With multi-asset models and asset allocation tools, we help pension funds, insurance companies, sovereign wealth funds and other asset investors gain greater insights across holdings. Build your own custom benchmarks with an ESG tilt, evaluate ESG integration and performance, hedge your future liabilities and simplify reporting to your clients – all through our flexible, integrated solutions.
Using APIs to Minimize Workflow Disruption
Large asset owner focused on passive strategies onboards API-enabled optimizer and risk models as part of their technology stack
Flexiblity for Asset Owner Portfolios: iSTOXX MUTB Index Series
One of Asia’s largest banks sought to offer smart-beta products to its asset-owner clients, but lacked the capabilities to design sophisticated indices. We devised a series of co-branded indices that offer investors a spectrum of strategy tools and specific optionality, and gave our client flexibility, full support in index management, and the objectivity of a third-party index provider.
Manage and Hedge Portfolio with Listed Derivatives on ESG Benchmark Indices
When a large Scandinavian asset manager extended its responsible principles to all investment instruments, it left its trading arm with no listed derivatives to manage flows and risk in equity portfolios. We worked with the client to develop indices that meet standard sustainable criteria, and launched in a relatively short time pioneering ESG-screened derivatives on these benchmarks on Eurex.
A flexible, powerful and easy-to-use tool that provides users with a competitive edge in risk forecasting, portfolio construction, client reporting and alpha research.
Axioma Portfolio Optimizer
Deploy advanced portfolio optimization for a wide range of investment management approaches, from quantitative to fundamental with virtually limitless objectives and an equally unlimited range of constraints.
Axioma Multi-Asset Class Risk Model
Easily switch between a holistic view and a singular asset deep dive to gain a better understanding of risk and performance.
Axioma Fixed Income Spread Curves
A library of consistent, comprehensive issuer spread curves based on innovative methodology helps you guard against model-based instability and artificial volatility.
STOXX CTB and PAB Indices
STOXX Climate Indices are designed to facilitate the shift in investment towards a low-carbon economy and to align investments to the Paris Climate Agreement.
SDI Asset Owner Platform
A global standard for investing into the sustainable development goals.