Cameron McLennan, Author at Xponance | Asset Management and Investment https://www.xponance.com/author/cameron-mclennan/ An asset management and investment firm focused on emerging manager strategies Wed, 04 Mar 2026 18:37:46 +0000 en-US hourly 1 https://www.xponance.com/wp-content/uploads/2019/10/Favicon-01-3.png Cameron McLennan, Author at Xponance | Asset Management and Investment https://www.xponance.com/author/cameron-mclennan/ 32 32 AI, Capital Intensity, and Why Climate Indices Have Diverged https://www.xponance.com/ai-capital-intensity-and-why-climate-indices-have-diverged/ Wed, 04 Mar 2026 18:29:29 +0000 ® Insights]]> https://www.xponance.com/?p=243712 Climate-aligned equity indices have faced a challenging start to 2026. To better understand the drivers of this divergence, we analyzed the performance of the MSCI USA Climate Paris-Aligned Benchmark (PAB) Index relative to its parent MSCI USA Index across sector, style, emissions, and asset-intensity dimensions.

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]]> Russell Large Growth Index — New Rules, Same Concentration https://www.xponance.com/russell-large-growth-index-new-rules-same-concentration/ Tue, 19 Aug 2025 15:28:45 +0000 ® Insights]]> https://www.xponance.com/?p=243182 FTSE Russell introduced issuer‑level concentration caps to the Russell U.S. Style indexes in March 2025 to temper mega‑cap dominance while preserving benchmark utility.

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