iSTOXX^® Transatlantic Megatrends ESG 60

The STOXX Global Thematic indices comprise of companies from selected countries exposed to a defined set of themes: Ageing Population, Automation & Robotics, Digitalisation, Breakthrough Healthcare. These companies, or components of their business lines, are positioned to long-term structural trends driving social, economic and environmental change which, in the future, will have a substantial impact on their performance.

Revere (RBICS) data allow a detailed breakdown of the revenue sources of the eligible companies, helping this index to select companies with substantial exposure to the Breakthrough Healthcare theme. The Global Thematic indices also take ESG considerations into account and commit to a minimum percentage of sustainable investment thresholds based on ISS ESG data.

Additonally, companies that are non-compliant with the Global Standards Screening (GSS), involved in Controversial Weapons activities, or display a Severe (Category 5) Controversy Rating, as identified by Sustainalytics, are excluded. Other exclusion criteria are involvement in Weapons (Small Arms and Military Contracting), Unconventional Oil & Gas (Arctic Oil and Gas Exploration, Oil Sands and Shale Energy), Conventional Oil & Gas, Thermal Coal, Nuclear Power and Tobacco.

Index Guides, Benchmark statement, and other reports are available under the Data tab.

The STOXX Global Silver Economy Index is comprised of companies that stand to benefit from the healthier and wealthier ‘baby boomer’ generation. Born at the time of a booming economy, these individuals are associated with a relatively high and stable income and are more tech-savvy than the generations before them. The companies in this index are involved in the manufacture of smart healthcare products, leisure, tourism and e-commerce, all of which are being increasingly adopted by the older generation.

Revere (RBICS) data allow a detailed breakdown of the revenue sources of the eligible companies, helping this index to select companies with substantial exposure to the silver economy trend.

Furthermore, the index excludes companies that Sustainalytics considers to be in breach of UN Global Compact principles or to be involved with controversial weapons.

Index Guides, Benchmark statement, and other reports are available under the Data tab.