investors continue to diversify equity and debt portfolios away from a domestic bias and into a global diversified portfolio.
in assets benchmarked
Why FTSE Russell
Includes markets that are accessible, and adjusts constituent weights for any shares not freely available to the public. Incorporates free float adjustment, liquidity screens and other measures designed for ease of replication.
$48.2 trillion net market cap
~7,700 large, mid,
© 2018 London Stock Exchange Group plc and its applicable group undertakings (the “LSE Group”). The LSE Group includes (1) FTSE International Limited (“FTSE”), (2) Frank Russell Company (“Russell”), (3) FTSE TMX Global Debt Capital Markets Inc. and FTSE TMX Global Debt Capital Markets Limited (together, “FTSE TMX”), (4) MTSNext Limited (“MTSNext”) and (5) Mergent, Inc. (“Mergent”). All rights reserved.
FTSE Russell® is a trading name of FTSE, Russell, FTSE TMX, MTS Next Limited and Mergent. “FTSE®”, “Russell®”, “FTSE Russell®”, “MTS®”, “FTSE TMX®”, “FTSE4Good®”, “ICB®”, “Mergent®” and all other trademarks and service marks used herein (whether registered or unregistered) are trademarks and/or service marks owned or licensed by the applicable member of the LSE Group or their respective licensors and are owned, or used under licence, by FTSE, Russell, MTSNext, FTSE TMX, or Mergent.
All information is provided for information purposes only. All information and data contained in this publication is obtained by the LSE Group, from sources believed by it to be accurate and reliable. Because of the possibility of human and mechanical error as well as other factors, however, such information and data is provided "as is" without warranty of any kind. No member of the LSE Group nor their respective directors, officers, employees, partners or licensors make any claim, prediction, warranty or representation whatsoever, expressly or impliedly, either as to the accuracy, timeliness, completeness, merchantability of any information or of results to be obtained from the use of the FTSE Russell products or the fitness or suitability of the products for any particular purpose to which they might be put. Any representation of historical data accessible through FTSE Russell is provided for information purposes only and is not a reliable indicator of future performance.
No responsibility or liability can be accepted by any member of the LSE Group nor their respective directors, officers, employees, partners or licensors for (a) any loss or damage in whole or in part caused by, resulting from, or relating to any error (negligent or otherwise) or other circumstance involved in procuring, collecting, compiling, interpreting, analysing, editing, transcribing, transmitting, communicating or delivering any such information or data or from use of this material or links to this material or (b) any direct, indirect, special, consequential or incidental damages whatsoever, even if any member of the LSE Group is advised in advance of the possibility of such damages, resulting from the use of, or inability to use, such information.
No member of the LSE Group nor their respective directors, officers, employees, partners or licensors provide investment advice and nothing contained in this material or accessible through FTSE Russell, including statistical data and industry reports, should be taken as constituting financial or investment advice or a financial promotion.
This publication may contain forward-looking assessments. These are based upon a number of assumptions concerning future conditions that ultimately may prove to be inaccurate. Such forward-looking assessments are subject to risks and uncertainties and may be affected by various factors that may cause actual results to differ materially. No member of the LSE Group nor their licensors assume any duty to and do not undertake to update forward-looking assessments.
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FTSE Global Equity Index Series (GEIS)
Build consensus around the next generation of indexes
FTSE GEIS: Indexing the world
Seeks exhaustive coverage of the investible universe
A leader in global equity and fixed income indexes to investors worldwide.
Pioneer in smart beta and factor indexing.
Provider of leading China indexes and emerging market benchmarks.
FTSE Global All Cap
More about our methodology
and small cap stocks
$5.7 trillion net market cap
Latest insights: Read “Indexing the World”
Source: FTSE Russell. Data as at July 31, 2017
Combines global expertise with local market knowledge to create a range of indexes across asset classes tailored to your needs (including global, regional, country, sector and thematic views).
unique indexes calculated
With over 50 years of index design and maintenance and a strong commitment to index governance, FTSE Russell is a leading source of market information. Our indexes combine academic rigor with practical relevance—so you can use them with confidence to inform your investment process.
Combining the expertise of over 100 researchers with the knowledge of our partners and our internal and external committees—FTSE Russell offers deep global, multi-asset index capabilities. We use this knowledge to provide you with indexes that are built to meet your particular investment need—across markets and asset classes.
As markets and regulations respond to new technology and investment thinking, new opportunities for indexes will continue to emerge.
Our flagship benchmark family is designed to help you build the next generation of financial products, such as index-tracking funds, derivatives, and exchange traded funds (ETFs), with the reliability you need for your performance benchmarks.
Source: International Monetary Fund
Between 2001 and 2016,
cross-border portfolio investment
assets of investors located in the
G7 countries rose significantly.
Embrace the next generation
Features & benefits