News & Research

Chris Huemmer, Northern Trust Asset Management’s Senior Investment Strategist, discusses his firm’s innovative ETFs tracking multi-factor, ESG and climate strategies, and the role of an index provider in wrapping up a holistic investment approach.

A new Qontigo whitepaper compares the composition, risk profile and performance of the STOXX® Global Millennials and STOXX® Global Ageing Population indices, two thematic indices that help investors target companies most exposed to these two very distinct cohorts.

The STOXX SRI (Socially Responsible Investing) indices are part of Qontigo’s index-based sustainability solutions framework, which grew this year to address investors’ varied ESG needs and ambitions. The SRI indices seek to improve the ESG profile of the portfolio and lower its carbon emissions.

For this paper Qontigo’s Sustainable Investment Team collaborated with Clarity AI’s research team to deep dive into the theory and practice of impact investment, define the gaps and propose the reconciliation methods between the two.

The futures are the world’s most popular sustainability-focused derivatives and have seen increasing demand as investors and traders turn to ESG-compliant instruments to hedge and manage portfolios. The ESG derivatives space at Eurex has beaten records in daily and monthly traded contracts this year.

This whitepaper evaluates two thematic investment strategies – STOXX® Global Ageing Population (“Ageing Population”) and STOXX® Global Millennials (“Millennials”) – which seek exposure to these two distinct generations.

Melissa Brown, Qontigo’s Global Head of Applied Research, spoke with Hardika Singh of The Wall Street Journal about her outlook on the markets. According to Melissa, market rallies during low trading volumes of the summer months can be hard to maintain come fall when volumes typically increase.

A new Qontigo whitepaper analyzes the risk, performance and returns attribution of four indices tracking technology themes, uncovering specific characteristics of the portfolios and differences vis-à-vis the broader technology sector and the overall market.

In this paper we analyzed four tech-oriented thematic indices’ performance and risk through a factor lens leveraging Axioma’s Worldwide Fundamental Factor Model, and also compared their characteristics to the broad market indices.

Stocks rose for a sixth straight month during July, as ongoing optimism that the global economy and corporate profits are rebounding outweighed concerns about a reacceleration of the COVID-19 pandemic.

The STOXX® Global 1800 Index gains 1.6% in dollars in July as investors’ optimism about economic and earnings growth outweighs concerns that a new variant of the COVID-19 virus may slow down the recovery. Asian stocks fall as China tightens regulation over some industries.

The world’s share of responsibly managed assets continued to expand in the two years through 2019, according to one of the most comprehensive industry studies. US-based ESG assets jumped 42% during the period. In Europe, sustainable assets dropped amid higher standards of what constitutes an ESG investment.