Seismic shifts in climate, demographics and technology — known as megatrends — are transforming politics, economics and consumer behavior. Thematic investing positions portfolios for growth seeking the beneficiaries of these broad and disruptive developments changing our society.
Our thematic indices focus on companies from various industries honing in on a range of structural concepts with long-term economic impact. They attempt to identify current megatrends with future impact using a rules-based, transparent, and systematic approach. The indices can be used as underlyings for ETFs, mutual funds, structured products and exchange-traded derivatives.
Key benefits
Strong ideas
Capture long-term growth with themes carefully selected to shun short-term fads and avoid illiquid or narrow portfolios
Innovative approaches
Choose between a revenue-based and an artificial intelligence (AI)-based approach to accurately target themes
Open architecture
Benefit from our partnerships with leading data providers such as FactSet and Yewno, which are breaking ground in analytical methods to help accurately identify sources of thematic premia
Diversification opportunity
Diversify your portfolio with geographic allocations and time horizons that differ from those of traditional benchmarks
Related news & research
Capturing the upside of a digital future through thematic indices
Technological advancements are at the core of many disruptive economic trends harnessed by the STOXX Thematic indices. We look at seven of the strategies — from automation to electric vehicles and smart city infrastructure — designed to track the companies shaping our digital future.
Monthly Index News: October 2022
The STOXX® Global 1800 index rebounded from a two-year low last month on investors’ expectations that the Federal Reserve may soon slow down the pace of interest-rate hikes.
Monthly Index News: September 2022
In September, stocks suffered the worst monthly selloff since March 2020, with the STOXX® Global 1800 index erasing all of its gains from the northern hemisphere’s summer, as central banks around the world pushed ahead with more interest-rate hikes.
New thematic futures improve trading and risk management in growing investment space — Q&A with Eurex and Qontigo
We caught up with Zubin Ramdarshan, Head of Equity & Index Product Design at Eurex, and Yang Wang, Head of Thematic Index R&D at Qontigo, to learn more about the first-ever listing of thematics derivatives at the Frankfurt-based exchange.
New iSTOXX Metaverse index to underlie thematic ETF from LGIM
The new fund was listed on Sept. 7 and replicates the iSTOXX® Access Metaverse, an index tailored around a custom methodology aimed at tracking the key beneficiaries of a nascent theme in our modern world.
Monthly Index News: August 2022
Stocks resumed losses in August after central bankers said they are not done raising interest rates as they combat record-high inflation.
BlackRock’s iShares launches tech-focused thematic ETF of ETFs powered by STOXX indices
The Australia-listed iShares Future Tech Innovators ETF seeks exposure to companies driving the technological innovation that’s disrupting our modern world, by investing in six thematic ETFs. Target investments include the themes of automation & robotics, breakthrough healthcare and digitalization.
Monthly Index News: July 2022
Stocks jumped by the most in 20 months in July as investors focused on better-than-forecast earnings reports and on expectations that the Federal Reserve may slow down the pace of interest-rate increases.