Index Solutions

Revenue-Based Thematic Indices

Classical selection approach

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.

Key indices

STOXX Global Breakthrough Healthcare

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STOXX Global Silver Economy

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STOXX Global Video Gaming & eSports

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Index features

Broad universe

Construct portfolios derived from either the STOXX® Global Total Market Index or the STOXX® Developed Markets Total Market

Involvement screening

Employ one of the most granular sector analysis data sets for efficient representation of the theme

Minimum liquidity

Apply a trading value filter to avoid investments in illiquid securities

Guaranteed exposure

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

Sustainable investing

Implement ESG screenings within thematic portfolios

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Indexing Thematic Megatrends

In this paper, we discuss our approach to thematic indices, data sources and the related index construction methodologies.

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Qontigo’s Thematic Indices Family Grows

Thematic investing has captured the zeitgeist of our modern world by attracting strong capital flows targeting disruptive megatrends.

 

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