Low Volatility and Equal Weight: Two Popular Smart Beta Approaches Among Advisors; FTSE Russell Survey
(firmenpresse) - SEATTLE, WA -- (Marketwired) -- 11/11/15 -- According to the first FTSE Russell U.S. retail financial advisor survey, smart beta index adoption by financial advisors is prevalent and broad-based. This survey -- -- confirms an increased interest in, and adoption of, multiple smart beta indexes among retail financial advisors.
With growing demand from investors seeking an alternative way to measure the market, FTSE Russell launched the . The index series is designed to reflect the performance of securities exhibiting relatively low beta, or market volatility, where all index constituents are weighted equally and is the basis of Powershares' two new ETFs; the PowerShares Russell 1000® Low Beta Equal Weight Portfolio (USLD) and the PowerShares FTSE International Low Beta Equal Weight Portfolio (IDLB).
"We are seeing growing demand in the investment community for more sophisticated indexes that can measure market exposures efficiently and, in many cases, combine multiple factors. The new series initially includes two indexes based on well recognized market capitalization weighted benchmarks from FTSE Russell. The Russell 1000® Low Beta Equal Weight Index tracks U.S. large cap stocks and the FTSE Developed ex-US Low Beta Equal Weight Index tracks large and mid-cap stocks from developed markets outside the U.S."
"We're excited to be rolling out two new low beta strategies to help our clients potentially reduce portfolio risk. This launch builds on successful recent introductions of the PowerShares Russell 1000® Equal Weight Portfolio (EQAL) in January and a new suite of PowerShares ETFs based on the Russell Pure Style Index Series in May. It's great to expand on our successful alliance and join forces again with a leading global index provider FTSE Russell."
More information on the FTSE Low Beta Equal Weight Index Series can be found on the .
FTSE Russell is a global index leader that provides innovative benchmarking, analytics and data solutions for investors worldwide. FTSE Russell calculates thousands of indexes that measure and benchmark markets and asset classes in more than 80 countries, covering 98% of the investable market globally.
FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. Leading asset owners, asset managers, ETF providers and investment banks use FTSE Russell indexes to benchmark their investment performance and create ETFs, structured products and index-based derivatives.
A core set of universal principles guides FTSE Russell index design and management: a transparent rules-based methodology is informed by independent committees of leading market participants. FTSE Russell is focused on applying the highest industry standards in index design and governance. FTSE Russell is also focused on index innovation and client collaboration as it seeks to enhance the breadth, depth and reach of its offering.
FTSE Russell is wholly owned by London Stock Exchange Group. For more information, visit .
© 2015 London Stock Exchange Group companies.
Views expressed by Ron Bundy and Dan Draper are as of November 11, 2015 and are subject to change.
London Stock Exchange Group companies includes FTSE International Limited ("FTSE"), Frank Russell Company ("Russell"), MTS Next Limited ("MTS"), and FTSE TMX Global Debt Capital Markets Inc ("FTSE TMX"). All rights reserved.
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The London Stock Exchange Group companies do not provide investment advice and nothing in this communication should be taken as constituting financial or investment advice. The London Stock Exchange Group companies make no representation regarding the advisability of investing in any asset. A decision to invest in any such asset should not be made in reliance on any information herein. Indexes cannot be invested in directly. Inclusion of an asset in an index is not a recommendation to buy, sell or hold that asset. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.
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Datum: 11.11.2015 - 15:14 Uhr
Sprache: Deutsch
News-ID 433808
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