🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% eachUnlock Stocks

As index reach grows, FTSE Russell chief downplays fears

Published 05/08/2017, 02:23 PM
Updated 05/08/2017, 02:30 PM
© Reuters.  As index reach grows, FTSE Russell chief downplays fears
UK100
-
AABA
-
LSEG
-
MSCI
-
VRTTX
-

By Ross Kerber

BOSTON (Reuters) - Don't fear the indexes, learn from them.

That is the message from Mark Makepeace, the chief executive of FTSE Russell, the index provider whose products are now used to track roughly $12.5 trillion as clients pour money into so-called passive products.

Some fear the rush of cash could destabilize markets by removing humans from trading decisions.

But in an interview on Monday, Makepeace said the bulk of the $9.7 trillion following various FTSE Russell indexes remains in active funds whose managers use his company's products for benchmarking or to make their own trading decisions.

While he once shared the conventional wisdom that markets could be distorted if half of all assets were held passively, Makepeace called that standard an "old way of thinking about indices," as they are put to new uses by active managers. Demand is also growing as investors use indexes in new areas, such as fixed-income.

"Big investors will start to look at the market in much more holistic ways," Makepeace said by telephone.

Makepeace said FTSE Russell aims to grow the amount of money following its various products by about 60 percent to $20 trillion within three years.

FTSE Russell is part of London Stock Exchange Group (L:LSE). The firm and its rivals including MSCI Inc (N:MSCI) have found their products in demand from big asset managers and pension funds riding a boom in low-cost investing.

Passive products like the Vanguard Russell 3000 Index Fund (O:VRTTX) aim to track the performance of benchmarks such as the Russell 3000, a broad measure of U.S. stocks.

Net deposits to passive funds were $638 billion for the 12 months ended March 31, according to Morningstar, while active funds had net withdrawals of $310 billion over the same period, excluding money funds.

The divergence has led to angst.

"If everybody indexed, the only word you could use is chaos, catastrophe," Vanguard Group founder Jack Bogle said on Saturday in an interview with Yahoo (NASDAQ:YHOO) Finance.

Still, Bogle and others see no sign of a passive slowdown. Makepeace said he expects to see more consolidation as costs fall for investors.

Separately, Makepeace also noted moves by Saudi Arabia to reform its economy, which could make it more attractive to foreign investors.

"That market is opening up very quickly and therefore I would not be surprised if Saudi beat China to be included in emerging market indexes," he said.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.