LSEG/FTSE Russell

  Company Overview

LSEG has developed FTSE Russell as a strategic business, focusing initially on vanilla indices then expanding to OTC markets, value added products and analytics. FTSE Russell has also developed joint ventures with exchanges, especially in Asia to manage, distribute, and promote, local indices. Rather than build in-house FTSE Russell has been acquisitive: •2011 Buying outstanding 50% of FTSE from Pearson owner of the FT •2014 Purchased Russell for US$2.7 Billion (non-index business resold for US$1.2B) •2017 Acquires Citi’s Yieldbook for US$685 Million (fixed income indices & analytics) •2019 Buys Mergent to integrate analytics and data into FTSE Russell products Key Statistics: •2019 AUM linked to FTSE Russell US$15 Trillion (Number 1 of all index creators) •AUM Percentage of IPE’s Top 400 Asset Managers 23%

Type of business
Data Source

Region
Europe

Specialisation
Index Creator

  Corporate Details

  Website Analysis

  Key Products & Services

Key Index Families: 1. Equity, 2. Fixed Income 3. Alternatively Weighted 4. Real Estate 5. Sustainable Investment 6. Infrastructure 7. Factors 8. Multi-Asset Class 8. Resources, 9. Government & Policy 10. ETFs & Derivatives 11. Customisable Indices Analytics: 1. Yield Book Fixed Income models, risk measures, scenario and cash flow analysis and return attribution to historical analysis at the individual security, sector, portfolio & benchmark-level 2. Yield Book API access to data & analytics 3. Yield Book Classic, single security, portfolio & benchmark calculations 4. Yield Book Calculator 5. Yield Book Q Index, research & analyse index ideas and back-test potential indexes historically Data: 1. Financial Data 2. Professional Data 3. Academic Data 4. Industry Classification Benchmark (ICB) and 5. Sustainability & ESG data

  Business Potential