News & Research

Four years after BlackRock and STOXX launched their multifactor ETF collaboration, investors have navigated inflation shocks, higher interest rates, sharp style rotations and growing market concentration.

The index translates years of research into a systematic approach that adjusts its factor exposures as market conditions evolve. Backtested results show 22 years of consistent index outperformance, with low tracking error and turnover.

As the global race to expand chip manufacturing capacity gathers pace, Germany’s DAX, MDAX and SDAX indices — usually more closely associated with industrial, automotive and software companies — are being lifted by a lesser-known corner of the country’s economy.

European equity indices rose for a fourth consecutive month in July while US stocks fell, as investors rotated away from the market’s most expensive sectors, including technology shares.

Factor investing has moved decisively beyond single-style approaches. Multifactor strategies offer more diversified portfolios — but not all are built the same.

Closing Europe’s infrastructure gap may require up to EUR 12 trillion, according to some forecasts, and the region’s nations are stepping up to meet the challenge. STOXX has launched the STOXX Europe Infrastructure Builders index, which underlies the new iShares Europe Infrastructure Builders UCITS ETF from BlackRock, to capture the companies set to benefit from this structural trend.

Thematic and sector ETFs are increasingly being used side by side as investors seek more precise ways to express investment views. In this special report with ETF Stream, STOXX explores the key differences between the two approaches and their evolving role in portfolio construction.

In this special report with ETF Stream, STOXX explores the key differences between the two approaches and their evolving role in portfolio construction.

STOXX Ltd., part of the ISS STOXX group of companies, today announced the expansion of its global equity offering with the launch of the STOXX® Investable Market Indices (IMI), a comprehensive index family designed to support cost-effective modern portfolio construction and benchmarking through a consistent, transparent and scalable framework.

STOXX has launched the STOXX Investable Market Indices, a comprehensive global equity framework designed to capture approximately 99% of the investable universe with consistency, transparency and scalability. Built for modern portfolio construction, STOXX Investable Market Indices combine broad market coverage with a flexible, modular approach that supports both standard benchmarks and tailored institutional solutions. 

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.

Die Bundesländer Hessen und Baden-Württemberg sowie der Bund beauftragen ein Konsortium unter der Führung der DWS mit der Auflegung und Verwaltung eines Spezialfonds. Als indexbasierter Investmentfonds dient dabei ein sogenannter Alternative Investment Fund (AIF), mit dem Geld aus den Pensionsrücklagen für zukünftige Pensionsverpflichtungen gewinnbringend und zugleich zukunftssicher angelegt werden soll.