The STOXX revenue-based thematic indices use the FactSet Revere Business Industry Classification System (RBICS) data set, whose unique content sets provide a dynamic industry taxonomy. The highly granular and accurate sector and industry classification (up to 1,500 distinct sub-industries identified) allows a detailed breakdown of companies’ revenue sources, helping to identify and select businesses with substantial exposure to specific themes.
STOXX Global Breakthrough Healthcare
STOXX Global Silver Economy
STOXX Global Video Gaming & eSports
Construct portfolios derived from either the STOXX® Global Total Market Index or the STOXX® Developed Markets Total Market
Employ one of the most granular sector analysis data sets for efficient representation of the theme
Apply a trading value filter to avoid investments in illiquid securities
Select stocks most exposed to sectors associated with the specific theme, and weight the portfolio towards companies with the highest aggregate thematic exposure and the largest market capitalizations
Implement ESG screenings within thematic portfolios
Indexing Thematic Megatrends
Qontigo’s Thematic Indices Family Grows
Thematic investing has captured the zeitgeist of our modern world by attracting strong capital flows targeting disruptive megatrends.