Index

The iSTOXX® Global Climate Change ESG NR Decrement 4.5% offers exposure to a portfolio on a decarbonization pathway and is compliant with the European Union Climate Benchmarks regulation.

The STOXX Global 1800 index rose 0.1% in dollars last month, paring an earlier decline of as much as 5.6%. Value and high-dividend stocks rise, but most other strategies struggle as investors contend with the prospect of higher interest rates.

A rebound in the month’s last week helped the STOXX® Global 1800 index record a small positive return for May, as investors continue to assess the impact on markets of rising interest rates in the US and elsewhere.

Qontigo’s global index provider STOXX Ltd. has announced changes to the DAX index family, which will become effective on 20 June 2022. The selection indices DAX, MDAX, SDAX and TecDAX represent the largest companies on the Regulated Market of Frankfurt Stock Exchange. They are selected according to free float market capitalization and are reviewed every three months.

Neal Pawar, Chief Operating Officer at Qontigo, addressed the Qontigo Investment Intelligence Summits to give the practitioner’s perspective on how to improve efficiency at investment firms. He focused on whether to buy or build operations in a radically changed technological ecosystem.

(June 1, 2022) – Qontigo has announced the new composition of the STOXX Europe 600 Index.

The STOXX Equity Factor Indices offer diversified exposure to five equity risk premia factors – Quality, Value, Momentum, Low Size and Low Volatility — through an enhanced multifactor approach designed for core portfolio allocation. Powered by STOXX’s indexing capabilities and Axioma’s risk models and portfolio optimizer, the indices deliver balanced, well-researched style factor exposures seeking long-term outperformance.

One year after the introduction of Europe’s Sustainable Finance Disclosure Regulation, SFDR Arts. 8 and 9 funds increased their combined share of total European fund assets to 45.6%.

Qontigo’s global index provider STOXX Ltd. has announced an unscheduled adjustment to the SDAX index. The free float of Aareal Bank AG changes by more than 10 percentage points.

The Qontigo Investment Intelligence Summit held on May 5 was the stage for a discussion around index-based thematic investing. Two industry experts — from BlackRock and Qontigo — explained why assets are flowing into thematics and why the strategies can best target the upside of a world undergoing structural change.

A new Qontigo whitepaper analyzes the risk characteristics and factor exposures of the STOXX Willis Towers Watson Climate Transition Indices (CTIs). The study helps investors understand the implications of a portfolio that is aligned with the goals of the Paris Agreement and that manages the risks and opportunities from moving to a low-carbon economy.

The STOXX WTW Climate Transition Indices are a new approach to managing climate risk that offer investors a systematic and transparent way to incorporate climate transition risk into their investment decisions.