Help your clients to achieve their goals with more personalised and precise investment solutions
Over the past two decades, index allocations have become a portfolio staple in the wealth management marketplace. More recently, direct indexing has risen to prominence in the index investing conversation.
As a growing number of wealth management firms and advisors implement direct indexing solutions, it’s essential they don’t underestimate the importance of index selection.
Our goal is to help wealth and asset managers add value for their clients via direct indexing solutions that are carefully tailored to their specific needs and preferences.
Our world-famous benchmarks, such as the Russell US Indexes, provide a solid foundation for personalised investment strategies.
With approximately $12 trillion in investor assets benchmarked to or invested in products based on the Russell US Indexes, advisors trust our indices to provide them with a robust, rules-driven and transparent foundation, providing a clear market segmentation across size (from micro to large cap) and style (growth, value, defensive, dynamic).
And if you are looking for an even more personalised approach, our team of leading research professionals and market experts can work with you to create the right solution for your clients, whether it’s helping them to meet specific risk objectives or achieve the particular responsible investment goals that are important to them.
Features & benefits
Why use FTSE Russell indices?
The definitive benchmark for US equities. A broad ecosystem to support your direct indexing solutions and help you add value
Our world-famous Russell Style Indexes give you a precise measure of growth and value
Indices, data and expertise to help you meet your clients’ sustainable investment objectives with more precision
The index matters – Find out why
It is a common misperception that two indices covering the same market segment must be, essentially, interchangeable. But a better constructed index can enable you to capture your clients’ investment requirements with greater precision and get earlier access to fast-growing stocks. How your index is constructed and maintained may sound theoretical – but the potential impact on performance is real.
FTSE Russell survey: The direct indexing opportunity
Market participants across the wealth industry, including wealth management firms, asset management firms, investment platform providers and digital/robo advice providers, share their views on the evolution of the direct indexing opportunity.
- Participants believe direct indexing will allow their advisors to better demonstrate value to clients
- 81% have high interest in offering direct indexing solutions to advisors
- 76% ranked direct indexing as a top priority over the next 12 months
- Firms may be underestimating what puts the ‘index’ in direct indexing. The foundation of direct indexing involves the timely capture, calculation and maintenance of accurate, institutional-grade index data.
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