The nature and role of financial benchmarks in supporting vibrant capital markets
The IIA explains the critical role of financial benchmarks in supporting vibrant capital markets. Read the full comments here.
Read MoreIndex Minutes: Methodology
Voices of the IIA – Varun Pawar, ICE
Articles, Member Insight Voices of the IIA – Varun Pawar, ICE May 28, 2024 The Index Industry Association sat down with Varun Pawar, ICE Fixed Income & Data Services Chief Product Officer and recently appointed IIA Board Member, to get his thoughts on his career journey, current role and opportunity for the global index industry….
Read MoreVoices of the IIA – Suzanne Ropeta, Morningstar
Articles, Member Insight Voices of the IIA – Suzanne Ropeta, Morningstar May 6, 2024 The Index Industry Association recently caught up with Suzanne Ropeta, Head of Global Marketing for Morningstar Indexes and Morningstar Sustainalytics to learn more about her background, current role and opportunities ahead for Morningstar. Q: Tell us about your background in…
Read MoreMember Insight: “Indices and Benchmarks Made Clear” – FTSE Russell
Investors who hear the word “benchmark” often use it interchangeably with the word “index.” But there are differences between the terms, and Index Industry Association member FTSE Russell aims to clear up misconceptions with its report, “Indices and Benchmarks Made Clear”, authored by David Sol, FTSE Russell Managing Director and Global Head of Policy and Governance. …
Read MoreMember Insight: “Remember the Retail Investor!” – Morningstar
Morningstar Chief Indexing Officer Gareth Parker writes about the importance of educating retail investors on the benefits of index-based investing, noting that the topic “isn’t understood” among even the most savvy retail investors. In the article, Parker gives a “rundown of the benefits of indexing” noting that it is a “strategy that combines market returns,…
Read MoreIndex Minutes: Regulations Review, Part Two
In part two of his review of index industry regulations, Bloomberg Global Head of Index Governance Vinay Reddy reviews why safeguards are important for investors and the industry at large.
Read MoreIndex Minutes: Regulations Review, Part One
Bloomberg Global Head of Index Governance Vinay Reddy reviews how the global index industry is regulated including a review of oversight functions, good governance, and EU and UK rules.
Read MoreIndex Minutes: Evolution of the Index Industry
S&P Dow Jones Head of U.S. Index Investment Strategy Anu Ganti reviews the evolution of the index industry and gives statistics on the rise of passive investing.
Read MoreIndex Minutes: Inside a Financial Index
FTSE Russell Director of Product Management Catherine Yoshimoto reviews the basics of a financial index, including methodology, weighting, and the relationship between index providers and asset managers.
Read MoreInnovation, Opportunity Define the Future of the Indexing Industry
Articles Innovation, Opportunity Define the Future of the Indexing Industry March 18, 2024 Perspective from Fiona Bassett, IIA Chair and FTSE Russell CEO Cutting edge technology, artificial intelligence, data science, huge structural tailwinds, disruption, enormous growth potential – are we describing an emerging new tech sector? In fact, we are describing the world of indexing…
Read MoreWomen Leaders in the Index Industry: A Panel Discussion
Member Insight: “Ingredients of Index Construction”- Nasdaq
Articles, Member Insight Member Insight: “Ingredients of Index Construction”- Nasdaq February 13, 2024 A Market Makers article from IIA member Nasdaq reviews the basic “ingredients” that are needed to create a financial index. The article, “Ingredients for Index Construction,” was written by Nasdaq Chief Economist Phil Mackintosh and Nasdaq Head of Americas Index Product Development…
Read MoreIIA Updated Comments on EU Benchmark Regulation (BMR) Review
The IIA released updated comments on the EU BMR, following a draft report by Rapporteur Fernandez. The IIA welcomes the draft report by Rapporteur Fernandez and appreciates that in the report the rapporteur agrees with the main objectives of the revision as proposed by the European Commission and as predominantly also agreed to by the…
Read MoreIndex Industry Association Concerns with the European Parliament’s Retail Investment Strategy Draft Report
The Index Industry Association (IIA) supports the objective of encouraging retail investment and believes this will bring significant benefits to both retail investors and the European capital markets. To this end, we welcome the adoption of a Retail Investment Strategy that allows European retail investors to benefit from lower costs and better access to investment…
Read MoreIIA Position on EU Benchmark Regulation Review
The Index Industry Association (IIA) welcomes the European Commission initiative to reduce reporting requirements by 25%, in line with the objective to boost the EU’s long-term competitiveness. The Proposal to review the Benchmark Regulation’s (BMR) scope and third- country regime is a concrete and welcomed measure to achieve this objective. The IIA supports the BMR’s…
Read MoreWhat is a Financial Index?
Videos What is a Financial Index? November 13, 2023 If you follow markets, you’ve heard about indexes. But do you know exactly what an index does and why you can’t invest in one itself? This video provides an overview of the financial index and describes the critical products and services indexes provide to global investors….
Read MoreHow Asset Managers Are Evolving on ESG: A Conversation with Rick Redding and Mark Purdy
How Asset Managers Are Evolving on ESG: A Conversation with Rick Redding and Mark Purdy September 22, 2023 IIA CEO Rick Redding speaks with one of the author’s of the 2023 IIA ESG Survey, Mark Purdy, managing director of Purdy Associates. In this conversation, they discuss some of the surprising findings this year. They also…
Read MoreVoices of the IIA – Tom Kuh, Morningstar Indexes Head of ESG Strategy
Voices of the IIA – Tom Kuh, Morningstar Indexes Head of ESG Strategy September 20, 2023 Tom Kuh, Morningstar Indexes Head of ESG Strategy The IIA sat down with Thomas Kuh, Head of ESG Strategy for Morningstar Indexes, to talk about his role at Morningstar, perspectives gathered from his more than 30 years in ESG…
Read MoreIndex Industry Association’s Third Annual Global ESG Asset Manager Survey
Index Industry Association’s Fourth Annual Survey of Global Asset Managers Entering 2024, change was afoot in the asset management industry driven by an anticipated volatile economic environment, an election super cycle, political polarization around ESG investing and unbridled hype around AI. At the mid-point of the year, a clearer picture began to emerge of how…
Read MoreIIA Response to the European Commission’s Call for Evidence on the Review of the Scope and Third-Country Regime of the EU Benchmark Regulation
The Index Industry Association (IIA) has submitted a response to the European Commission’s Call for Evidence on the review of the scope and third-country regime of the EU Benchmark Regulation. In the response, the IIA reaffirmed its position that all benchmarks do not present the same levels of systemic risk, and that the Benchmark Regulation’s…
Read MoreWomen’s History Month Panel Reflects on Index Industry Embracing Diversity
The IIA recently gathered leaders from global index providers to discuss progress the financial industry has made in creating and fostering opportunities for women. In the Voices of the Index Industry webinar, moderator Deborah Fuhr, ETFGI’s managing partner & founder and co-founder of Women in ETFs, acknowledged the industry’s diversity while hearing each panelist’s unique…
Read MoreVoices of the IIA – Lauren Young, Cboe Global Markets
The IIA sat down with Cboe Senior Director of Index Governance Lauren Young to talk about, among other topics, her role at Cboe, what she’s most excited about and how she defines leadership. Q: What do you enjoy most about your role at Cboe? One thing I greatly enjoy about my role within Cboe Global…
Read MoreVoices of the IIA – Molly McGregor, Qontigo
As head of global marketing and communications for Qontigo, Molly is responsible for global brand and market positioning, product marketing and go-to-market campaigns, corporate communications, media and advertising, global conferences and events. She recently offered her perspective on what is most challenging and rewarding about her role, inclusive leadership and engaging clients in a post-pandemic…
Read MoreVoices of the IIA – Amelia Furr, Morningstar Indexes
The IIA sat down with Amelia Furr, Global Head of Sales for Morningstar Indexes, to talk about her role at Morningstar, her thoughts on inclusive leadership and the role of women in the index industry, what she is most excited about for the index industry and how she defines leadership. Q: What is the most…
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