Index / ETFs

Thematic ETFs have seen their biggest decline in assets globally, as assets plunged 6.9 per cent in Q1 driven by negative investment returns.

A rebound in the month’s last week helped the STOXX® Global 1800 index record a small positive return for May, as investors continue to assess the impact on markets of rising interest rates in the US and elsewhere.

Qontigo’s global index provider STOXX Ltd. has announced changes to the DAX index family, which will become effective on 20 June 2022. The selection indices DAX, MDAX, SDAX and TecDAX represent the largest companies on the Regulated Market of Frankfurt Stock Exchange. They are selected according to free float market capitalization and are reviewed every three months.

(June 1, 2022) – Qontigo has announced the new composition of the STOXX Europe 600 Index.

Qontigo’s global index provider STOXX Ltd. has announced an unscheduled adjustment to the SDAX index. The free float of Aareal Bank AG changes by more than 10 percentage points.

The Qontigo Investment Intelligence Summit held on May 5 was the stage for a discussion around index-based thematic investing. Two industry experts — from BlackRock and Qontigo — explained why assets are flowing into thematics and why the strategies can best target the upside of a world undergoing structural change.

The STOXX WTW Climate Transition Indices are a new approach to managing climate risk that offer investors a systematic and transparent way to incorporate climate transition risk into their investment decisions.

The Index Industry Association (IIA) provides education and advocacy on behalf of independent index providers worldwide, CEO Rick Redding explains to Qontigo’s blog. With the transformation of the role and shape of indices in full swing, he sees huge possibilities for the industry and for investors ahead – as well as key challenges.

Stocks tumbled in April by the most since the onset of the COVID-19 pandemic as investors’ expectations grew that the Federal Reserve and other central banks will need to raise interest rates faster and higher to fight inflation.

This paper focuses on creating SDG portfolios that maximize exposure to one, two or all SDGs. The study shows that it is quite possible to create a portfolio that significantly improves the exposure to SDGs without taking on too much active risk. An optimizer can help manage that active risk.

Qontigo has licensed the STOXX® USA ETF Industry Index to Kiwoom Asset Management in Korea to be used as an underlying for an exchange-traded fund (ETF). This new index is the first to track the US ETF market through a thematic approach.

Qontigo announced the results of the annual Country Classification review for STOXX indices.