- 地域やリスク・エクスポージャーの選択を問わず、クロスアセット市場のパフォー マンスを幅広く測定
- 米国、欧州、中国を含む世界・地域の主要資産クラスのほか、新興国市場の主要資 産クラスをも網羅した広範なインデックスで構成
- 業界をリードする FTSE Russell の株式および債券のグローバル・ベンチマーク・ ファミリーを活用
- 本シリーズは複数資産クラスの投資家向けに設計され全面的にカスタマイズが可能 で、FTSE Russell の透明性の高いインデックス・ガバナンスの枠組みで管理される
マルチアセット・インデックス、データおよび分析の世界的なリーディング・プロバイダーであるFTSE Russellは、本日付けでFTSE Multi-Asset Composite Index Seriesの導入を開始しました。この新たなシリー ズは、地域やリスク・エクスポージャーの選択を問わず、クロスアセット市場のパフォーマンスを幅広く測定 する設計になっています。このシリーズは、業界をリードするFTSE Russellの株式および債券のグローバル・ ベンチマーク・ファミリーを活用したものであり、米国、欧州、中国なお、世界・地域の主要資産クラスのほ か、新興国市場の主要資産クラスをも網羅した広範なインデックスで構成されています。
この新たなインデックス・シリーズは、投資した複数資産クラスのパフォーマンスを一貫した正確な方法で測 定することを求めるお客様の要望に応えるために開発されたものです。新シリーズは、FTSE Russellの透明性 の高いグローバル・インデックス・ガバナンスの枠組みで管理され、ニーズに応じて全面的なカスタマイズも 可能です。市場参加者は自らの戦略にあわせて株式と債券への配分を選択(80/20、60/40、50/50、30/70 など)することが可能で、資産クラス、組み入れ比率、通貨、国、セクター、ヘッジなど、様々な方法でさら にカスタマイズすることができます。
FTSE Russel の Scott Harman(Global Product Management の Managing Director)は以下のよう に述べています:
「これは FTSE Russell がグローバル・マルチアセット関連プロダクトの拡大を図るうえで、一つの重要なス テップとなるものであり、最近行われた債券の新しい国分類の枠組み導入および FTSE Market Based Allocation Index Series の開始に続くものです。お客様のニーズに対応するため、株式や債券について当社独自の新たな手法で幅広い当社インデックス能力を活用できることは誠に喜ばしいことです。この新たなインデ ックス・シリーズは運用業界におけるギャップを埋めるとともに、リスク許容度の定義やアセット・アロケー ション投資戦略のベンチマークとしての新たな業界標準を確立することになります」
FTSE Multi-Asset Composite Index Seriesの詳細な情報については、FTSE Russelのウェブサイトでご覧に なれます
For further information:
Global Media
Lucie Holloway
+44 (0)20 7797 1222
Tim Benedict
+1 (917) 582 0641
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