Blog Posts

Factor risk models can help hedge fund managers understand risk factors and exposures and can be an important part of their toolset. This is why we provide clients both statistical and fundamental risk models as a standard package, enhancing the potential for signal and alpha generation.

Get ready for the next 18 months – it could be a bumpy ride. And if it is, you’ll be well prepared for some of the most potentially disruptive ESG events (Economic, Security and Geopolitical!) with well thought-out stress tests. Below, we highlight what’s coming up, alongside some examples of comparable events you can use to help construct the most meaningful stress tests.

The rise of the mass affluent market and its rapidly changing customer behaviour and preferences have been the driving force behind digital acceleration in the wealth management ecosystem. In this blog, Tanya Bartolini, Co-Founder of multi-asset investment technology provider Jacobi, explains how wealth management organizations can use institutional-grade technology to ‘lift the lid’ on investment decision-making and provide richer insights to clients.

Transaction costs play a crucial role for any investor considering adopting sustainable principles in their investments. A new study from ISS LiquidMetrix and STOXX investigates the costs, and cost efficiencies, of shifting a benchmark portfolio of European equities to climate-transition versions.

Invesco has switched the underlying strategies for three US-listed ETFs that target technology themes to the following STOXX indices: STOXX® World AC NexGen Connectivity, STOXX® World AC NexGen Media, and STOXX® World AC NexGen Software Development. The change comes amid strong demand and performance for thematic strategies, particularly those exposed to technologies disrupting the global economy.

If you are a wealth manager, you are unlikely to have had a conversation about the performance of your clients’ portfolios without talking about taxes. Yet, surprisingly, much of the research and discussion about portfolio management is based on pre-tax returns.

As part of STOXX’s 25th anniversary celebrations, we caught up with Stephan Leithner, member of the Executive Board and responsible for Pre- & Post-Trading businesses at Deutsche Börse Group; and with Axel Lomholt, General Manager at STOXX. We got their impressions on STOXX’s growth trajectory and asked them what lies ahead for an indexing industry immersed in full transformation.

Investing has transformed radically since STOXX Ltd. was born. After a quarter-century of change, we continue to innovate with a growing family of indexing solutions that are as smart as they are accurate and reliable.

Daily expirations allow market participants to finetune hedging and accurately implement strategies around specific events such as economic data releases. More than 670,000 EURO STOXX 50 daily options have traded since their August listing.

The STOXX Global 1800 index fell 2.8% last month, ending 9.2% below its 2023 high in July. The STOXX World AC dropped 3%. Losses were widespread, with emerging markets and the Size factor leading the retreat.

The ETFs allow investors to consider the risks and opportunities presented by rising biodiversity-related liabilities. The core strategies are based on a multi-step framework designed by ISS ESG and STOXX, which not only applies screens to exclude companies that negatively impact biodiversity but also provides increased exposure to those more aligned with the preservation of the world’s natural capital.

The STOXX Global Lithium and Battery Producers index inaugurates an innovative dual identification process to selecting stocks, involving revenue and patents. As a key component in batteries, lithium is essential to the clean energy transition and the rollout of consumer electronics.