Index Development Services | Tailored Solutions by Solactive

Index Development

The development of indices is one of our key areas of expertise. While new indices can be set up based on a client's existing concept, they are often the result of a client coming to us with a rough idea, or of a concept jointly developed with our client – a highly flexible approach.

Asset classes

Highly flexible index development

We offer a wide range of indices covering virtually everything that can be done with equities and fixed income across different asset classes including derivatives, commodities, currencies, interest rates, alternatives, and multi-asset indices.

Strategies

Indices can be designed to offer exposure to a particular thematic field, meet certain environmental, social, and governance (ESG) criteria, or employ various factors in order to outperform.

Strategies can also be either delta-one or non-delta-one, considering, for example, currency-hedged indices, long/short indices, volatility target/cap indices, leveraged indices, delta-hedged indices, as well as optimization indices.

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Countries and Sectors

You can choose to include or exclude specific countries and sectors in order to create the exact exposure you are looking for. We provide extensive coverage of developed, emerging, and frontier markets that can be incorporated into the index calculation.

Our country classification

  1. 1.

    Weighting

    Indices are typically weighted based on market capitalization or equally weighted. In addition, we can apply any customized weighting scheme. Examples include weighting based on yield, volatility, or sustainability score.

  2. 2.

    Return type

    Our indices can be calculated as price and (net) total return versions.

  3. 3.

    Cash treatment

    Dividends can be reinvested into the paying stock or across all stocks in the basket. Coupon payments can be reinvested proportionally into the index directly upon receipt or collected in a cash component and reinvested at the next rebalancing – it’s up to you. Additionally, Solactive can calculate indices that take synthetic dividends into account.

  4. 4.

    Rebalancing frequency

    Thanks to our flexible IT systems, we are able to tailor the rebalancing frequency of our indices to your needs. This includes annual, semi-annual, and quarterly rebalancing – depending on the index type, even daily adjustments are technically feasible.

  5. 5.

    Tradability

    In order to ensure sustainable tradability of the product, we can integrate suitable short- and long-term liquidity criteria as part of the index construction.

This is how we work

From highly flexible index development through to index calculation and administration, our range of services add up to a comprehensive package.

Index calculation & administration

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ETF Services

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Technologies

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Every Index is unique

At the end, every index we develop is a unique collections of the elements above and your input. Let us discuss your ideas and requirements.