News & Research

It appears onerous and sometimes confusing, but the European Union’s Sustainable Finance Disclosure Regulation (SFDR) aims to enhance and protect participation in sustainable investments — a cause well worth the trouble.

Aligning portfolios with the UN Sustainable Development Goals is a fast-growing segment of responsible investing (RI), one with a different profile and outcome to ESG or climate considerations. A recent webinar explored how investors can employ the SDGs for portfolio management, index construction, reporting and more, using the Sustainable Development Investments Asset Owner Platform (SDI AOP).

We talk to Paul Lacroix, Ossiam’s Head of Structuring, about the switch of index underlying the Ossiam STOXX® Europe 600 Equal Weight NR ETF, and why an equal-weighted ESG strategy can boost both the ESG profile and price returns of a portfolio.

Qontigo’s global index provider STOXX Ltd. has announced an unscheduled adjustment to the MDAX index.

The exchange-traded fund started trading on the Korean Stock Exchange on December 22 and provides domestic investors direct exposure to Europe’s biggest economy and a means of geographic and industry diversification.

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.

Er ist groß und enthält erfolgreiche Unternehmen aus Europa: Gerade für Einsteiger ist der Index eine gute Basis. Doch es gibt auch Risiken.

The list of sustainable investment (SI) frameworks guiding portfolio design is long and keeps growing. Rarely a day goes by without intense discussion of some or all of them, and their often-conflicting implications for fund design. The authors of this paper aim to contribute towards this intensifying debate by examining in detail (as of October 2021) the criteria used in the 12 most important European pieces of legislation, country-specific fund labels and other standards guiding SI product design.

The STOXX® Global 1800 index jumped 4.3% last month, for a 21.1% advance in 2021, as the Omicron coronavirus variant was reported to lead to significantly lower levels of hospitalizations than previous types. Despite lockdowns, ongoing travel restrictions and supply-chain bottlenecks, the STOXX Global 1800 index finished last year 37% above its pre-pandemic peak in February 2020.

Stocks rose in December and wrapped their third consecutive year of double-digit gains, as fears of economic disruption stemming from the Omicron coronavirus variant abated.

Qontigo announced today the licensing of the DAX Index to Kiwoom Asset Management. The index will be used as an underlying for an ETF to be listed on the Korea Stock Exchange, a first in the Korean market.

Philips Pensioenfonds, in collaboration with analytics and index provider Qontigo and asset manager BlackRock, announces the launch of the iSTOXX® PPF Responsible SDG Index.