Indrani De, CFA, PRM
Head of Global Investment Research
Marina Mets
Head of Fixed Income, Currencies and Commodities, Americas
Julien Moussavi, Ph.D.
Head of Sustainable Fixed Income Product
Key takeaways:
- The FTSE Lifecycle Indices follow a glidepath model, which adjusts asset allocations over time
- The model starts with a higher allocation to equities during the early, risk-tolerant years of an investor’s life and shifts gradually towards lower-risk fixed income assets as the target date — typically retirement — approaches
- The FTSE Lifecycle Screened Select Index Series introduces an ESG-focused variant
Points of differentiation:
- The FTSE Lifecycle indices are built using well-established FTSE Russell indices as building blocks
- The FTSE Lifecycle Screened Select Index Series embeds environmental, social, and governance (ESG) criteria, catering to investors interested in sustainable finance strategies
- The Lifecycle framework can be adapted to meet both traditional financial objectives and individual investor preferences for sustainable investing
What does our research mean for investors?
The new FTSE Lifecycle Screened Select Index Series enables a strategic approach to building wealth. They can help in retirement planning and as a tool for investment managers.
