Blog posts

Investors can access three different German benchmarks that follow an ESG strategy designed to meet specific needs and responsible objectives, and that have the same rules and transparency characteristics as the blue-chip DAX index.

The STOXX Global 1800 index gained 7.9% in dollars last month, its best monthly showing since November 2020. The index is still down 14.4% in 2022.

Futures and options enable investors to take directional views and hedge portfolios as markets pull back and price swings increase this year.

This year’s market volatility and macro shocks have raised a challenge to the thematic investing boom, but also offer a chance to reappraise the benefits of the investment approach. Overall, the funds continue to attract net inflows as investors seek alternatives to traditional sector-based portfolios in their search for long-term outperformance.

A new white paper from Qontigo analyzes the components of a multi-factor alpha forecast in a universe of US stocks. The alpha has enhanced market returns over the last 20 years, with 2021 showing the best annual results.

The ROOF methodology can capture the ‘sentiment’ of a portfolio relative to its benchmark. We run ROOF scores to determine the risk appetite of investors holding four portfolios aligned with respective Sustainable Development Goals.

Changes follow a market consultation with stakeholders and were devised to bring the German equity benchmarks in line with international standards.

The global benchmark plunged 8.7% in dollars last month, wrapping up its worst month and quarter since the COVID-19 pandemic hit in the first quarter of 2020. The index is down 21% so far in 2022.

We examine the composition and profile of the STOXX Global Digital Entertainment and Education Index, a thematic index that underlies a new iShares ETF, for investors interested in understanding the portfolio’s composition and drivers of returns.

MIT Professor of Applied Economics Roberto Rigobon took the stage at the recent Qontigo Investment Intelligence Summit in New York to explain how inconsistencies in measurement, scope and priorities are leading to vast discrepancies in ESG ratings. To avoid confusion and mismanagement, he said, decision-makers must strive to understand what’s behind the data and carefully choose what best fits their goals.

Direct Indexing has exploded in popularity and more financial advisors are incorporating it into client portfolios than ever before. Increased adoption, advances in technology and appreciation for the tax benefits of Direct Indexing will likely continue to accelerate its rapid growth. How will this impact the advisors’ perception and use of ETFs going forward? Qontigo’s Rob Reina, and other expert panelists addressed the pros and cons of each when constructing portfolios for your clients and offer in-depth analysis on their most appropriate applications.

The new fund tracks the STOXX Global Digital Entertainment and Education Index, one of the latest additions to the STOXX Thematic indices suite and to a growing partnership in innovative thematic solutions between Qontigo and BlackRock.