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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.

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.

At Indextus, we work with a range of clients including leading financial companies to create and deliver bespoke solutions. To discover more about our services and how they can be tailored to your business needs complete our enquiry form or e-mail contact@indextus.com.