News & Research

Assets invested in passive ETFs tracking equity indices from all providers rose 17.7% to EUR 14.2 trillion in the three months through June, boosted by share prices and inflows. Funds tracking a STOXX or DAX index increased assets by 12.9% over the period, with thematic and factor strategies recording inflows.

STOXX Ltd., part of the ISS STOXX group and a leading provider of benchmark and customized index solutions for global institutional investors, has announced an unscheduled adjustment to the SDAX Index.

Changes to the benchmark’s rules were backed by industry respondents in a market consultation and will be introduced in stages through 2029. They aim to make the index more representative of the market and react faster to investment trends.

The German equity benchmark climbed 1.2% between the June and September index reviews, a slowdown from the 11.6% registered three months earlier. Investors bought shares in financial and software companies last quarter even as concerns about interest rates and geopolitics dominated markets.

Stocks fell in September as rising bond yields pressured equity valuations and raised concerns that economic growth could slow. US indices outperformed European ones over the month as technology stocks rose.

STOXX Ltd., part of the ISS STOXX group of companies and a global provider of innovative and tradable index concepts, today announced the results of the market consultation on proposed changes to the EURO STOXX 50 Index and its derived indices, as well as the STOXX Regional Blue-Chip Indices.

The STOXX Future Water ESG index underlies the Deka STOXX Future Water ESG UCITS ETF and tracks companies driving innovation in water infrastructure, management and technology. Deka Investment’s Head of ETF Product Management explains how the strategy helps alleviate the water crisis and offers a long-term investment theme.

STOXX Ltd., part of the ISS STOXX group and a leading provider of benchmark and customized index solutions for global institutional investors, has announced an unscheduled adjustment to the SDAX Index.

STOXX Ltd., part of the ISS STOXX group of companies, and Osmosis Investment Management (“Osmosis”) today announced the launch of the iSTOXX Osmosis Multi Factor Transition Indices, a new family of 48 indices designed to bring factor investing into line with a changing economy and today’s markets.

The DAX® Women Leadership index, which selects German companies with the highest proportion of women on executive and supervisory boards, has outperformed the DAX® by an annualized 300 basis points since March 2018. 

The STOXX Focus indices build portfolios based on constituents’ geographic revenue sources rather than their country of domicile, providing a more accurate representation of regional risk at a time of rising geopolitical tensions and global trade frictions. BlackRock’s iShares has expanded an ETF suite tracking the indices with a pair of APAC ex-Japan strategies, adding to coverage of Europe and the UK.

Historical market environments can provide valuable clues about what may happen next. Identifying past periods most similar to today and analyzing how Value, Quality and Momentum factors behaved during those times help guide dynamic factor tilts within the iSTOXX Ang Research Enhanced index family.