A comparison of the STOXX® Global Ageing Population and STOXX® Global Millennials Thematic indices
In this paper we evaluate two thematic investment strategies – STOXX® Global Ageing Population (“Ageing Population”) and STOXX® Global Millennials (“Millennials”) – which seek exposure to these two distinct generations.
Our research identified vast differences across style characteristics, sector weightings and especially performance, with Millennials consistently outpacing the older folks. However, both indices outpaced the broad market, albeit only slightly in the case of Ageing Population.
Authors
Melissa R. Brown, CFA
Managing Director of Applied Research
Anran Su
Associate, Client Support
