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News & Research
Most Recent News & Research
![Green efficient frontiers. Part 2: Practical considerations in constructing sustainability portfolios](jpg/po472-esg-landscape-intro-900x350.jpg)
Index | ESG & Sustainability
Green efficient frontiers. Part 2: Practical considerations in constructing sustainability portfolios
On the surface, constructing a sustainable portfolio or index may seem relatively straightforward. After all, it’s just about excluding and reweighting – or is it?
![Combatting greenwashing with transparent and verifiable data](jpg/blue-and-green-original-intro-900x350.jpg)
As the sustainability landscape continues to grow and change, there is a pressing need for evolving data that helps investors to better understand the sustainability outcomes associated with their investments. The SDI AOP has set out to address this, with continuously growing datasets updated quarterly, to assess companies’ contributions to the UN Sustainable Development Goals. James Leaton, Research Director of the SDI AOP, discusses the latest platform developments led by its asset-owner led community.
![Green efficient frontiers: Minimizing the risk impact of exclusions in sustainable portfolios](jpg/po600-intro-900x350.jpg)
Index | ESG & Sustainability
Green efficient frontiers: Minimizing the risk impact of exclusions in sustainable portfolios
A new whitepaper from Qontigo’s research team explores the benefits of constructing an exclusions portfolio with an optimizer, which helps limit active risk and frees up capital to allocate towards sustainability or performance objectives.
![Mapping companies’ contributions to sustainability goals: Quantifying alignment with investment themes](jpg/po577-intro-900x350.jpg)
Index | ESG & Sustainability
Mapping companies’ contributions to sustainability goals: Quantifying alignment with investment themes
The Sustainable Development Investments Asset Owner Platform (SDI AOP) helps investors assess companies’ contributions to sustainability themes using the UN Sustainable Development Goals. The asset owner-led effort provides a robust SDG-alignment framework and data, and is already used worldwide by investors for implementation and tracking of sustainability strategies, and engagement with multiple stakeholders.
![Measuring the implied risk tolerance of SDG-optimized portfolios](jpg/sdg-july-2022-intro-900x350.jpg)
The ROOF methodology can capture the ‘sentiment’ of a portfolio relative to its benchmark. We run ROOF scores to determine the risk appetite of investors holding four portfolios aligned with respective Sustainable Development Goals.
![Video: Qontigo’s Rob Reina on ETFs vs. Direct Indexing: What Does the Future Hold?](jpg/po515-rick-redding-intro-900x350.jpg)
Index | Index / ETFs
Video: Qontigo’s Rob Reina on ETFs vs. Direct Indexing: What Does the Future Hold?
Direct Indexing has exploded in popularity and more financial advisors are incorporating it into client portfolios than ever before. Increased adoption, advances in technology and appreciation for the tax benefits of Direct Indexing will likely continue to accelerate its rapid growth. How will this impact the advisors’ perception and use of ETFs going forward? Qontigo’s Rob Reina, and other expert panelists addressed the pros and cons of each when constructing portfolios for your clients and offer in-depth analysis on their most appropriate applications.
![Together in ’22: Qontigo Investment Intelligence Summit returns to London, New York](jpg/qontigo-summit-2022-audience-from-2018-intro-900x350.jpg)
Index | Benchmarks
Together in ’22: Qontigo Investment Intelligence Summit returns to London, New York
After two years of virtual gatherings, I’m thrilled to announce that the flagship Qontigo Investment Intelligence Summit will return in person this May. This year’s Summit, which we have called ‘Together in ’22,’ will take place in London on May 5 and in New York on May 19. The two events will offer insights on some of the most important […]
![Unlocking the return potential in factor investing](jpg/introducing-factor-indices-intro-900x350.jpg)
For years, factor investing has demonstrated its potential to outperform the general market.
![For investors in Korea, a case for European diversification](jpg/options2-intro-900x350.jpg)
As the outlook for Technology stocks appears uncertain, we look at the risk-management benefits for Korean investors of adding a little DAX exposure to a KOSPI portfolio.
![Qontigo’s Seegopaul and Gu: ‘iSTOXX APG Responsible Investment Indices Designed for New Era of Sustainability’](jpg/qontigo-on-apg-intro-900x350.jpg)
Index
Qontigo’s Seegopaul and Gu: ‘iSTOXX APG Responsible Investment Indices Designed for New Era of Sustainability’
The iSTOXX APG World Responsible Investment Indices were designed to ‘layer in’ various sustainability filters in order to measure the effect on risk and returns of each individual ESG criteria on a developed-markets global equities portfolio. Hamish Seegopaul and Yurong Gu explain how the new indices came about and discuss the value of the collaboration with the Netherlands’ APG and with BlackRock.
![APG’s Van Dijk: iSTOXX APG World RI Indices Bring Rules-Based Index Solution to Active Investment Framework](jpg/apg-intro-900x350.jpg)
Index
APG’s Van Dijk: iSTOXX APG World RI Indices Bring Rules-Based Index Solution to Active Investment Framework
Ronald van Dijk, Deputy CIO at APG Asset Management, discusses how the recently launched iSTOXX APG World Responsible Investment Indices help pension funds and other investors incorporate different layers of sustainability ambitions on portfolios in an innovative, flexible and transparent way.
![Beyond ESG: From ‘How Does Sustainability Affect My Portfolio’ to ‘How Does My Portfolio Affect the World?’](jpg/beyond-esg-intro-900x350.jpg)
Index | ESG & Sustainability
Beyond ESG: From ‘How Does Sustainability Affect My Portfolio’ to ‘How Does My Portfolio Affect the World?’
ESG integration, sustainability, and impact investing…While there may be overlap in the meanings of these terms, they each represent a distinct approach to “doing well while doing good” in investor portfolios.