Unwrapping the mutual fund for hyper personalisation

Our custom indexing platform makes it effortless to build personalised portfolios that today’s investors expect

The era of hyper personalisation is here

  • Effortless personalisation

    Build custom indexing accounts in minutes. Address the uniqueness of your clients through the flexibility to broaden concentrated indices, screen for income and dividends, specify ESG requirements, and exclude or include specific companies, industries, and sectors.

  • Efficient execution

    Depend on high quality engineering and proficient execution specialists to implement a scalable operational framework, automating trade execution, including rebalancing, while prioritising an exceptional level of customisation.

  • Delightful client reporting

    Review accounts in real time and generate simpler reports that show clients the impact you’re making.

Platform innovation

Gain a unified platform for custom index accounts and an investment platform for efficiency. We have integrated the development and maintenance of custom indices and client accounts with trade execution, custody, and reporting within a unified platform to optimise operational efficiency.

The demand for personalisation got us here

Investors have limited ability to influence the approach or holdings of asset managers if their views do not align with the manager's strategy. But with custom indexing, retail investors benefit from the control, flexibility and lower costs more typically afforded to institutional investors via segregated mandates.

Mutual funds are useful but today’s investors demand flexibility and personalisation

Ownership through index funds means that investors are exposed to the activity or inactivity of the index fund manager. What if Facebook’s data privacy and security issues are a concern, and clients want to remove the holding from their portfolio? As index fund investors, they are stuck holding the stock as long as it’s in the index.

Custom indexing can take financial planning to the next level

Custom indexing can be integrated seamlessly with the standard process of building financial plans, determining appropriate asset allocations, reporting on performance, and addressing the estate-planning needs and charitable-giving preferences of clients.