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Our services address all your needs comprehensively, from back-testing to publication. Our daily calculation service includes the computation of multiple index variants and sub-indices as well as identifying, notifying, and executing corporate actions.
Our Index Factory contains decades of point-in-time global securities data that enables accurate testing of factor strategies and complete daily histories of constituents and corporate actions.
Our fully configurable engine allows for corporate action treatment custom to each use case.
Direct data feeds to all major 3rd party data aggregators of daily index levels, index constituents, and corporate actions, including forward-looking data.
Accounts are rebalanced to keep indices aligned with their purpose and reflect the evolving market landscape. Leveraging the Index Factory's vast dataset allows the accurate adjustment of asset weights, ensuring the index remains relevant and reliable for investors.
The index is administered by client, creating and maintaining rules and enacting governance, while VettaFi fully implements weighting rules.
We own the index and handle administration and calculation. The client, meanwhile, maintains branding and IP associated with parts of the process. VettaFi indices can be leveraged as a starting universe.
Outsourcing index administration provides numerous advantages. Handling the complex and labor-intensive responsibilities efficiently, we can align with the IOSCO Principles for Financial Benchmarks to avoid conflicts of interest, a choice made by many clients.
We ensure the accuracy of maintenance procedures by meticulously considering client inputs and rules. We conduct planned and ad-hoc reviews to keep the index's composition up-to-date and compliant.
Our Index Operations team’s primary objective is safeguarding our clients against inaccuracies resulting from infrequent market events, data interruptions, or data quality degradation.
We can customize our index methodologies to meet specific needs while ensuring transparency and compliance with user and regulatory expectations.
