News & Research
Most Recent News & Research

Changes were announced as part of the June regular review for the DAX 50 ESG, DAX ESG Target and DAX indices.

Index | ESG & Sustainability
The International Real Estate Index — A hedge against expected inflation
Real estate has long had the reputation of being at least a partial hedge against inflation, since both rental income and property values typically respond positively to inflationary pressures. The iSTOXX Developed and Emerging Markets ex USA PK VN Index has lived up to this reputation historically and is continuing to do so in the current inflationary environment.

A rebound in the month’s last week helped the STOXX® Global 1800 index record a small positive return for May, as investors continue to assess the impact on markets of rising interest rates in the US and elsewhere.

Index | ESG & Sustainability
Investments in SFDR Art. 9 funds grow in first quarter despite market drop
One year after the introduction of Europe’s Sustainable Finance Disclosure Regulation, SFDR Arts. 8 and 9 funds increased their combined share of total European fund assets to 45.6%.

Sustainability | ESG & Sustainability
Video: Kaylash Patel speaks about Qontigo’s sustainability offering and the role data plays
In a recent three-minute interview conducted at the Sustainable Investment Forum Europe, Kaylash Patel speaks about the role external sustainability data plays in the portfolio construction process.

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.

Index | ESG & Sustainability
Holding the world in your portfolio and considering climate transition risks
The STOXX WTW Climate Transition Indices are a new approach to managing climate risk that offer investors a systematic and transparent way to incorporate climate transition risk into their investment decisions.

Many investors want to incorporate Sustainable Development Goals in their portfolios. This blog shows that it is possible to create a portfolio that significantly improves the exposure to SDGs without taking on too much active risk.

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.

Analytics | Index | ESG & Sustainability
Want to incorporate SDG exposures into your portfolios? There’s no such thing as a (risk) free lunch, but here’s a way to do it…
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.

Index | Benchmarks
Together in ’22: Qontigo Investment Intelligence Summit returns to London, New York
After two years of virtual gatherings, I’m thrilled to announce that the flagship Qontigo Investment Intelligence Summit will return in person this May. This year’s Summit, which we have called ‘Together in ’22,’ will take place in London on May 5 and in New York on May 19. The two events will offer insights on some of the most important […]

Sustainability | ESG & Sustainability
BlackRock subscribes to the sustainable development goals dataset of the SDI Asset Owner Platform
The Sustainable Development Investments Asset Owner Platform (SDI AOP) and Qontigo, its exclusive distribution partner, have announced that leading asset manager BlackRock has subscribed to the SDI AOP dataset.