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Latest Blog Posts
Analytics | Index | ESG & Sustainability
Measuring the implied risk tolerance of SDG-optimized portfolios
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.
Analytics | Index | Index / ETFs
Video: Qontigo’s Rob Reina on ETFs vs. Direct Indexing: What Does the Future Hold?
Direct Indexing has exploded in popularity and more financial advisors are incorporating it into client portfolios than ever before. Increased adoption, advances in technology and appreciation for the tax benefits of Direct Indexing will likely continue to accelerate its rapid growth. How will this impact the advisors’ perception and use of ETFs going forward? Qontigo’s Rob Reina, and other expert panelists addressed the pros and cons of each when constructing portfolios for your clients and offer in-depth analysis on their most appropriate applications.
Analytics | 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 […]
Analytics | Portfolio Risk Management
Video: Ukraine invasion sends shockwaves across financial markets
Melissa Brown, Qontigo’s Head of Applied Research, discusses the impact of the Ukraine conflict on markets, sectors and volatility.
Portfolio customization: Have you ever heard of it? If you’re a wealth manager, the answer is probably ‘yes’. But trying to keep up with investor demand to incorporate individual preferences across hundreds, if not thousands, of portfolios cost-efficiently, is a tall order requiring the right underlying technology and support across your organization.
Analytics | ESG & Sustainability
Pensioenfonds PGB: SDI AOP data will help us increase our SDG-related investments
Dutch pension fund Pensioenfonds PGB is one of the subscribers to the Sustainable Development Investment Asset Owner Platform. The data, backed by some of the largest asset owners in the world, creates a standard for investing in the UN Sustainable Development Goals.
Analytics | Portfolio Risk Management
Qontigo’s Global Multi-Asset Class Risk Model + Optimizer = A power duo for fixed income benchmark tracking
When the Axioma Global Multi-Asset Class Risk Model (AXGMM) is combined with the industry-leading Axioma Portfolio Optimizer, the ability to track, tilt and hedge multi-asset class portfolios is exceptional. But its prowess in handling fixed income portfolios on their own should not be overlooked.
Analytics | Portfolio Risk Management
How deflated investor sentiment knocked the wind out of the market in Q3
The mood of investors in Q3 2021 was decidedly undecided—and increasingly skeptical. Questions about the strength of the economic recovery, persistent inflationary pressures, the world’s ability to overcome the pandemic, and the timing of any tapering efforts by major central banks kept sentiment on the negative side of the neutral zone.