Indices can be designed to offer exposure to a particular thematic field, meet certain environmental, social and governance (ESG) criteria, or employ various factors in order to outperform. Strategies can also be either delta-one or non-delta-one, considering, for example, currency-hedged indices, long/short indices, volatility target/cap indices, leveraged indices, delta-hedged indices, as well as optimization indices.
Countries and Sectors
You can choose to include or exclude specific countries and sectors in order to create the exact exposure you’re looking for. We provide extensive coverage of developed, emerging, and frontier markets that can be incorporated into the index calculation.
Indices are typically weighted based on market capitalization or equally weighted. In addition, we can apply any potential customized weighting scheme. Examples include weighting based on yield, volatility, or sustainability score.
Our indices can be calculated as price and (net) total return versions.
Dividends can be reinvested into the paying stock or across all stocks in the basket; coupon payments can be reinvested proportionally into the index directly upon receipt or collected in a cash component and reinvested at the next rebalancing – it’s up to you. Additionally, Solactive can calculate indices taking synthetic dividends into account.
Thanks to our flexible IT systems, we’re able to tailor the rebalancing frequency of our indices to your needs. This includes annual, semi-annual, and quarterly rebalancing – depending on the index type, even daily adjustments are technically feasible.
In order to ensure sustainable tradability of the product, we can integrate suitable short- and long-term liquidity criteria as part of the index construction.