STOXX World Equity Index Series®

Building blocks for targeted investment solutions
The STOXX World Equity indices are market-capitalization weighted indices tracking the performance oflarge, mid and small cap stocks from developed and emerging markets. The index family offers a modular suiteof products that allow investors to flexibly build their strategies while providing broad and liquid coverage ofunderlying markets.
STOXX World Equity indices enable investors to slice and dice the world’s equity markets along region, country,size and sectors while adhering to a common methodology and international standards as well as leaving nogaps or overlaps in their coverage.

Key benefits
Representative& investable

Broad yet liquid coverage of global large, mid and small cap companies
that supports clients’ investment decisions.

Transparent

A consistent and transparent methodology offering our clients flexibility intheir preferences while fully embracing global standards of governance.

Modular

Our tailored approach ensures the ability to specify markets and theirsegments to match our clients’ investment views and create highly
targeted indices.

Our building block approach
In total, the STOXX World family comprises more than 400 indices across regions, countries, market cap sizes
and sectors.

MarketRegion / Country

SizeSector

World ACRegion

All cap

ICB Industry

DevelopedCountry

Large

Emerging

Market ex region

MidRegion ex country

SmallIndex methodology

Key facts

STOXX World indices adhere to the sametransparent, rules-based standards as
all STOXX solutions. All compliant global
equities, as well as Depository Receipts, areincluded in the STOXX World equity universe.
The weight of each component in the indicesis determined by the free-float marketcapitalization. To ensure an up-to-dateindex composition, all indices are updated
quarterly. Rebalancing is conducted twice ayear, in March and September.

1

 he exhaustive investment universe comprises overT
11,500 stocks.

2 he indices provide broad coverage of the world’s
T
investable market capitalization; combined large andmid-cap indices cover 85% of the investable universe.

3 merging markets include Gulf Cooperation Countries
E(GCC) and China A shares.

4

Large, mid and small cap stocks are included.

5

All indices have a variable number of constituents.

STOXX World country classification
Our country classification takes into account macroeconomic data, market capitalization, market liquidity, freecurrency convertibility on on-shore and off-shore markets, restrictions on capital flows, governance based onpolitical stability, control of corruption and regulatory quality, and restrictions on foreign investments.
Criteria

Metrics used

Economic development> World Bank Gross National Income (GNI) per capitalMarket size and liquidity> Free-float and full market market capitalization, annual traded value ratio (ATVR)

Capital markets structure> Free currency convertibility> Foreign investment restrictions> Capital flows are restriction-free> Availability of on-shore and off-shore markets

Governance and regulations> Worldwide Governance Indicators (WGI) report from the World Bank

Developed countries> Australia> Austria> Belgium> Canada> Denmark> Finland> France> Germany> Hong Kong
> Ireland> Israel> Italy> Japan> Netherlands> New Zealand> Norway

Emerging countries> Portugal> Singapore> Spain> Sweden> Switzerland> UK> USA> Brazil> Chile> China> Colombia> Czech Republic> Egypt> Greece> Hungary> India> Indonesia> Korea> Kuwait> Malaysia> Mexico> Philippines> Poland> Qatar> Saudi Arabia> South Africa> Taiwan> Thailand> Turkey> United ArabEmirates

Source: STOXX, as of November 30, 2022.

STOXX Ltd. (STOXX) and Qontigo Index GmbH (together “Qontigo”) and its licensors, research partners or data providers do not make any warranties orrepresentations, express or implied, with respect to the timeliness, sequence, accuracy, completeness, currentness, merchantability, quality or fitness for any particularpurpose of its indices and index data and exclude any liability in connection therewith. Qontigo and its 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 exclusionof a company from an index, does not in any way reflect an opinion of Qontigo or their licensors, research partners or data providers on the merits of that company.
Financial instruments based on Qontigo’s STOXX® and DAX® indices or on any other indices supported by Qontigo are in no way sponsored, endorsed, sold or
promoted by Qontigo or their licensors, research partners or data providers. STOXX is a registered trademark of STOXX Ltd., Zug, Switzerland.

To learn more about Qontigo, please contact us, or visit qontigo.com/stoxx-worldsales@qontigo.com
support@qontigo.com

DECEMBER 2022