Continue active refreshing of this index's data?
Continue active refreshing of this index's data?
Whitepapers
Most Recent Whitepapers
![How moves in bond yield curves affect the International Real Estate Index](https://stoxx.com/wp-content/uploads/2022/06/po5353-intro-900x350.jpg)
A new Qontigo white paper analyzes the effect of changes in term spreads, or the difference between long- and short-term sovereign bond yields, on the performance of the iSTOXX Developed and Emerging Markets ex USA PK VN index. The findings show a rise in term spreads has, overall, helped returns for the global real estate index since 2019, but the relationship varies depending on regional exposure and period.
![How efficient an inflation hedge is real estate?](https://stoxx.com/wp-content/uploads/2022/06/PO528-inflation-real-estate-intro-900x350.jpg)
A new Qontigo white paper runs the numbers on the iSTOXX Developed and Emerging Markets ex USA PK VN, a global real estate index, to understand the relationship between expected inflation in the US, Europe and the UK, and index returns. The findings show that the sector has represented a good overall inflation hedge over the last couple of years, although regional and portfolio considerations can create exceptions.
![Climate Transition Indices – A risk profile analysis](https://stoxx.com/wp-content/uploads/2022/05/PO517-intro-900x350.jpg)
A new Qontigo whitepaper analyzes the risk characteristics and factor exposures of the STOXX Willis Towers Watson Climate Transition Indices (CTIs). The study helps investors understand the implications of a portfolio that is aligned with the goals of the Paris Agreement and that manages the risks and opportunities from moving to a low-carbon economy.
![Ukraine crisis: Looking at recent market performance through a thematic investing lens](https://stoxx.com/wp-content/uploads/2022/03/PO507-Smart-City-intro-900x350.jpg)
Index | Thematic Investing
Ukraine crisis: Looking at recent market performance through a thematic investing lens
The war in Ukraine has hit the various business sectors in the equity market in different ways. In contrast, themes such as infrastructure, clean energy transition and cybersecurity have emerged as outperformers. A new whitepaper from Qontigo’s Applied Research team analyzes this divergent performance and what it says about asset-allocation approaches.
![An ‘impossible product’? Comparing Europe’s dissonant ESG fund labels](https://stoxx.com/wp-content/uploads/2022/01/Ecolabels-intro-900x350.jpg)
Fund issuers seeking to design sustainable-investment products to be distributed across European markets face an uphill struggle because of widely diverging national and regional frameworks. A new Qontigo whitepaper highlights the intricacy of Europe’s ESG labeling landscape and provides some recommendations that may help overcome its pitfalls.
![Impact investing: a guide to quantifying companies’ societal effects through the UN SDGs](https://stoxx.com/wp-content/uploads/2021/11/ClarityAI-November-2021-paper-intro-900x350.jpg)
Index | ESG & Sustainability
Impact investing: a guide to quantifying companies’ societal effects through the UN SDGs
Using the United Nations’ Sustainable Development Goals (SDGs) as a framework for an impact-measurement approach can help understand and quantify companies’ real-world impact, a new whitepaper from Qontigo and Clarity AI argues. Such an approach enables investors to bridge an important gap at a time when impact has emerged as a key investment pillar, right next to risk and returns.
![Impact Investing: What Is It, and How Can Investors Get It Right?](https://stoxx.com/wp-content/uploads/2021/09/Impact-Investing-What-Is-It-and-How-Can-Investors-Get-It-Right-900x350.png)
Impact investing is growing as a means to generate positive, real-world change. But defining, measuring and standardizing it is no easy task. A joint whitepaper from Qontigo and Clarity AI looks at some of the frameworks that are taking on these challenges and helps shed light on the way forward for the strategy.
![Well-Off Baby Boomers vs. Tech-Savvy Millennials: A Performance Analysis of Thematic Investing in Age Cohorts](https://stoxx.com/wp-content/uploads/2021/08/Generation-gap-list.jpg)
Index | Thematic Investing
Well-Off Baby Boomers vs. Tech-Savvy Millennials: A Performance Analysis of Thematic Investing in Age Cohorts
A new Qontigo whitepaper compares the composition, risk profile and performance of the STOXX® Global Millennials and STOXX® Global Ageing Population indices, two thematic indices that help investors target companies most exposed to these two very distinct cohorts.
![Why Artificial Intelligence Outperformed Digital Security – A Factor Analysis of Technology-Oriented Thematic Indices](https://stoxx.com/wp-content/uploads/2021/08/Diana-Tech-Thematic-Whitepaper-intro-900x350.jpg)
Index | Thematic Investing
Why Artificial Intelligence Outperformed Digital Security – A Factor Analysis of Technology-Oriented Thematic Indices
A new Qontigo whitepaper analyzes the risk, performance and returns attribution of four indices tracking technology themes, uncovering specific characteristics of the portfolios and differences vis-à-vis the broader technology sector and the overall market.
![Three Different Flavors for a Sustainable US Equity Portfolio](https://stoxx.com/wp-content/uploads/2021/06/Diana-USA-500-June-2021-intro-900x350.jpg)
The latest Qontigo whitepaper analyzes the risk, return and impact profile of three ESG indices tracking the STOXX® USA 500 benchmark: the STOXX® USA 500 ESG Broad Market, STOXX® USA 500 ESG Target and STOXX® USA 500 ESG Target TE. The study reveals that while performance and risk across the three ESG variants are similar to those of the parent benchmark, differences exist in the active risk and constitution of the portfolios.
![The Best Bang for Your Climate-Aware Buck (or Pound, Euro, Yen – You Name It)](https://stoxx.com/wp-content/uploads/2021/06/buck-intro-900x350.jpg)
The race to reach net-zero emissions by 2050 is on, and many investors are adopting indices with a decarbonization path to achieve their climate objectives. Our latest whitepaper looks at Paris-aligned indices covering the US and Europe and seeks to answer the following questions: in which region can investors make the most impact, and how much risk are they taking in the process?