Voices of the IIA – Suzanne Ropeta, Morningstar

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 the index industry…

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Member 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. …

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Member 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,…

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Index 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.

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Innovation, 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…

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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…

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IIA 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…

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IIA 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…

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What 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….

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Index Industry Association’s Third Annual Global ESG Asset Manager Survey

Index Industry Association’s Third Annual Global ESG Asset Manager Survey Despite recent global economic uncertainty and geopolitical turbulence, asset managers reported strong growth in ESG investment over the past year across asset classes and believe it will continue well into the future. The report explores: The state of ESG investment among asset managers today and…

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IIA 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…

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Women’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…

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Voices 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…

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Voices 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…

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Voices 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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ESG Fixed-Income Exposure: Index Providers Respond to Asset Manager Demand

By Rick Redding, CFA Originally published November 30, 2022 in the CFA Institute’s “Enterprising Investor” What does the latest Index Industry Association (IIA) global membership survey reveal about current trends in indexes and benchmarks? Chief among the key data points is that the rapid expansion of environmental, social, and governance (ESG) indexes continues to gain momentum and diversify…

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ESG Criteria: Global Asset Managers Expand Their Embrace

By Rick Redding, CFA Originally published September 7, 2022 in the CFA Institute’s “Enterprising Investor” The number of environmental, social, and governance (ESG) benchmarks and indexes demanded by the asset management community has grown at an unprecedented rate over the past two years. That’s according to our latest survey of Index Industry Association (IIA) members. Unpacking these…

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Insights from the IIA’s Second Annual Global ESG Asset Manager Survey

The IIA released our Second Annual Global ESG Survey of Asset Managers. This year’s survey examined the evolving role of ESG investment in the asset management industry and the growth it experienced in the face of geopolitical instability, a 40 year high in inflation and six months of market volatility. We once again, partnered with…

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