Bringing you live news and features since 2006 

Russell expands investment discipline indexes

RELATED TOPICS​

Russell Investments will expand its Investment Discipline Indexes (IDIs) to include US small cap indexes. Specifically, four new Investment Discipline Indexes will be added to Russell’s lineup, each reflecting a particular approach to small cap security selection commonly practiced by professional money managers.

“We are very excited to expand our line of investment discipline indexes into the small cap arena, where we believe our clients can particularly benefit from high quality tools. These indexes draw from Russell’s strength in researching professional money managers and our pioneering history in indexing, particularly in small cap stocks,” says Rolf Agather (pictured), managing director of index research and innovation at Russell Investments. “Over time, Russell analysts have identified common characteristics and preferences among investors seeking attractive investment opportunities across capitalizations. Our new small cap investment discipline indexes provide additional tools for small-cap investors to gain exposure to these strategies.”

To expand the Russell Investment Discipline Indexes to the small cap arena, Russell analysts defined the four most widely practiced approaches of professional investment managers of small cap and categorised them into individual investment disciplines. The new Investment Discipline Indexes include the Russell US Small Cap Aggressive Growth Index, Russell US Small Cap Consistent Growth Index, Russell US Small Cap Low P/E Index and Russell US Small Cap Contrarian Index.
Russell Investments, a leader in US equity indexes, introduced the concept of small-cap equity indexes in 1984. Today, the Russell Indexes currently have US USD3.9 trillion in assets benchmarked to them. The new small cap Investment Discipline Indexes build on the original methodology behind Russell’s six US large cap investment discipline indexes, introduced in May of this year.

Latest News

As the ETF industry reaches a milestone of USD12.71 trillion in global assets, Brown Brothers Harriman writes that its 2024..
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin closed last week at approximately USD66,300, marking a 7.8 per..
HSBC Asset Management’s (HSBC AM) ETF and Indexing business has passed USD100 billion in assets under management (AUM), reflecting its..
Amundi’s ETF Market Flows Analysis for April reveals that investors added EUR54.1 billion to global ETFs in April with equities..

Related Articles

Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Emily Spurling, Nasdaq
Last October’s ETF Express US Awards 2023 found Nasdaq winning Best Index Provider – ESG ETFs and Best Index Provider...
Vinit Srivistava, MerQube
Index provider, MerQube, launched in 2019, with the aim of providing a “technology-driven answer to the most complex, rules-based investment...
Sean O' Hara
Pacer ETFs has announced the launch of three Cash Cows UCITS ETFs. The firm writes that this will give European...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by