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Usage of multi-factor, index based strategies has increased...
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In 2014, it was only
What % of respondents adopted smart beta to reduce costs?
What impact has ESG made on decision making?
of respondents are now either implementing
or evaluating ESG considerations in their investment strategies
An all-time high!
What percent of asset owners have adopted smart beta?
the haves and the have nots
smart beta: 2019 global asset owner survey
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
What about 2019?
For more information about our indexes, please visit ftserussell.com.
How does ESG influence these decisions?
more than double
esg making waves...
Download the 2019 reports
What % of asset owners with smart beta allocations plan to apply ESG to their strategy?
Adoption of multi-factor has more than tripled in the last 4 years!
What's driving adoption rates?
Five key findings
Esg around the world
A preview of some of the key findings from the 2019 global asset owner survey
*ESG = Environmental, Social, and Governance