• Embracing China's economic shift through the total China concept

    FTSE Russell    Alex Chen, Ph.D., CFA Senior Research Analyst , Christopher Vass, Senior Product Manager
    30 Jul 2018

    As the mainland China equity market continues to open to overseas investment the ability for international investors to gain access to this large and growing market has become easier.  The questions for international investors are whether they need to include China A shares in their existing China portfolios, and what to do with their existing holdings of overseas China?  This paper highlights that to gain a complete exposure to China equities investors need to diversify across all the different China shares classes.

    This article qualifies for 0.5 CE under the guidelines of the CFA Institute Continuing Education Program. 
    We encourage CFA Institute members to login to the CE tracking tool to self-document these credits.
  • Clear Path Analysis Report: Sustainable smart beta investing for institutional investors

    Toshihiro Okada    FTSE Russell, Jeremy Randall, David Underwood, Paul R. T. Johnson Jr, Meryam Omi, Tony Campos, David Harris, Koen Van de Maele, Chris Varco, Robert Whitelaw, Kenneth St. Amand II
    16 Nov 2017

    Recently, a major shift has been observed among asset owners who once took a “tokenistic” approach toward environmental, social and governance (ESG) and are now looking to integrate it into core investment strategies. The pensions industry considers ESG themes, including the transition to a green economy, as an integrated part of their investment philosophy and processes. Asset owners, including defined benefit schemes, are citing ESG risks as central to their fiduciary responsibility. FTSE Russell recently surveyed 200 asset owners globally and asked what their strongest motive was for incorporating ESG considerations into their investment decisions.
  • Passive Aggressive: Is ESG integration into passive becoming the new norm?

    16 Nov 2017

    The world of index-based investing is in flux as ESG integration into passive is on course to become the norm for new mandates. In the last year there has been a quiet revolution taking place as asset owners have been moving to integrate ESG into index designs for new mandates on core passive portfolios.
  • Sustainable Investment and ESG:The past, the present and the future

    06 Sep 2017

    To consider and discuss asset owner perspectives on the past, present and future of sustainable investment, FTSE Russell hosted an asset owner roundtable in London on 6 December 2016. This panel formed part of a high profile event to celebrate the 15th anniversary of the FTSE4Good Index Series and the launch of the ESG Ratings data model on FTSE Russell’s online client analytics platform (QSD).
  • FTSE Russell China Bond Research Report - June

    18 Aug 2016

    FTSE Russell's China Fixed Income Research Paper on the market overview, development of the onshore bond market, regulatory updates, onshore/offshore convergence and other related topics.
  • Preparing for China’s inclusion in global benchmarks - A flexible approach to managing the transition

    15 Aug 2016

    China has shown strong indications that it is willing to open its market to international investors. The approval of QFII/RQFII licenses and quota has been increasing at a tremendous pace since 2011. The launch of the Shanghai-Hong Kong Stock Connect programme last year and the recent confirmation of a stocktrading link between Shenzhen and Hong Kong by the China’s State Council, has shown clear evidence that the Chinese regulators and stock exchanges are making significant efforts to improve the regulatory environment and trading mechanisms. An increasing number of investors are asking questions such as: When will China be included in global benchmarks? What can investors do to prepare for a possible inclusion? This paper aims to answer these questions and is intended for market participants as they prepare for China inclusion in FTSE’s global benchmarks. Section 1 and 2 describe the development of the China A-shares market and the milestones towards its globalization. The FTSE country classification system and the assessment results on China are discussed in Section 3. Section 4 outlines FTSE Russell’s solution to the China A-shares market changes. Conclusions can be found in Section 5.