Client Segments

ETF Issuers

Innovative index solutions for rapidly evolving markets

To help ETF issuers meet today’s multiple investment objectives, we combine innovative index construction with leading optimization and risk analytics capabilities. Our open architecture approach to integrating external data allows us to work with a range of best-in-class data from globally leading providers as well as client data. As investment strategies are becoming increasingly complex, investors face tradeoffs balancing numerous objectives that not only include traditional risk-return considerations, but also sustainability criteria. We design indices that incorporate sustainability objectives related to sustainability performance (typically measured by an ESG score), specific climate criteria or contributions to the United Nation’s Sustainable Development Goals. We are also a leading provider of factor-based and thematic indices.

Why Qontigo?

Customer-driven innovation

We partner with clients throughout every step of the process to co-design index solutions that are available and efficient

Powerful solutions

The combination of superior index construction expertise with leading risk model and optimization tools allows for the creation of powerful and creative indices

Open architecture framework

Our strategic open-architecture framework leverages leading third-party data and transforms qualitative objectives into quantifiable results

Deep experience

Over 30 years of designing liquid, rules-based indices that suit a variety of investment goals

Case studies and research

Index / ETFs

Developing an ESG enhanced version of DAX for BlackRock

The DAX ESG Target index was developed in collaboration with BlackRock, the world’s largest asset management firm. The index combines a tracking error target relative to the parent DAX index with ESG filters and carbon reduction targets. ESG data is provided by Sustainalytics.

Index / ETFs

Customized sustainable climate indices created for Northern Trust’s FlexShares

We designed four indices that integrate FlexShares’ proprietary ESG and factor scores. The indices aim to capture the excess returns associated to factors such as quality, low volatility and dividend yield while adjusting for sector, region, country and security-level biases.

Factor Investing

BlackRock and Qontigo’s collaboration: iShares multi-factor ETFs track STOXX indices to deliver consistent, risk-managed exposure for a portfolio’s core

Lukas Smart, Head of US iShares Sustainable and Factors Product Segments, and Arun Singhal, Qontigo’s Global Head of Index Product Management, discuss the recent update to BlackRock’s multi-factor offering and the outlook for factor investing.