Download FTSE Value-Stocks Index Series Extended with a New

Joint Release
FTSE Value-Stocks Index Series
Extended with a New Custom Solution, to Access Unique Investment
Opportunity in ASEAN Market
•
Expanding scope of custom solutions to best meet investor needs
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Reinforces FTSE leading position as provider of benchmark indices linked to
the exciting investment opportunity in the growing ASEAN market
Hong Kong, 12 November 2013 – FTSE Group (“FTSE”), the leading global index provider,
and Value Partners Index Services Limited (“Value Partners”), a wholly-owned subsidiary of
Value Partners Group, today launched the FTSE Value-Stocks ASEAN Index. The new index
uses Value Partners’ unique value investing methodology, and is calculated and maintained by FTSE’s
dedicated custom index solutions team.
Derived from the universe of the FTSE Global All Cap Index, the new index captures the performance
of 50 quality value stocks amongst liquid and tradable ASEAN companies listed on the Indonesia
Stock Exchange (“IDX”), Bursa Malaysia, the Philippine Stock Exchange (“PSE”), the Singapore
Exchange (“SGX”) and the Stock Exchange of Thailand (“SET”). Constituent stocks are capped at
5% to avoid over-concentration in any one stock.
Ms. Jessie Pak, Managing Director, Asia of FTSE Group, said “We are delighted to
continually extend our cooperation with Value Partners to offer a new value-based index
solution to capture investment opportunities in the growing ASEAN market. FTSE indices and
custom solutions are globally sought by product providers and asset owners because the index
solutions combine unique investment requirements with objective calculation and robust
methodology to support a range of investment challenges and mandates.”
Mr. William Chow, Managing Director at Value Partners, commented “Value Partners is
committed to enrich our product offering both in terms of value ETFs and value-based indices,
and today marks another milestone with our first ever index with a regional exposure. This
unique smart-beta index is the result of exceptional team work, dedication and a combination of
creativity and discipline among our quantitative research team and FTSE’s team. I believe this
will bring index innovation to the next level.”
For more information on the FTSE Value-Stocks Index Series including the ground rules, please
visit http://www.ftse.com/Indices/Custom_Value_Partners/index.jsp.
- Ends Media contacts
FTSE Group
Hong Kong
London
New York
Tokyo
Fennie Wong
Lucie Holloway
Rishi Sharma
Stewart Ueno
Tel:
Tel:
Tel:
Tel:
+852 2164 3267
+44 20 7866 1821
+1 212 314 1198
+81 3 3581 3444
Email [email protected]
Value Partners Group Limited
Teresa Yu, Associate Director, Marketing and Communications Tel: +852 2143 0320
Email:
[email protected]
About FTSE Group
FTSE is a global leader in indexing and analytical solutions. FTSE calculates thousands of unique indices that measure
and benchmark markets and asset classes in more than 80 countries around the world. FTSE indices are used
extensively by market participants worldwide for investment analysis, performance measurement, asset allocation and
portfolio hedging. Many leading pension funds, asset managers, ETF providers and investment banks work with FTSE
to benchmark their investment performance and use FTSE’s indices to create world-class ETFs, index tracking funds,
structured products and index derivatives. FTSE also provides many exchanges around the world with their domestic
indices.
A core set of universal principles guides FTSE’s index design and management: FTSE’s transparent rules-based
methodology is overseen by independent committees of leading market participants, focused on applying the highest
industry standards in index design and governance. The foundation of FTSE’s global, regional, country and sector
indices is the FTSE Global Equity Index Series, which includes the flagship FTSE All-World Index.
FTSE is well known for index innovation and customer partnerships as it seeks to continually enhance the breadth,
depth and reach of its offering.
FTSE is wholly owned by London Stock Exchange Group.
About Value Partners Group Limited
Value Partners is one of Asia’s largest independent asset management firms with a strong local presence across the
region. Headquartered in Hong Kong, Value Partners has offices in Beijing, Shanghai, Chengdu, Taiwan and
Singapore, and serves a diverse client base around the globe. Established in 1993 as a value investor in the AsiaPacific region with a Greater China focus, the firm has since grown into a full-fledged asset management institution,
with numerous awards garnered along the way. In November 2007, Value Partners Group Limited became the only
asset management firm listed on the main board of the Hong Kong Stock Exchange (Stock code: 806 HK). As of 30
September 2013, the firm’s unaudited assets under management stood at US$9.2 billion. For more information,
please visit www.valuepartners.com.hk.
About Value Partners Index Services Limited
Value Partners Index Services Limited (“VPISL”) is a member of Value Partners Group Limited. VPISL utilizes the
extensive investment experiences of Value Partners Group in the Asia Pacific region, in particular Greater China
markets, designing quantitative investment strategies for the creation of investable indexes, related index tracking
financial products, investment research and performance analysis.