News & Research

The fight to preserve our nature’s systems is intensifying, presenting both additional risks and opportunities for investors. Qontigo’s ISS STOXX Biodiversity indices offer a multi-step framework to address biodiversity challenges while employing state-of-the-art datasets.

The goals of the Paris Agreement depend inexorably on the decarbonization of the transport sector and, therefore, on the widespread adoption of electric cars. Investors can join the clean transportation megatrend through targeted thematic strategies.

Our Sustainable Investments team has produced a document detailing the methodology for reporting the sustainable investment percentage of STOXX and DAX indices. The rules are aligned with the spirit of the EU’s Sustainable Finance Disclosure Regulation (SFDR) and are designed, among other things, to bring specificity and flexibility when constructing sustainable portfolios.

A new whitepaper from Qontigo’s research team explores the benefits of constructing an exclusions portfolio with an optimizer, which helps limit active risk and frees up capital to allocate towards sustainability or performance objectives.

Citigroup has expanded its suite of thematic structured products linked to STOXX indices that are adapted for participation products.

At a recent IPE webinar, experts from Qontigo and DWS discussed how investors can build a sustainable strategy considering their impact objectives, tracking error budgets and the need to comply with evolving regulation.

Baden-Württemberg, Brandenburg, Hesse, and North Rhine-Westphalia are heightening the responsible profile of state pension funds by adopting customized versions of STOXX Paris-aligned benchmark indices for their investments.

Two panels at the SRP Europe Conference 2023 discussed the role of index design in building structured products for a changing market landscape. Topics covered include rising interest rates and volatility, and growing demand for sustainability and thematic investment strategies.

The modular STOXX World indices allow investors to flexibly build portfolios covering a broad and liquid universe of stocks, slicing and dicing the world’s equity markets along regions, countries, market capitalization and sectors.

The exchange during a recent Savvy Investor webinar centered around ways to measure companies’ contribution towards achieving the United Nations’ Sustainable Development Goals (SDGs) and use those metrics in investment processes.

Changes were announced as part of the March regular review of the DAX 50 ESG, DAX 50 ESG+, DAX ESG Target, DAX ESG Screened and DAX indices.

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.