Index

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

The Qontigo Investment Intelligence Summit held on May 5 was the stage for a discussion around index-based thematic investing. Two industry experts — from BlackRock and Qontigo — explained why assets are flowing into thematics and why the strategies can best target the upside of a world undergoing structural change.

A new Qontigo whitepaper analyzes the risk characteristics and factor exposures of the STOXX Willis Towers Watson Climate Transition Indices (CTIs). The study helps investors understand the implications of a portfolio that is aligned with the goals of the Paris Agreement and that manages the risks and opportunities from moving to a low-carbon economy.

The Index Industry Association (IIA) provides education and advocacy on behalf of independent index providers worldwide, CEO Rick Redding explains to Qontigo’s blog. With the transformation of the role and shape of indices in full swing, he sees huge possibilities for the industry and for investors ahead – as well as key challenges.

The STOXX Global 1800 index fell 8.2% in dollars last month, taking its retreat in 2022 to 13.2%. US technology shares slumped 12.9% in month, the worst showing since November 2008.

Stocks tumbled in April by the most since the onset of the COVID-19 pandemic as investors’ expectations grew that the Federal Reserve and other central banks will need to raise interest rates faster and higher to fight inflation.

This paper focuses on creating SDG portfolios that maximize exposure to one, two or all SDGs. The study shows that it is quite possible to create a portfolio that significantly improves the exposure to SDGs without taking on too much active risk. An optimizer can help manage that active risk.

The exchange-traded fund offers exposure to an industry whose phenomenal growth has only accelerated in recent years. The underlying STOXX USA ETF Industry tracks US companies with the highest revenue exposure to businesses involved in the design, issuance, sale and trading of ETFs worldwide.

Qontigo has licensed the STOXX® USA ETF Industry Index to Kiwoom Asset Management in Korea to be used as an underlying for an exchange-traded fund (ETF). This new index is the first to track the US ETF market through a thematic approach.

Qontigo announced the results of the annual Country Classification review for STOXX indices.

The futures will track four STOXX thematic indices that have a technology focus: Automation & Robotics, Breakthrough Healthcare, Digitalization and Digital Security. The centrally-cleared derivatives will complement a growing thematics ecosystem that includes ETFs, helping investors better manage portfolios.

The newly named AMUNDI STOXX EUROPE 600 ESG UCITS ETF DR fund meets increasing client demand for responsible-investing principles and will be classified as Article 8 under the Sustainable Finance Disclosure Regulation (SFDR).