Index

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

Qontigo has won the Triple A ‘Best Index Provider for ETFs, Asia: Thematic’ Award 2022 for its STOXX indices.

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.

Qontigo’s global index provider STOXX Ltd. has announced an unscheduled adjustment to the SDAX index. The free float of Deutsche EuroShop AG changes by more than 10 percentage points.

Qontigo’s global index provider STOXX Ltd. has announced an unscheduled adjustment for ADVA Optical Networking SE in SDAX.

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 recent launch of the STOXX U.S. Equity Factor Index, which underlies the iShares U.S. Equity Factor ETF (LRGF), highlights the real-world performance benefits of a factor-based approach that seeks to manage risk relative to a capitalization-weighted benchmark.

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.

Stocks tumbled in June, with the STOXX® Global 1800 index sliding into a bear market, on concern the world’s major economies may be headed for a recession while central banks are fighting runaway inflation.

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.