We use our experience with index creation and methodology development to help our clients create high-quality investment products. Our proprietary investment methodologies may be licensed as investable products, or used for the creation of a customized index.
Our flagship index family is based on our proprietary Dividend Achievers™ methodology. Dividend Achievers™ are publicly traded companies that have increased their regular annual dividend payments for the past ten or more consecutive years, and meet certain liquidity requirements. Dividend Achievers™ are typically blue-chip companies with a proven history of dividend growth. Since its inception in 1979, the Dividend Achievers™ model has proven successful, offering investors a desirable blend of current income and the potential for long-term capital appreciation.
Leveraging the power of our Dividend Achievers™ and other methodologies, we can create an array of equity and fixed-income offerings, including:
- mutual funds (open and closed end)
- exchange traded funds
- unit investment trusts
- structured products
- commodity-linked products
- separately managed accounts
Understanding Your Needs
Our team works with you to first understand your needs. Indxis coverage spans geographies, sectors and currencies to meet the broadest range of client objectives. We apply our best thinking to tailor an index to your specifications, with an ongoing feedback process that ensures data integrity and adherence to your mandate.
Every index is subjected to a rigorous due diligence process of backtesting and refining. Our methodical testing process ensures that every index created by Indxis is fundamentally sound and capable of delivering its intended results.
Licensing an Index
It all starts with a conversation, so we can learn exactly what you need and deliver a tailored solution.