Benefits

For Self-Directed Individuals

  • Our guides improve your understanding of index investments, from the necessary features to current market trends.
  • Our ratings introduce you to the most highly rated indices in different categories, helping you make choices with greater clarity.
  • Our forecasts give you a clearer idea of expected returns, assisting you make better choices between indices.
  • All of our features are produced by independent experts, providing you with an impartial comparison with your financial advisors’ recommendations.

For Financial Advisors

  • Our guides improve your understanding of index investments, from the necessary features to current market trends.
  • Our ratings introduce you to the most highly rated indices in different categories, helping you make choices with greater clarity.
  • Our forecasts give you a clearer idea of expected returns, assisting you make better choices between indices.
  • All of our features are produced by independent experts, providing you with an impartial comparison with your financial advisors’ recommendations.

For Large Registered Investment Advisors

  • Conduct more thorough due diligence by using our ratings to assess the strengths of indices and focusing on the most highly rated indices.
  • Use our index ratings to consider product suitability.
  • Analyze expected returns with our forecasts.
  • Gain insights on index construction.
  • Demonstrate that you are acting in the client’s best interests by using highly rated indices.
  • Use the ratings to clearly explain to end clients index mechanics, suitability, and appropriateness.
  • Utilize The Index Standard’s team of experts to add extra ratings or use our new index launch package offering.

The Index Standard is:

The Index Standard® Custom Data Services

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.

Ratings and Forecasts

Our full index ratings are available for licensing and for use by product providers. We can add indices to our range upon request.

Advanced Factor Analysis

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.

New Product Launch Packages

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.