News & Research

Fourth quarter 2022 insights from Qontigo, revealed that the ESG segment of the total global passive ETF market is just 4.7 per cent but accounted for more than 10 per cent of all net new assets across the industry in 2022.

As more investments are channeled into the UN’s Sustainable Development Goals (SDGs), a Qontigo whitepaper examines what the strategies may mean in terms of returns. The study uses a new, forward-looking analysis from the Sustainable Development Investments Asset Owner Platform (SDI AOP) on companies’ patents aligned with the SDGs, and finds that a high patent/SDG score can be an alpha-generating signal.

This paper investigates the effectiveness of a proxy for the new SDI Innovation Outlook score in predicting equity returns and enabling the construction of outperforming portfolios.

The Sustainable Development Investments Asset Owner Platform (SDI AOP) helps investors assess companies’ contributions to sustainability themes using the UN Sustainable Development Goals. The asset owner-led effort provides a robust SDG-alignment framework and data, and is already used worldwide by investors for implementation and tracking of sustainability strategies, and engagement with multiple stakeholders.

The Sustainable Development Investments Asset Owner Platform (SDI AOP) and Qontigo, its exclusive distribution partner, have announced the launch of the SDI Innovation Outlook. The new dataset provides forward looking information, by analyzing the alignment of companies’ patent portfolios with the United Nations Sustainable Development Goals.

Qontigo, a leading provider of innovative risk, analytics, and index solutions, has partnered with Ortec Finance, a leading global provider of technology and solutions for risk and return management, to provide climate stress testing capabilities within Qontigo’s Axioma Risk for clients to assess climate risks in their portfolio.

In this paper, our goal is to show how sustainability ETF exposures to a number of sustainability-related factors may vary. It is eminently clear to us that investors with a view about key sustainability features cannot rely on the fund name, but instead need to do more digging into whether their fund meets the required criteria.

At the Sustainable Investment Forum North America 2022, Saumya Mehrotra, Associate Principal, Sustainable Investment shares how the combination of our open ESG data and architecture, index platform and analytic capabilities enable our clients on their journey to full sustainability integration.

The Sustainable Development Investments Asset Owner Platform (SDI AOP) helps investors assess companies’ contributions to the UN’s Sustainable Development Goals. With the latest enhancement to its dataset, investors can also imbed information around products and services that have a negative impact.

The SDI AOP and Qontigo have announced significant enhancements to the SDI AOP dataset as part of the August 2022 data release. The data analyzes corporate alignment with the United Nations Sustainable Development Goals (SDGs).

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.