{"id":3546,"date":"2026-02-05T06:00:00","date_gmt":"2026-02-05T05:00:00","guid":{"rendered":"https:\/\/mueckinvest.de\/?p=3546"},"modified":"2026-02-05T08:00:00","modified_gmt":"2026-02-05T07:00:00","slug":"%f0%9f%8c%8d-ftse-russell","status":"publish","type":"post","link":"https:\/\/mueckinvest.com\/en\/%f0%9f%8c%8d-ftse-russell\/","title":{"rendered":"\ud83c\udf0d Index provider: FTSE Russell"},"content":{"rendered":"<h2 class=\"wp-block-heading\">Der globale Indexanbieter mit starkem Praxisfokus<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">FTSE Russell is one of the largest index providers in the world and a direct competitor of MSCI. Many of the best-known alternatives to MSCI indices come from FTSE - such as the FTSE All-World or FTSE Emerging Markets. FTSE is regarded as more pragmatic, more cost-efficient and often somewhat broader-based. For ETF investors, FTSE is the most important alternative to MSCI.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83c\udf0d 1. why FTSE Russell is so important<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcc8 <strong>Global coverage of all asset classes<\/strong> Equities, bonds, factors, ESG - FTSE covers it all.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83c\udfe6 <strong>Broader definitions than MSCI<\/strong> FTSE categorises some countries differently (e.g. South Korea as a developed market).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcb8 <strong>Popular with ETF providers due to lower licence costs<\/strong> Many ETFs use FTSE because the fees are lower than MSCI.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83e\udde0 <strong>Clear, rule-based, transparent<\/strong> FTSE is known for a very clean, comprehensible methodology.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83e\udde9 2. how FTSE constructs indices<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. country classification<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">FTSE is different:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Developed Markets<\/li>\n\n\n\n<li>Advanced Emerging<\/li>\n\n\n\n<li>Secondary Emerging<\/li>\n\n\n\n<li>Frontier Markets<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u2192 slightly finer than MSCI.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2. weighting according to market capitalisation<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">FTSE also predominantly uses <strong>market-cap-weighting<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3. selection criteria<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Minimum size<\/li>\n\n\n\n<li>Free-float market capitalisation<\/li>\n\n\n\n<li>Liquidity<\/li>\n\n\n\n<li>Tradability<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4. rebalancing<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Four times a year, similar to MSCI.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83d\udcc8 3. where investors use the FTSE<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. global basic indices<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>FTSE All-World<\/strong> (MSCI ACWI alternative)<\/li>\n\n\n\n<li><strong>FTSE Global All Cap<\/strong> (broader than MSCI ACWI IMI)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2. regions &amp; countries<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>FTSE Developed<\/li>\n\n\n\n<li>FTSE Emerging<\/li>\n\n\n\n<li>FTSE Europe<\/li>\n\n\n\n<li>FTSE USA<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3. factors &amp; topics<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Quality<\/li>\n\n\n\n<li>Value<\/li>\n\n\n\n<li>Momentum<\/li>\n\n\n\n<li>High Dividend<\/li>\n\n\n\n<li>ESG variants<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4. bonds<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">FTSE is one of the largest providers of bond indices.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u26a0\ufe0f 4. Risks &amp; challenges<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83c\udf0d <strong>Country classification other than MSCI<\/strong> \u2192 may lead to different weightings.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcc9 <strong>Market capitalisation weighting<\/strong> \u2192 Large companies dominate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcb8 <strong>Broader coverage = more small caps<\/strong> \u2192 can be more volatile.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83e\udde0 <strong>Less well-known among private investors<\/strong> \u2192 although institutionally extremely widespread.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83d\udd2e 5. future trends in the FTSE Russell<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcc8 <strong>More demand for FTSE All-World<\/strong> Many investors are looking for alternatives to MSCI.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83c\udf31 <strong>Strong growth in ESG indices<\/strong> FTSE is very active here.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83e\udd16 <strong>Smart beta enhancements<\/strong> Factor indices are being expanded.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcb6 <strong>More utilisation by European ETF providers<\/strong> Because of the lower licence costs.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u2705 Conclusion<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">FTSE Russell is the main alternative to MSCI - global, broad, transparent and cost-efficient. Many of the most popular global ETFs are based on FTSE indices. Understanding FTSE means understanding a second major pillar of the global index world.<\/p>","protected":false},"excerpt":{"rendered":"<p>Der globale Indexanbieter mit starkem Praxisfokus FTSE Russell ist einer der gr\u00f6\u00dften Indexanbieter der Welt und direkter Konkurrent von MSCI. Viele der bekanntesten Alternativen zu MSCI\u2011Indizes stammen von FTSE \u2014 etwa der FTSE All\u2011World oder FTSE Emerging Markets. FTSE gilt als pragmatischer, kosteneffizienter und oft etwas breiter aufgestellt. F\u00fcr ETF\u2011Anleger ist FTSE die wichtigste Alternative [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"pmpro_default_level":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[59],"tags":[218,390,158],"class_list":["post-3546","post","type-post","status-publish","format-standard","hentry","category-themen-deep-dive","tag-anleihen","tag-emerging-markets","tag-usa","pmpro-has-access"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/mueckinvest.com\/en\/wp-json\/wp\/v2\/posts\/3546","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mueckinvest.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mueckinvest.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/mueckinvest.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/mueckinvest.com\/en\/wp-json\/wp\/v2\/comments?post=3546"}],"version-history":[{"count":3,"href":"https:\/\/mueckinvest.com\/en\/wp-json\/wp\/v2\/posts\/3546\/revisions"}],"predecessor-version":[{"id":3629,"href":"https:\/\/mueckinvest.com\/en\/wp-json\/wp\/v2\/posts\/3546\/revisions\/3629"}],"wp:attachment":[{"href":"https:\/\/mueckinvest.com\/en\/wp-json\/wp\/v2\/media?parent=3546"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mueckinvest.com\/en\/wp-json\/wp\/v2\/categories?post=3546"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mueckinvest.com\/en\/wp-json\/wp\/v2\/tags?post=3546"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}