気候移行ベンチマークが投資家にとって重要なツールとなる中、FTSE JPX Net Zero Japan Index シリーズは、市場との乖離が少なく、日本の株式市場全体へ分散されたエクスポージャーを提供する JPX の TOPIX 500 をベースとして、FTSE Russell の気候データにおける強み (気候データ、ターゲット・エクスポージャー手法、インデックス・デザイン) を統合しています。

As climate transition benchmarks are becoming an important tool for investors, the FTSE JPX Net Zero Japan Index Series, based on JPX’s well-tracked TOPIX 500 is combined with FTSE Russell’s expertise in climate data, target exposure methodology, and index design.

At the end of 2021, Pensioenfonds Detailhandel made its third significant sustainable investment based on the United Nations Sustainable Development Goals, with a EUR 3 billion allocation in the credit market. The custom-built FTSE Euro Credit SDG-Aligned Index used as the benchmark for the new passively managed fund, which is managed by BlackRock, is one of the first of its kind.

In November, during the COP26 Glasgow summit, Brunel announced it was transitioning more than £3bn to index funds run by Legal & General Investment Management, tracking new FTSE Russell Paris-aligned benchmarks (PAB) (FTSE EU Climate Benchmarks Index Series | FTSE Russe

By Michael Hampden-Turner, Director, Fixed Income and Multi-Asset Applied Research

In his latest macro-outlook, Michael summarises the major market themes which are preoccupying investors: COVID-19; Ukraine, inflation, and tightening monetary policy.

He argues that of all these, unwinding QE is the elephant in the room: it has never been tried before and it is poorly understood.