The Index Standard® provides a variety of custom data services for clients. If you would like to discuss the details of our services below, please contact us.
Our full index ratings are available for licensing and for use by product providers. We can add indices to our range upon request.
Our advanced factor process can lead to more significant insights and awareness of all the factor exposures in the index or a portfolio. Our analysis will enable you to understand all the potential risks and overlaps in a portfolio in a detailed and precise manner.
Our process goes deeper than the typical analysis by using more factors, and we use an advanced technique to determine which of the factors are relevant to the index in question. Our dynamic, iterative process runs through thousands of simulations examining each factor, determining which factors have the most relevance to an index.
We offer New Product Launch Packages that assist product providers in the launch of new indices, ETFs, structured products, and fixed index annuities. Launching a new product can be fraught with difficulties from issues with liquidity, to not being able to show past backtests, to concerns how a product stacks up against other similar products.
Our team has launched dozens of successful indices in the world’s major capital markets, and we can assist you in overcoming some of these difficulties. Our New Index Launch Package offers several proprietary tools, including a preliminary rating, and forecasts that give your clients an independent view on your new index’s potential returns. Also, we will objectively assess the liquidity and capacity of an index – a frequent concern with new ETFs.
The Index Standard® will prepare research reports as part of your product launch. Written by professionals with the relevant sector knowledge, the reports can, for example, highlight the sector your new product is targeting; or compare your new product objectively to existing products. We can highlight new products to our advisor network and provide proprietary analytics based on our user metrics.