News & Research

Sustainability has moved from a tangential consideration to a crucial criterion in portfolio construction. A line-up of experts told this year’s Qontigo Investment Intelligence Summit how this evolution is re-shaping the entire investment landscape.

There is no denying the impact of climate change — and associated regulatory realities — on the business of investment management. For portfolio managers, it is essential to understand how to successfully adapt and prepare for what some call the “mother of all correlated risks”. Here we expose — in three parts — what portfolio managers need to know when switching to a fully Paris Aligned Benchmark (PAB) portfolio from a current market-cap weighted (CWB) portfolio.

There is no denying the impact of climate change — and associated regulatory realities — on the business of investment management.

The recent Industry Classification Benchmark (ICB) revamp has introduced slight risk-profile adjustments at a portfolio’s sector level. A new Qontigo study unveils the extent of the changes.

Melissa Brown discusses the STOXX® Europe 600 Paris-Aligned Benchmark Index, and the strategy driving a higher return and lower volatility than its benchmark.

STOXX Factor Indices are designed for investors who want to reap factor premia while avoiding the noise that pervades many other such products that allow undesired exposures.

The countdown to Britain’s yet-unmanaged departure from the European Union is causing anxiety across the country – with the stock market appearing as one noticeable exception. 

Last August, Credit Suisse Asset Management (Switzerland) Ltd. launched the first index fund tracking the EURO STOXX® Multi Premia Index, a multi-factor strategy based on cutting-edge research. 

Global stocks wrapped up their best calendar quarter in over eight years in March, as the Federal Reserve halted its interest-rate increases, and expectations strengthened for a trade truce between the US and China.

The growing popularity of smart-beta products has fueled the debate around whether their advantages and potential performance can prevail across different market environments. 

Equal-weight index strategies have gained in popularity and capital flows in recent years as a way for investors to diversify risk at the stock level.

Bank of America Merrill Lynch is among brokers saying the euro will likely recoup its losses against the dollar in 2019,1 as the Federal Reserve slows down the pace of tightening and the European Central Bank (ECB) gradually removes monetary support.