The all-in-one platform for developing thematic and custom asset management products
Free
For tracking, benchmarking, and sharing your own investment themes.
- 10 indices (per year)
- Unlimited backtests
Custom
Simple, cost-effective way to achieve a specific market strategy- passive, active, global, multi-asset.
- Most popular
Unlimited
Unlimited professional indices, drafts, and collaborators- one flat price.
- Unlimited indices
- Unlimited backtests
- Unlimited collaborators
Thematic ETFs
A custom plan for asset managers of all sizes to build indices and thematic ETFs. Includes all of our Unlimited capabilities and everything you need to launch, distribute, and manage ETFs.
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Free | Custom | Unlimited | Thematic ETFs | |
General | ||||
| Indices and drafts (per year) | 10 | 1 | Unlimited | Unlimited |
| Collaborators | Unlimited | Unlimited | Unlimited | |
| Hosting | 10 | 1 | Unlimited | Unlimited |
| Index management | ||||
| Customer support | Email response within 72 hrs | Email response within 24 hrs | Email response within 24 hrs and dedicated Slack channel | Email response within 24 hrs and dedicated Slack channel |
Indexing capabilities | ||||
| Backtests | Instant, unlimited | Instant, unlimited | Instant, unlimited | Instant, unlimited |
| Benchmarks | US indices | Global indices | Global indices | Global indices |
| Index types | Active and passive | Active and passive | Active and passive | Active and passive |
| Weighting methodologies | Equal and Market capitalization | Equal, Market capitalization, and custom | Equal, Market capitalization, and custom | Equal, Market capitalization, and custom |
| Index return treatments | Total (gross) and price return treatments | Total (gross), price, net, and custom return treatments | Total (gross), price, net, and custom return treatments | Total (gross), price, net, and custom return treatments |
| Price data | Close of trading | Close of trading | Close of trading | Close of trading |
| Historical data access | Up to 10 years | Up to 10 years | Up to 10 years | Up to 10 years |
| Exchanges and regions | US (NASDAQ, NYSE) | All | All | All |
| Asset classes supported | Equities | Equities and crypto | Equities and crypto | All |
| Bloomberg distribution | Included | 5 included, $1,000/yr each additional index | 10 included, $1,000/yr each additional index | |
| API distribution | ||||
| Licensing support | ||||
Index customizations | ||||
| Alternative data sources | Contact us | Contact us | ||
| Research | 5 hours per month | 25 hours per month | ||
| Proprietary data inclusion | 5 hours per month | 25 hours per month | ||
| Proprietary metric construction | 5 hours per month | 25 hours per month | ||
ETF Development | ||||
| Registration | ||||
| Legal and administrative | ||||
| Website development | ||||
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We believe that great investment ideas will increasingly come from outside the established asset management firms. If you're interested in partnering, please reach out and let us know how we can help.
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