SEI files prospectus for its first proposed linked ETF
ZUG (April 16, 2026) – STOXX Ltd., part of the ISS STOXX group of companies and a leading provider of benchmark and custom index solutions to global institutional investors, today announced a strategic collaboration with leading factor investing academic and practitioner Dr. Andrew Ang, with the upcoming launch of the iSTOXX® Ang Research Enhanced Index suite.
Media contact:
Sarah Ball
Executive Director, Communications
index-press@iss-stoxx.com
STOXX’s innovative indexing and portfolio construction capabilities, coupled with its existing industry-leading factor analytics and design strengths, are reinforced by the strategic collaboration. Over the years, STOXX has established itself as a leader in Multi-Factor index investing, surpassing EUR 41B in AUM across institutional and ETF products globally.
Dr. Ang is a well-known financial economist specializing in quantitative investing. He is widely recognized as a leading expert in factor investing and brings extensive expertise in factor tilting and systematic investment strategies to the STOXX collaboration.
We are thrilled to announce our strategic collaboration with Dr. Ang with the launch of the iSTOXX Ang Research Enhanced Index suite. This collaboration underscores our commitment to providing robust research-driven index solutions that address the evolving needs of today’s investors seeking to accurately capture potential for long-term enhanced returns.
– Axel Lomholt, CEO of STOXX
STOXX’s commitment to innovation and agility in delivering novel index solutions has long impressed me. My career has been dedicated to advancing quantitative approaches that deliver meaningful results for investors, and this strategic collaboration provides a compelling opportunity to build on a shared vision to further refine factor-based index solutions at a pivotal time for the industry.
– Dr. Ang
The iSTOXX Ang Research Enhanced Indices will target the following factors, Value (implemented across Enhanced and Cyclical Value), Quality and Momentum. Each index will seek to mitigate unintended systematic exposures, limit turnover and maintain risk level bands in line with its benchmark index, while implementing a dynamic rotation weighting model of the underlying factors.
SEI®, a leading global provider of financial technology, operations, and asset management services within the financial services industry, filed to launch the SEI Ang Research Enhanced U.S. Large Cap ETF, based on the newly created index. The ETF will seek to track the results of the iSTOXX Ang Research Enhanced US Large Cap Index. The ETF reflects SEI’s continued commitment to expanding access to innovative ETF solutions.
We are proud of what we have achieved at STOXX over the years, now being a leader in Multi-Factor Indexing globally across institutional and retail products. The evolution of this leadership calls for us to push the boundaries and collaborate with industry leading minds like Andrew Ang and the SEI team to continue building and bringing cutting-edge products to market.
– Arun Singhal, Head of Product Management and Client Success at STOXX
This ETF is a natural extension of SEI’s factor heritage and our continued build‑out of a thoughtfully designed ETF platform. We’re excited to partner with STOXX and their work with Andrew Ang, who has helped shape modern factor investing.
– Robert Hum, Head of Investment Product Development and Activation at SEI
A registration statement relating to the above-mentioned ETF has been filed with the Securities and Exchange Commission (“SEC”) but has not yet become effective. ETF shares may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This communication does not constitute an offer to sell or the solicitation of an offer to buy ETF shares, nor shall there be any sale of ETF shares in any state or jurisdiction in which such offer, solicitation, or sale would be unlawful prior to registration or qualification under the securities laws of such state or jurisdiction.
The information in the registration statement is subject to completion and may be changed. The preliminary prospectus for the ETF is available and contains important information about the investment objective, risks, charges, and expenses of the ETF. You should read the preliminary prospectus carefully before investing.
About STOXX
STOXX® and DAX® indices comprise a global and comprehensive family of more than 18,000 strictly rules-based and transparent indices. Best known for the leading European equity indices EURO STOXX 50®, STOXX® Europe 600 and DAX®, the portfolio of index solutions consists of total market, benchmark, blue-chip, sustainability, thematic and factor-based indices covering a complete set of world, regional and country markets. STOXX and DAX indices are licensed to more than 550 companies around the world for benchmarking purposes and as underlyings for ETFs, futures and options, structured products, and passively managed investment funds. STOXX Ltd., part of the ISS STOXX group of companies, is the administrator of the STOXX and DAX indices under the European Benchmark Regulation. stoxx.com
About Andrew Ang
Andrew Ang, PhD, is the co-founder of Tau Balance, a startup financial technology firm focused on tax efficient asset allocation and wealth management tools. He is a well-known financial economist specializing in quantitative investing. Author of over 100 publications, Dr. Ang ’s research includes security selection strategies in equities and fixed income, tactical and strategic asset allocation, and private markets. His research helped start the “low risk anomaly” literature which led to minimum volatility ETF strategies. His book, Asset Management: A Systematic Approach to Factor Investing, has been translated into Chinese, Japanese, Korean, and Spanish. Dr Ang was previously Managing Director and Head of Factors, Sustainable and Solutions at BlackRock. He was responsible for BlackRock’s factor investing strategies, which included passive and active factor ETFs and proprietary long-only and multi-asset, long-short solutions. His research on factor timing was incorporated in BlackRock’s first active ETF. Dr. Ang also served as Senior Adviser to BlackRock Retirement Solutions and was the co-founder of BlackRock Tax Managed Equity strategies. Before BlackRock, Dr. Ang was the Ann F. Kaplan Professor of Business at Columbia Business School and Chair of the Finance and Economics Division. As a professor, his work with industry was recognized by aiCIO naming him one of the top 10 most influential academics in the institutional investing world. www.andrewangphd.com
About ISS STOXX
ISS STOXX provides actionable insights through its comprehensive product offerings, proven expertise, and high-quality data that capital market participants around the world can use to inform their decision-making. Across indices, investment stewardship, corporate governance, sustainability, and fund intelligence, institutional investors and companies rely on us to help them manage investments, strengthen their governance practices, and bring new products to market. ISS STOXX, which is owned by Deutsche Börse Group, employs approximately 4,000 professionals operating across 34 locations in 20 countries. ISS STOXX’s clients include many of the world’s leading institutional investors and corporate issuers who turn to ISS STOXX for its objective and varied offerings.
About SEI®
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that’s money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of Dec. 31, 2025, SEI manages, advises, or administers approximately $1.9 trillion in assets. For more information, visit seic.com.
Legal disclaimer:
STOXX Ltd., ISS STOXX GmbH, ISS STOXX Index GmbH, Deutsche Börse Group and their licensors, research partners or data providers do not make any warranties or representations, express or implied, with respect to the timeliness, sequence, accuracy, completeness, currentness, merchantability, quality or fitness for any particular purpose of its index data and exclude any liability in connection therewith. STOXX Ltd., ISS STOXX GmbH, ISS STOXX Index GmbH, Deutsche Börse Group and their licensors, research partners or data providers are not providing investment advice through the publication of indices or in connection therewith. None of their products or services recommends, endorses, approves or otherwise expresses any opinion regarding any issuer, securities, financial products or trading strategies. In particular, the inclusion of a company in an index, its weighting, or the exclusion of a company from an index, does not in any way reflect an opinion of STOXX Ltd., ISS STOXX GmbH, ISS STOXX Index GmbH, Deutsche Börse Group or their licensors, research partners or data providers on the merits of that company and may not be relied on as such. Financial instruments based on the STOXX® indices, DAX® indices or on any other indices supported by STOXX are in no way sponsored, endorsed, sold or promoted by STOXX Ltd., ISS STOXX GmbH, ISS STOXX Index GmbH, Deutsche Börse Group or their licensors, research partners or data providers.
Investing involves risk including the possible loss of principal. There is no guarantee that investment objectives will be achieved. There can be no assurance that performance will be enhanced or risk will be reduced for investment strategies that seek to provide exposure to certain quantitative factors. These investments may underperform other similar investments that do not consider targeted investment factors when making investment decisions.
SEI Investments Management Corporation (SIMC) is the adviser to the SEI funds, which are distributed by SEI Investments Distribution Co (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company (SEI).