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Paul Hoff Managing Director, Asia Pacific FTSE Group 25 September 2008 A look into FTSE's  classification of  markets and the  effect of changes  on portfolios
Today’s Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
FTSE is a global equity and bond index provider ,[object Object],[object Object],[object Object]
FTSE’s Role in the Investment Landscape ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
FTSE Committee Structure FTSE Policy Committee FTSE Equity Indices Committee FTSE Bond Indices Committee FTSE EMEA Regional Committee FTSE Asia Pacific Regional Committee FTSE Americas Regional Committee
The Country Classification Committee ,[object Object],[object Object],[object Object],[object Object],[object Object]
Why Assess Country Classification? ,[object Object],[object Object],[object Object]
How does FTSE assess Country Classification? Engage with  Watch List  markets to understand  progress   FTSE presents  its analysis to Country  Classification Committee which makes  recommendations  to Policy Group Policy Group  confirms  promotions/demotions and changes to Watch List
Classifying Markets, Not Economies ,[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],Quality of Markets Criteria
Quality of Markets Criteria by Status
FTSE Quality of Markets Matrix – Asia Pacific
Changing trends:  Extending Quality of Markets to frontier markets Jordan Kenya  Lithuania Macedonia Mauritius Nigeria Oman Qatar Romania Serbia Slovakia Slovenia Sri Lanka Tunisia Vietnam Bahrain Bangladesh Botswana Bulgaria Côte d'Ivoire Croatia Cyprus Estonia ,[object Object]
Asia Markets Status FTSE Emerging Asia Pacific Index China B China H Red Chips (Sept 09) India Indonesia Malaysia Pakistan Philippines Thailand Secondary Emerging Taiwan Advanced Emerging Australia Hong Kong Japan New Zealand Singapore Korea  (Sept 2009) Developed Bangladesh Sri Lanka Vietnam Frontier
[object Object],Confirmed Changes to Market Status (2008) Developed Advanced Emerging Secondary Emerging South Korea Red Chips
FTSE Emerging excluding South Korea
FTSE Developed including South Korea
Some outcomes ,[object Object],[object Object],[object Object]
[object Object],FTSE Watch List (2008) Developed Adv Emerging Sec Emerging Kuwait UAE China A Taiwan Greece Frontier Iceland Argentina Colombia Kazakhstan Ukraine Malta Not in GEIS
Future Intensions ,[object Object],[object Object],[object Object],[object Object]
Contact Details ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
 

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Clsa Conference 25.09.08 V2

  • 1. Paul Hoff Managing Director, Asia Pacific FTSE Group 25 September 2008 A look into FTSE's classification of markets and the effect of changes on portfolios
  • 2.
  • 3.
  • 4.
  • 5. FTSE Committee Structure FTSE Policy Committee FTSE Equity Indices Committee FTSE Bond Indices Committee FTSE EMEA Regional Committee FTSE Asia Pacific Regional Committee FTSE Americas Regional Committee
  • 6.
  • 7.
  • 8. How does FTSE assess Country Classification? Engage with Watch List markets to understand progress FTSE presents its analysis to Country Classification Committee which makes recommendations to Policy Group Policy Group confirms promotions/demotions and changes to Watch List
  • 9.
  • 10.
  • 11. Quality of Markets Criteria by Status
  • 12. FTSE Quality of Markets Matrix – Asia Pacific
  • 13.
  • 14. Asia Markets Status FTSE Emerging Asia Pacific Index China B China H Red Chips (Sept 09) India Indonesia Malaysia Pakistan Philippines Thailand Secondary Emerging Taiwan Advanced Emerging Australia Hong Kong Japan New Zealand Singapore Korea (Sept 2009) Developed Bangladesh Sri Lanka Vietnam Frontier
  • 15.
  • 16. FTSE Emerging excluding South Korea
  • 18.
  • 19.
  • 20.
  • 21.
  • 22.