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Barclays licenses two EURO iSTOXX 50 ESG Focus indices

Release date: 08 May 2018 | STOXX

Barclays licenses two EURO iSTOXX 50 ESG Focus indices

Zurich (May 8, 2018) - STOXX Ltd., the operator of Deutsche Börse Group’s index business and a global provider of innovative and tradable index concepts, has licensed the EURO iSTOXX 50 ESG Focus Index and the EURO iSTOXX 50 ESG Focus GR Decrement 5% Index to the British bank Barclays as underlyings for the issuance of structured products.

“We observe a growing demand for equity investments driven by ESG criteria and the launch of the EURO iSTOXX 50 ESG Focus Index is a key step forward. The index stands out as the natural ESG version of the EURO STOXX 50 benchmark, since both indices share the same underlying stock basket. A decrement version completes the family to meet current client demand. Barclays is very pleased to partner with STOXX and leading ESG score provider Sustainalytics to enhance the current ESG offering. This launch highlights Barclays’ commitment to offering ethical investment solutions as ESG factors come to feature more prominently in investors’ decisions,” said Arnaud Heckenroth, Managing Director, Head of EMEA Equity Exotics and Hybrid Structuring with Barclays.

“By offering these EURO iSTOXX 50 ESG Focus indices together with Barclays we enable investors to overweigh environmental, social and governance attributes in their respective portfolios. These indices are derived from our established flagship index EURO STOXX 50. Companies that rank highest in terms of ESG scores are over-weighted, according to a transparent rating model provided by Sustainalytics,” said Matteo Andreetto, CEO STOXX.

The EURO iSTOXX 50 ESG Focus GR Decrement 5% index replicates the performance of the EURO iSTOXX 50 ESG Focus Gross Return Index assuming a constant 5% performance deduction per annum. The performance deduction accrues constantly on a daily basis. Consequently, due to the percentage of performance being subtracted, the EURO iSTOXX 50 ESG Focus GR Decrement 5% Index is underperforming the standard EURO iSTOXX 50 ESG Focus Gross Return index that includes a gross dividend investment. The index universe is defined by the EURO STOXX 50 Index.

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About STOXX Limited

STOXX Ltd. is a global index provider, currently calculating a global, comprehensive index family of over 7,500 strictly rules-based and transparent indices. Best known for the leading European equity indices EURO STOXX 50, STOXX Europe 50 and STOXX Europe 600, STOXX Ltd. maintains and calculates the STOXX Global index family which consists of total market, broad and blue-chip indices for the regions Americas, Europe, Asia/Pacific and sub-regions Latin America and BRIC (Brazil, Russia, India and China) as well as global markets.

To provide market participants with optimal transparency, STOXX indices are classified into four categories. Regular “STOXX” indices include all standard, theme and strategy indices that are part of STOXX’s integrated index family and follow a strict rules-based methodology. The “iSTOXX” brand typically comprises less standardized index concepts that are not integrated in the STOXX Global index family, but are nevertheless strictly rules-based. While indices that are branded “STOXX” and “iSTOXX” are developed by STOXX for a broad range of market participants, the “STOXX Customized” brand covers indices that are specifically developed for clients and do not carry the STOXX brand in the index name. Under the Omnient brand, STOXX offers custom indices from its existing index universe.

STOXX indices are licensed to more than 600 companies around the world as underlyings for Exchange Traded Funds (ETFs), futures and options, structured products and passively managed investment funds. Three of the top ETFs in Europe and approximately 25% of all assets under management are based on STOXX indices. STOXX Ltd. holds Europe's number one and the world's number two position in the derivatives segment.

STOXX is part of Deutsche Boerse Group, and also calculates, disseminates and markets the DAX indices.

 

STOXX, Deutsche Boerse Group and their licensors, research partners or data providers do not make any warranties or representations, express or implied, with respect to the timeliness, sequence, accuracy, completeness, currentness, merchantability, quality or fitness for any particular purpose of its index data and exclude any liability in connection therewith. STOXX, Deutsche Boerse Group and their licensors, research partners or data providers are not providing investment advice through the publication of indices or in connection therewith. In particular, the inclusion of a company in an index, its weighting, or the exclusion of a company from an index, does not in any way reflect an opinion of STOXX, Deutsche Boerse Group or their licensors, research partners or data providers on the merits of that company. Financial instruments based on the STOXX® indices, DAX® indices or on any other indices supported by STOXX are in no way sponsored, endorsed, sold or promoted by STOXX, Deutsche Boerse Group or their licensors, research partners or data providers.

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