Leonteq announced today that it has started a collaboration with Morningstar to offer its clients access to systematic equity indices developed by Morningstar.
In its efforts to further scale its distribution capabilities, Leonteq is entering into a collaboration with Morningstar Inc. to expand its product range by offering the opportunity to purchase tracker certificates for rules-based indices developed by Morningstar, Inc.
Systematic indices have become increasingly popular among the investor community, providing easy access to various asset classes and investment strategies. Morningstar, Inc offers one of the most comprehensive ranges of market exposure indices across all major asset classes. Together with Morningstar, Leonteq will regularly present the most promising investment ideas on global trends.
The first three products are tracker certificates available for investors in Germany and Switzerland on the following three systematic indices developed by Morningstar, Inc:
- The “Morningstar Developed Markets Electric and Autonomous Vehicles 30 Index” highlights the top 30 companies expected to generate exponential economic benefits from increased adoption of autonomous and electric vehicles in developed markets.
- The “Morningstar Developed Markets Big Data and Robotics 50 Index” highlights the top 50 companies in the developed markets as expected to generate exponential economic benefits as a user or producer of big data/analytics and robotics technologies.
- The “Morningstar Developed Europe Renewable Energy 30 Index” is a rules-based index designed to highlight the top 30 companies in the developed Europe region engaged in renewable energy or green transportation, as defined by Sustainalytics’ Sustainable Products Research (SPR), and which may be considered leaders in the transition to a low carbon economy.
Each of these indices is recomposed and rebalanced on a periodic basis, to ensure that the index reacts to changing environments, remains diversified and finally to benefit from the growth of smaller companies.
Lukas Ruflin, CEO at Leonteq, said: “The successful launch of this collaboration confirms our commitment to further scale up our distribution channels and we are happy to broaden the breadth of our offering to our clients with systematic indices focusing on sustainable as well es technological aspects from one of the leading providers in the market.”
Ron Bundy, President of Morningstar Indexes, said: “We applaud Leonteq for the investor centric expansion of their product line. We look forward to supporting them with this endeavour through our expertise in investment research and index construction, while expanding our offering to a broader group of investors.”
Leonteq is a Swiss company active in the finance and technology sector with a focus on the structured products segment. Based on proprietary modern technology, the company offers derivative investment products and services and predominantly covers the capital protection, yield enhancement and participation product classes. Leonteq acts as both a direct issuer of its own products and as a partner to other financial institutions. Leonteq further enables life insurance companies to produce capital-efficient, unit-linked pension products with guarantees. The company has offices and subsidiaries in 12 countries, through which it serves over 50 markets. Leonteq AG is listed on the SIX Swiss Exchange.
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