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Index Solutions

STOXX thematic indices

Position portfolios for growth, leveraging forward-looking trends changing our society

Why is thematic investing relevant?

Thematic investing, particularly in form of thematic ETFs which track thematic indices, has seen exponential growth over the last few years as investors seek to diversify away from traditional cycle-sensitive sector exposures and into long-term structural economic trends.

In doing so, they target the beneficiaries of transformative forces shaping the global economy and societies. Primarily among them is the wave of technology-driven innovation, which creates efficiencies in businesses, shifts human activity to the digital space, and pushes breakthrough advances in healthcare, communications, and other industries.


What is the difference between thematic and sector investing?

It’s important to distinguish between thematic investing or theme investments and sector investing. In a nutshell, thematic indices select stocks belonging to multiple sectors that suit a theme, while sector indices focus on one particular sector. A typical sector index will concentrate on banking, chemicals or construction. Thematic indices are much broader, a typical thematic index will focus on a theme such as digital security or breakthrough healthcare.


What are the megatrends and how do they drive thematic investing?

Seismic shifts in the environment, 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.

Megatrend #1:

Environment


Growing societal awareness of environmental and sustainability issues are impacting our quality of life

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Megatrend #2:

Future technology


Technological advancements and digital innovations are changing our daily lives and making them more efficient

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Megatrend #3:

Socio-dEmographics


Shifts in global demographics will bring significant challenges and opportunities for societies and businesses


What makes Qontigo’s thematic indices different?

Expertise

We have a team of dedicated thematic product developers researching new themes, allowing us to identify emerging trends ahead of the competition

Long-term view

We develop solutions that are intended to span business cycles and focus on megatrends rather than short-termism

Partnerships

We work closely with clients from idea generation to launch while drawing from both external and internal expertise

Customization

Our expertise allows us to tweak a concept, amend the starting universe, and apply additional data sets if needed

Open architecture

Clients benefit from our partnerships with leading data providers


How are thematic indices calculated?

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 thematic ETFs, thematic funds, structured products and exchange-traded derivatives.

When it comes to thematic investing, there is no one-for-all approach. Therefore, we use three different selection methodologies.


Which selection methodologies are used?

Revenues

Considers a company’s revenue exposure to pre-defined sectors

Learn more >

Artificial intelligence

Applies natural language processing techniques to interpret unstructured data

Learn more >

Patents

Patent data is analyzed to capture companies that are market leaders and innovators in the identified technologies

Learn more >

Key thematic indices

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A CLOSER LOOK

STOXX Global Digital Entertainment and Education Index

Our recent white paper, “The future of school and play: STOXX Global Digital Entertainment and Education Index,” analyzes the performance of the index versus the broad market. The STOXX Global Digital Entertainment and Education Index (GDEE Index) captures the global digital transformation of entertainment and education — a long-term structural change. Between 2015 and 2022, the index outperformed both the global market and the STOXX Global 3000 Media Index and demonstrated similar performance (with different drivers) to the STOXX Global 3000 Technology Index.


Related news & research

Thematic Investing

The Metaverse: investing at the new digital frontier

The recently launched STOXX Global Metaverse Index uses a sophisticated methodology to screen those companies with the most relevant patents in technologies associated with the Metaverse. This allows investors to target innovators whose products and services are likely to be leading the transition to the virtual world in the coming years. A new Qontigo whitepaper explores the index in detail.

Qontigo Whitepapers

Using patent data to capture the greatest innovators in the Metaverse

In this paper, we explore the rationale and methodology behind the construction of the index. We start by explaining the concept of megatrends and how they can be captured through thematic indexing, using a multifaceted approach. We look as well at the index performance before concluding with an outlook on the opportunities for the Metaverse in the years to come.

Benchmarks

Monthly Index News: December 2022

Stocks declined in December, wrapping the STOXX® Global 1800 index’s worst year since 2008, as investor concerns lingered about the impact of inflation and higher interest rates on economic and earnings growth.

Thematic Investing

Metaverse ETFs’ Boom and Bust

“The overarching story around the components that make up Metaverse still have a very long-term appeal when it comes to growth and innovation,” said Arun Singhal, global head of product management at Qontigo, in an interview with ETF.com.

Thematic Investing

New STOXX Global Metaverse Index licensed to BlackRock’s iShares for ETF targeting digital-frontier pioneers  

The index follows a unique patents-based stock selection methodology targeting innovators and specialists that are helping create and deploy the Metaverse. With it, Qontigo expands its wide suite of thematic indices harnessing the upside of companies at the vanguard of new technologies.

Index / ETFs

BlackRock launches the iShares Metaverse UCITS ETF

BlackRock has launched a new ETF (exchange traded fund), giving European clients targeted exposure to a wide variety of companies active in developing metaverse technologies. The iShares Metaverse UCITS ETF [MTAV] will track the STOXX Global Metaverse Index.

Benchmarks

Monthly Index News: November 2022

The STOXX® Global 1800 index rose for a second straight month in November as investors raised expectations that higher interest rates are helping temper inflation.

Thematic Investing

Capitalizing on early lifecycle innovation through thematic investing

Revenue-based thematic indices allow investors to target the companies benefitting from disruptive and structural economic trends. But how can investors access the earlier stages of those trends, and harness the upside of higher growth rates?