- 富時羅素順利完成將中國A股納入全球股票基準指數的第一階段
- 納入後中國A股占富時新興市場指數約6%
- 目前富時新興市場全盤指數包含1,051只大、中、小盤中國A股
- 這一里程碑事件反映中國不斷深化市場改革,擴大全球投資者的投資管道
富時羅素是全球指數、數據和分析方案提供商,在2018年9月將中國A股分類為次級新興市場後,已經成功地完成了將中國A股納入其全球股票指數的第一階段。第一階段自2019年6月開始先後按4個單獨批次實施。此次納入完成後,富時新興市場全盤指數按25%的納入因子納入1,051只大、中、小盤中國A股。這是第一家國際指數提供商在納入過程中囊括不同規模的公司。
富時羅素首席執行官兼倫敦證券交易所集團信息服務部集團董事Waqas Samad說:
“今天我們圓滿完成了將中國A股納入富時全球股票基準指數的第一階段,這也是中國資本市場不斷發展,以及增加全球投資者投資管道的一個里程碑。二十年前,富時羅素就是第一家提供中國基準指數的國際指數提供商。未來我們希望通過與客戶攜手合作,繼續為投資者提供股票和債券投資的基準和分析解決方案。”
倫敦證券交易所集團信息服務部亞太區主管及富時羅素亞太區董事總經理白美蘭說:
“我們很高興順利完成了將中國A股納入富時新興市場指數的第一階段。該指數納入1,051只大、中、小盤的A股公司,令投資更加多樣化。富時羅素是第一家納入A股覆蓋不同公司規模的國際指數提供商。在整個納入過程中,指數用戶對於我們採取的方法給予了積極正面反饋。我們將繼續與客戶及監管方合作,評估未來增加A股納入計劃的時間表。”
中國A股目前約占富時新興市場指數的6%,約1,400億美元資金正在跟蹤富時新興市場指數。下一階段的納入計劃將基於未來市場的發展狀況。富時羅素採用透明、統一的方法審核富時全球股票指數系列所使用的國家分類體系。富時羅素對國家分類採取的是基於大量市場參與者反饋信息的綜合性方法,為投資者提供評估和投資全球股票資產的框架。指數審核根據富時羅素市場質量標準和富時羅素獨立外部顧問委員會的反饋,進行持續性國家分類研究,將市場分類為發達市場、先進新興市場、次級新興市場或前沿市場。
Global Media
Oliver Mann / Lucie Holloway
+44 (0)20 7797 1222
newsroom@lseg.com
Sophie Mou
+852 2164 3267
About FTSE Russell
FTSE Russell is a global index leader that provides innovative benchmarking, analytics and data solutions for investors worldwide. FTSE Russell calculates thousands of indexes that measure and benchmark markets and asset classes in more than 70 countries, covering 98% of the investable market globally.
FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. Approximately $16 trillion is currently benchmarked to FTSE Russell indexes. For over 30 years, leading asset owners, asset managers, ETF providers and investment banks have chosen FTSE Russell indexes to benchmark their investment performance and create ETFs, structured products and index-based derivatives.
A core set of universal principles guides FTSE Russell index design and management: a transparent rules-based methodology is informed by independent committees of leading market participants. FTSE Russell is focused on applying the highest industry standards in index design and governance and embraces the IOSCO Principles. FTSE Russell is also focused on index innovation and customer partnerships as it seeks to enhance the breadth, depth and reach of its offering.
FTSE Russell is wholly owned by London Stock Exchange Group.
For more information, visit FTSE-Russell site.
© 2020 London Stock Exchange Group plc and its applicable group undertakings (the “LSE Group”). The LSE Group includes (1) FTSE International Limited (“FTSE”), (2) Frank Russell Company (“Russell”), (3) FTSE Global Debt Capital Markets Inc. and FTSE Global Debt Capital Markets Limited (together, “FTSE Canada”), (4) FTSE Fixed Income Europe Limited (“FTSE FI Europe”), (5) FTSE Fixed Income LLC (“FTSE FI”), (6) The Yield Book Inc (“YB”) and (7) Beyond Ratings S.A.S. (“BR”). All rights reserved.
FTSE Russell® is a trading name of FTSE, Russell, FTSE Canada, FTSE FI, FTSE FI Europe, YB and BR. “FTSE®”, “Russell®”, “FTSE Russell®”, “FTSE4Good®”, “ICB®”, “The Yield Book®”, “Beyond Ratings®” and all other trademarks and service marks used herein (whether registered or unregistered) are trademarks and/or service marks owned or licensed by the applicable member of the LSE Group or their respective licensors and are owned, or used under licence, by FTSE, Russell, FTSE Canada, FTSE FI, FTSE FI Europe, YB or BR. FTSE International Limited is authorised and regulated by the Financial Conduct Authority as a benchmark administrator.
All information is provided for information purposes only. All information and data contained in this publication is obtained by the LSE Group, from sources believed by it to be accurate and reliable. Because of the possibility of human and mechanical error as well as other factors, however, such information and data is provided "as is" without warranty of any kind. No member of the LSE Group nor their respective directors, officers, employees, partners or licensors make any claim, prediction, warranty or representation whatsoever, expressly or impliedly, either as to the accuracy, timeliness, completeness, merchantability of any information or of results to be obtained from the use of FTSE Russell products, including but not limited to indexes, data and analytics, or the fitness or suitability of the FTSE Russell products for any particular purpose to which they might be put. Any representation of historical data accessible through FTSE Russell products is provided for information purposes only and is not a reliable indicator of future performance.
No responsibility or liability can be accepted by any member of the LSE Group nor their respective directors, officers, employees, partners or licensors for (a) any loss or damage in whole or in part caused by, resulting from, or relating to any error (negligent or otherwise) or other circumstance involved in procuring, collecting, compiling, interpreting, analysing, editing, transcribing, transmitting, communicating or delivering any such information or data or from use of this document or links to this document or (b) any direct, indirect, special, consequential or incidental damages whatsoever, even if any member of the LSE Group is advised in advance of the possibility of such damages, resulting from the use of, or inability to use, such information.
No member of the LSE Group nor their respective directors, officers, employees, partners or licensors provide investment advice and nothing in this document should be taken as constituting financial or investment advice. No member of the LSE Group nor their respective directors, officers, employees, partners or licensors make any representation regarding the advisability of investing in any asset or whether such investment creates any legal or compliance risks for the investor. A decision to invest in any such asset should not be made in reliance on any information herein. Indexes cannot be invested in directly. Inclusion of an asset in an index is not a recommendation to buy, sell or hold that asset nor confirmation that any particular investor may lawfully buy, sell or hold the asset or an index containing the asset. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.
Past performance is no guarantee of future results. Charts and graphs are provided for illustrative purposes only. Index returns shown may not represent the results of the actual trading of investable assets. Certain returns shown may reflect back-tested performance. All performance presented prior to the index inception date is back-tested performance. Back-tested performance is not actual performance, but is hypothetical. The back-test calculations are based on the same methodology that was in effect when the index was officially launched. However, back-tested data may reflect the application of the index methodology with the benefit of hindsight, and the historic calculations of an index may change from month to month based on revisions to the underlying economic data used in the calculation of the index.
This document may contain forward-looking assessments. These are based upon a number of assumptions concerning future conditions that ultimately may prove to be inaccurate. Such forward-looking assessments are subject to risks and uncertainties and may be affected by various factors that may cause actual results to differ materially. No member of the LSE Group nor their licensors assume any duty to and do not undertake to update forward-looking assessments.
No part of this information may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without prior written permission of the applicable member of the LSE Group. Use and distribution of the LSE Group data requires a licence from FTSE, Russell, FTSE Canada, FTSE FI, FTSE FI Europe, YB, BR and/or their respective licensors.