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Welcome to the home of intelligent indexing

Indextus is a financial data services company offering insight and oversight of mixed asset portfolios for investment professionals in the UK.

Data Watch

Indextus Data Watch is our regularly updated comments on the changing information underpinning our risk models.

Solutions

The clients we serve challenge us to deliver new and innovative solutions for their businesses and often in collaboration with each other.

Technology

Indextus® technology is unique. Developed in-house at Indextus, it was designed to be statistically robust but sufficiently flexible to address a range of mixed asset benchmarking challenges.

Resources

An ongoing knowledge hub for those wanting a more in-depth look at what we do and how.

Contact us

A simple and effective way to get in touch with us is through our enquiry form. Alternatively, e-mail or phone.

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Continuity

We work hard to ensure our data meets the standards expected of it, now and into the future. This forms a core focus for both our business integrity and leadership.

Drawdown Scenario Planner

A free-to-access tool helping financial advisers discuss income drawdown planning, sequence risk and the use of multi-pot investing with their clients.

Integrity

 

Indextus Ltd aims to champion the integrity of the models it designs, develops and publishes. As part of this commitment, an internal Compliance & Continuity Committee has been established. This meets periodically to provide oversight, challenge and guidance on the way Indextus Ltd operates internally and how it engages with other stakeholders externally. The guiding principles of the group are governance, quality and accountability.

Our IOSCO Compliance Satement is available on the Resources page of this website.

 

Transparency

 

Maintaining a strong governance structure and calculation methodology means we aim to keep our clients and index users informed of key elements of the business. We therefore invite those with an interest in our governance framework (The 20 Guiding Principles), calculation methodology overview and complaints policy to request copies using the enquiry form on this website or via contact@indextus.com.

 

 

Leadership

 

Colin Lunnon, Founder & Director

Prior to joining Indextus, Colin held numerous senior roles across multi-manager selection, asset allocation and portfolio risk management. Working at Barclays Wealth and Aviva Investors, amongst others. He is a Chartered Fellow of the CISI, a CFA charterholder and was a founding fund manager in an award winning multi-manager business. He started his career in finance in 1996, having previously gained a MSc in International Securities, Investment and Banking from the ICMA Centre at Reading University.

 

Stuart See, Analytics Director

Stuart began his career as an academic in the engineering faculty at the University of Birmingham after completing his PhD in 1995. He made  the  transition into  financial markets  as an equity analyst in 1998 before joining PricewaterhouseCoopers where his focus was to provide analytical insights into the drivers of shareholder value. Before joining Indextus he held directorships in several companies in South East Asia.