Chicago / Edinburgh
United States

IPOX® Alpha Plus Active Index

An actively managed portfolio of U.S.-listed companies selected using IPOX® research and its proprietary environmental, social and governance framework.

Available for licensing

Use this index in ETFs, mutual funds, structured products or as a benchmark.

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INDEX PERFORMANCE

Performance history

Total return · USD
As of October 22, 2026

Year to date+15.09%
1 year+10.20%
Since launch+210.08%March 23, 2020
Since launch+210.08%March 23, 2020 – October 22, 2026
300%250%200%150%100%50%0% Mar 23, 2020Oct 22, 2026
Live index

Total return performance, rebased at the start of the selected period.

INDEX OVERVIEW

About the index

The IPOX® Alpha Plus Active Index (IPXT) is an actively managed portfolio of U.S.-listed companies selected using IPOX® research and its proprietary environmental, social and governance framework. It draws on the IPOX® new listings universe, including companies entering public markets and businesses connected through eligible corporate transactions.

Research-led company selection

The portfolio's starting universe includes IPOs, spin-offs, SPAC-related listings and acquirers of recently public companies. IPOX® applies its own ESG assessment to evaluate companies within this universe, alongside liquidity and exposure considerations.

Environmental, social and governance practices can be assessed in different ways. The proprietary framework provides a consistent basis for IPOX®'s company assessment alongside its liquidity and exposure requirements.

Active portfolio management

Holdings and weights are actively managed, using the IPOX® U.S. Composite Index as a source universe. The timing of portfolio changes follows the active investment process.

This approach combines the evolving IPOX® company universe with ongoing research and portfolio decisions. Its composition can therefore change as assessments, market conditions and eligible opportunities develop.

Portfolio information

IPXT is available for licensing and portfolio applications. The dated fact sheet provides portfolio statistics and performance, while the IPOX® team can explain the active process and applicable investment criteria.

Visit Rulebook & Regulations for available supporting documentation, or contact IPOX® to discuss licensing and the portfolio's management approach.

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