Our best-in-class solutions consider investors’ need to integrate environmental, social and governance metrics alongside the traditional risk-return framework. And, because we understand the need to integrate our clients’ views and sustainability objectives, our curated, open ESG data and partnering architecture offers investors and clients choice and the ability to customize solutions.
“Exclude” strategies – an efficient starting base
This category is a starting point in responsible engagement and risk mitigation, and comprises ESG exclusion and integration strategies. For investors seeking to raise the ESG profile of portfolios but maintain low tracking errors and similar risk-return characteristics to STOXX and DAX benchmarks.
“Enhance” strategies – optimizing sustainable investing
Our ‘Enhance’ category has been designed for investors who wish to maximize their portfolios’ ESG profiles while maintaining benchmark exposure. The category is made up of STOXX and DAX indices that aim to maximize the sustainability profile of portfolios.
Key benefits
Superior design
Accurate and transparent non-financial factors are used to identify material ESG risks and growth opportunities
State-of-the-art index construction
The combination of superior index construction expertise with leading risk model and optimization tools allows for the creation of powerful and creative indices
Transparency and simplicity
We provide a clear and easy-to-explain, rules-based framework to incorporate ESG considerations into investment processes
Liquidity and tradability
Liquidity considerations always play a crucial role in the development and composition of indices
Key ESG indices
More information
Related news & research
Monthly Index News: October 2024
Stocks fell for the first month in six in October as earnings disappointments from technology companies and rising bond yields drove investors to take profits from this year’s rally.
Fossil fuels: Driver or drag on portfolio returns?
Returns from fossil fuel stocks tend to be linked to short-term moves in energy prices. Excluding the sector can help portfolios over the long term, particularly when integrated into a broader set of ESG criteria.
Monthly Index News: September 2024
Stocks gyrated in August, with benchmarks ending in positive territory for the month, as concern about a US economic slowdown was outweighed by optimism that interest rates will be cut this month. The STOXX World AC index rose 2.6% last month when measured in US dollars and including dividends, taking its 2024 gain to 16.4%. The STOXX Global 1800 index added 2.8% in the month.