Index Solutions

Index Solutions Overview

As the focus shifts towards more passive strategies and ETFs, cost pressure increases, driving the need for innovative, market-relevant products and building infrastructure to support growth. Acuity Knowledge Partners is one of the leading global third-party vendors of index support with more than 15 years of experience in supporting some of the top benchmark index providers. We offer end-to-end index support services under one roof – we provide reference and index data and analysis, index creation and index operations across strategy, benchmark index and thematic indices, index marketing and client servicing.

By leveraging our broad suite of index solutions and services, our clients can move up the value chain and overcome budgetary and research bandwidth constraints. We help our clients develop and test new and monetizable research ideas. Furthermore, our research and analytics expertise and ability to take on regular maintenance work free up their time to focus on higher-priority objectives.

Who we serve

Asset Managers
Investment Banks and Advisory Firms
Index Providers
Exchanges
Hedge Funds

Support We Offer in Index Solutions

Index data and analytics

Support in stock research data
- Free float
- Industry classifications
- Universe collation
- Shares structure and patterns
- IPO, etc.
Creation and maintenance of databases
Data integration process – in-house and third-party data

Index creation and testing

Universe definition
New index creation
Methodology documentation and product readiness
Back testing and risk analysis
Index guides
White papers

Index operations

Corporate action monitoring and validation
Data audit and gap analysis, integration and processing
Periodic review and rebalancing of index
Index level validation
Index calculation and publishing checks
Constituent weight allocation
Variant creation – hedged, currency versions, TR, ER and PR

Reporting

In-depth analysis of liquidity and pricing behaviour due to index rebalancing and reconstitution
Index-level analysis
Benchmark index and market comparison
Index factsheets, performance and market commentary
Publication support related to technical notes on methodology changes or republication

Client servicing

Handling data and index methodology/reconstitution queries
Providing access to data or indices
Setting up, monitoring and handling queries related to scheduled index feeds and batch jobs
Providing customised reports and index notices