Index design: do your research

Roxane Sanguinetti

Thematic exchange-traded funds (ETFs) are not new but over the past year those with a sustainability and technology slant have captured the imagination. Inflows have surged but investors are advised to be vigilant and judiciously examine the index construction and approach. As past events have shown, it is too easy to be caught off guard by rebalancing or by stocks that may not fit the bill.

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IPE covers a good variety of very current and relevant topics. It is good to read the high-level, independent and objective perspectives from pension funds in other European countries; many of them are dealing with the same issues as we are, so it is interesting to learn from their experiences, especially when they are ahead of where we are on the curve.

Markus Schaen , Senior Fund Manager, MN,
The Netherlands