Indextus offers comprehensive and cost-effective solutions through its intelligent indexing approach. This provides insight and oversight of mixed asset portfolios for both investment and governance reasons. Based on consensus asset allocation risk models, our intelligent indexing methodology aims to capture the wisdom within financial markets across the risk spectrum.
Click on each to discover more...
1 - Portfolio strategies
Managing models for both long-only and long/short mixed asset portfolios, we work with clients to bespoke risk profiled and peer benchmarked solutions. These can be coupled with additional research to build hybrid (active/passive) structures or as standalone (passive) portfolios. In addition, broader financial planning strategies for both accumulation and decumulation phases are supported. Including a free-to-access income drawdown scenario planning tool.
2 - Investment governance
By underpinning our models on consensus asset allocation data, portfolio risk modelling and broad market indices, we offer practical oversight of mixed asset investments. This includes ongoing governance and one-off projects.
3 - Risk analytics
Our proprietary risk modelling technology is based on five risk categories. Any mixed asset investment can be graded into one of these five segments - Defensive, Cautious, Neutral, Bold or Adventurous. This allows for consistency across portfolio analytics against peers or benchmarks.