Innovative Managed Indices

About

OVERVIEW OF FEATURES, BENEFITS AND RESULTS Our products have all been engineered with consideration to the demands faced by asset managers and risk consultants in a changing regulatory environment. Regulated by the FCA and aligned with their focus on cost of investment solutions, we have responded by offering low-cost efficient and bespoke investment solutions. As opposed to direct fund holdings such as ETF’s, our products offer improved TER, improved tracking error, lower execution costs and better liquidity levels all of which pass the end saving onto the end client. We create actively managed indices which allow the investor to benefit from dynamic asset allocation and direct access to the markets. Our indices improve operational efficiency as investors don’t need to sell or roll existing products in response to changing market views. Provide transparency through regular customizable performance and risk reports. Through us, asset managers have access to a wide variety of customized investment vehicles, enabling rapid market entry and vehicles appropriate for each client segment. As opposed to direct fund holdings such as ETF’s, our products offer improved TER, improved tracking error, lower execution costs and better liquidity levels. CLIENTS AND EXPERIENCE Current clients confidential. SPEED TO DELIVER/MARKET Based on the relationships we have built over a number of years, we are able to implement our solutions with ease and at market leading speed. COMMERCIAL OPPORTUNITIES We would like to partner with providers of ETF and ETP products in the marketplace.