PLSA launches new Made Simple Guide on indices and benchmarks

15 March 2017

The Pensions and Lifetime Savings Association (PLSA) launched a new Made Simple Guide at its Investment Conference in Edinburgh. The publication, Indices and Benchmarks, sponsored by FTSE Russell, provides a straightforward introduction to a complex area of investment management.

Julian Mund, Commercial Services Director, Pensions and Lifetime Savings Association, commented:

“The PLSA produces Made Simple Guides to provide our members with information on complex areas in straightforward terms. We are really pleased that FTSE Russell was able to create a guide that we believe will be of great value for trustees. It provides simple information to guide trustees when benchmarking and selecting an index, so this guide is both useful and timely.”

Henry Odogwu, Managing Director and Head of Asset Owner Group, Europe, FTSE Russell said:

“We are pleased to have been able to work with the PLSA on this guide. We feel a good understanding of indices and benchmarks is essential for all trustees; especially when the integral roles played by indexes throughout the entire investment process is taken into account. However, this guide will be useful to many people, not just trustees, as it’s imperative that all those with fiduciary responsibility grasp how index selection can impact upon an investment plan’s ability to meet its objectives.”

-ENDS-

A PDF version of this Made Simple Guide is available to download FREE from the Pensions and Lifetime Savings Association website. Printed copies are also available and can be ordered online at www.plsa.co.uk (£18 for members and £35 for non-members).

The Made Simple Guide was launched at the Pensions and Lifetime Savings Association’s Investment Conference in Edinburgh on 8 March 2017.

NOTES TO EDITORS:

THE PENSIONS AND LIFETIME SAVINGS ASSOCIATION

We’re the Pensions and Lifetime Savings Association; the national association with a ninety year history of helping pension professionals run better pension schemes. Our members include over 1,300 pension schemes with 20 million members and £1 trillion in assets, and over 400 businesses. They make us the voice for pensions and lifetime savings in Westminster, Whitehall and Brussels.

Our purpose is simple: to help everyone to achieve a better income in retirement. We work to get more money into retirement savings, to get more value out of those savings and to build the confidence and understanding of savers.

ABOUT FTSE RUSSELL

FTSE Russell is a leading global index provider creating and managing a wide range of indexes, data and analytic solutions to meet client needs across asset classes, style and strategies. Covering 98% of the investable market, FTSE Russell indexes offer a true picture of global markets, combined with the specialist knowledge gained from developing local benchmarks around the world.

FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. More than $10 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 investment funds, ETFs, structured products and index-based derivatives. FTSE Russell indexes also provide clients with tools for asset allocation, investment strategy analysis and risk management.

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 index innovation and customer partnership applying the highest industry standards and embracing the IOSCO Principles. FTSE Russell is wholly owned by London Stock Exchange Group.

For more information, visit www.ftserussell.com.

MEDIA CONTACTS FOR THE PENSIONS AND LIFETIME SAVINGS ASSOCIATION:

Babak Mayamey, PR Manager, Pensions and Lifetime Savings Association
T: 020 7601 1718, M: 07825 171 446, E: babak.mayamey@plsa.co.uk

Kathryn Mortimer, Press Officer, Pensions and Lifetime Savings Association
T: 020 7601 1748, M: 07901 007 713, E: kathryn.mortimer@plsa.co.uk

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