Methodology - STOXX

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Methodology

Latest Update

Date	Title	Download(EN)	Download(Other)
Mar. 07, 2025	STOXX Methodology New - Addition of EURO iSTOXX Total Market Screened Index, iSTOXX Japan 600 Screened Index, iSTOXX USA 500 Screened Index and EURO iSTOXX Screened Index; and methodology update for iSTOXX France ESG 40, iSTOXX Global ESG US Leg 50, iSTOXX Global ESG Eurozone Leg 50, iSTOXX Global ESG Japan Leg 50, iSTOXX USA Megatrends ESG 30, iSTOXX Eurozone Megatrends ESG 30, iSTOXX Eurozone 50 and iSTOXX USA 100 Index
Mar. 03, 2025	STOXX Country Coverage – March 2025
Feb. 28, 2025	STOXX Methodology New - Methodology update for EURO iSTOXX Ambition Climate PAB Index, EURO iSTOXX Equal Industry ESG 30 Index, EURO iSTOXX 50 ESG Focus Index, EURO iSTOXX ESG Choice 50 EW Index, EURO iSTOXX ESG Core Leaders 50 Index, iSTOXX Europe ESG Climate Awareness Select 50 Index, iSTOXX Global ESG ex-Controversial Activities Select 30 Index, iSTOXX Global ESG Dividend Trend Index, iSTOXX Global ESG Trend Select 30 Index, EURO iSTOXX Environmental 50 Equal Weight Index, EURO iSTOXX ESG Weighted 50 Index, EURO iSTOXX ESG Weighted Additional Exclusions 50 Index, EURO iSTOXX Responsibility Screened Select 30 Index, iSTOXX Europe Responsibility Low Vol 30 Index, and deletion of EURO iSTOXX ESG-X & Ex Nuclear Power Multi Factor Index, and removed reference of STOXX ESG Index Methodology guide
Feb. 28, 2025	STOXX Methodology New - Methodology updates of EURO STOXX 50 ESG Index, STOXX ESG Target Indices, STOXX ESG Target TE indices, STOXX Europe 600 ESG-X Index, STOXX Benchmark ESG-X Indices, STOXX Benchmark ESG-X EX Nuclear Power Indices, STOXX Europe 600 ESG+ Index, STOXX Europe 50 ESG+ Index, EURO STOXX 50 ESG+ Index, STOXX Willis Towers Watson Climate Transition Indices, STOXX ESG Leaders indices, deletion of EURO STOXX 50 ESG Target Index, EURO STOXX ESG-X & Ex Nuclear Power Minimum Variance Unconstrained index, EURO STOXX ESG-X & Ex Nuclear Power Single Factor indices, STOXX Regional Industry Neutral ESG indices, STOXX Regional Excluding Tobacco Industry Neutral ESG indices and consolidation of the STOXX Global ESG Leaders methodology from the STOXX ESG Index Methodology Guide into this guide and discontinued the STOXX ESG Index Methodology Guide. The historical change log is in etc.
Feb. 28, 2025	DAX Methodology Update - Methodology update DAX 50 ESG Index, DAX 50 ESG+ Index, MDAX ESG+ Index, DAX ESG Target Index; and Deletion of idDAX 50 Equal Weight Index
Feb. 28, 2025	DAX Methodology Change - Deletion of idDAX 50 Equal Weight Decrement 4% Index
Feb. 28, 2025	STOXX Review Calendar - March 2025
Feb. 28, 2025	STOXX Digital Asset Universe - March 2025
Feb. 28, 2025	STOXX Digital Asset Review Calendar - March 2025
Feb. 28, 2025	DAX Review Calendar - March 2025
Feb. 27, 2025	STOXX Methodology New - Addition of STOXX Asia ex China Growth Market Index in the universe of section ‘STOXX World AC All Cap Index’
Feb. 27, 2025	STOXX Methodology Update - Update in the sub-section ‘Asia Pacific’ of section ‘STOXX Growth Market Segments’ with respect to the launch of STOXX Asia ex China Growth Market Index
Feb. 27, 2025	STOXX Methodology New - addition of STOXX Europe Total Market Leaders Index; and methodology update in section ‘STOXX Growth Market Indices’ and ‘STOXX Regional Growth Market Indices’ with respect to the launch of ‘STOXX Asia ex China Growth Market Index’
Feb. 27, 2025	STOXX Methodology New - Update in the universe of iSTOXX Global Transformation Select 30 Index; and addition of EURO iSTOXX 50 Health & Fitness Tilted Index, and EURO iSTOXX 50 Health & Fitness Tilted NR Decrement 4.5% Index
Feb. 18, 2025	STOXX Methodology New - Addition of iSTOXX Equity Dividend Indices in CHF currency
Feb. 17, 2025	DAX Methodology Change - Deletion of DAXplus 30 Decrement 40 Index
Feb. 13, 2025	STOXX Digital Asset Exchange Ranking effective February 15th, 2025
Feb. 12, 2025	DAX Methodology Update - Moved index-specific details on the dissemination period to the DAX Equity Index Methodology Guide
Feb. 12, 2025	DAX Methodology New - Launch of DAX Uncapped and DAX 20% Capped and Specification of the opening criterion, i.e., the actual start of dissemination for each index

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Archive

Date	Title	Download(EN)	Download(Other)
Feb. 06, 2025	Results of Market Consultation on proposed changes to the iSTOXX Global Transformation Select 30 Indices
Feb. 03, 2025	STOXX Methodology Change - Deletion of iSTOXX World Top 200 Equal Weight Decrement 50, iSTOXX European 100 GR Decrement 50, iSTOXX Global ESG 120, iSTOXX Global ESG US Leg Equal Weight, iSTOXX Global ESG Japan Leg Equal Weight, iSTOXX Global ESG Eurozone Leg Equal Weight, iSTOXX Global ESG 120 Decrement, iSTOXX Eurozone ESG 50 GR Decrement 50, iSTOXX UK 25 Equal Weight, iSTOXX Japan 20 Equal Weight, iSTOXX Switzerland 10 Equal Weight, iSTOXX World Top 200 Equal Weight, EURO iSTOXX 65 Equal Weight, iSTOXX USA 60 Equal Weight, iSTOXX China H 20 Equal Weight, iSTOXX European 100, EURO iSTOXX 50 ESG NR Decrement 30, EURO iSTOXX 50 ESG NR Decrement 30 Monthly KRW Hedged and iSTOXX UK ESG Equal Weight Fixed Deduction
Jan. 31, 2025	STOXX Review Calendar - February 2025
Jan. 31, 2025	DAX Review Calendar - February 2025
Jan. 28, 2025	Market Consultation on proposed changes to the iSTOXX Global Transformation Select 30 Indices
Jan. 28, 2025	STOXX Methodology New - Addition of iSTOXX MUTB Japan Quality Dividend Growth 70 Index
Jan. 24, 2025	Correction of results of a Market Consultation to STOXX indices impacted by the ESMA Guidelines on funds’ names using ESG or sustainabilityrelated terms
Jan. 21, 2025	STOXX Methodology Update - Methodology update and rule clarification for STOXX Select Dividend Indices and STOXX ESG-X Select Dividend Indices
Jan. 17, 2025	STOXX Methodology New - Addition of ISS STOXX Europe 600 Net Zero Transition, ISS STOXX World AC Net Zero Transition and ISS STOXX Developed World Net Zero Transition Index
Jan. 15, 2025	DAX Methodology Update - Rule clarification in section Mergers and Takeovers