Financial Institutions
Index Providers
Accurate, scalable and auditable solutions across investment strategies and structured products.
The Industry
Augmenting Index Development & Operations
Index providers must extract accurate, high-quality insights from the torrent of data that flows from capital markets every day. To keep up with changing investor needs, they need to discover new markets and market anomalies. Meanwhile, investors and regulators demand flexible, transparent, and scalable data management and reporting solutions. Test new research ideas, better manage your data, stay ahead of the curve with timely reporting, and offer genuine value to your customers with our help.
Our contextual technology solutions offer tailored digital tools, from productivity automation to cloud-based platforms. Supported by a functional roadmap, we assist across the index value chain. Our flexible operating models include FTE-based, project-based, and output-based options to meet your needs.
Strategies Covered
Efficiency Gains
Languages and Multiple Time Zones
Services We Provide
Optimize Your Processes
Index Research
- Strategy Development & Back-Test Support
- Data Sufficiency Analysis
- Rulebooks Creation & Review
- Product Innovation
- Documentation Support
Index Onboarding
- Index Model Creation
- Update for Corporate Actions
- New Security Set-Up Including Gathering Static Data and Prices
- Index Keys Management
Index Maintenance
- Level Calculation
- Data Quality & Sanity Checks
- Selection & Rebalance
- Account for Market Disruptions
- Corporate Action Management
- Verification
- Publication
Index Reporting
- Performance Analysis
- Contribution Reports
- Composition Reports
- Factsheets
- Daily, Monthly, and Quarterly Reports
- Regulation and Compliance
Marketing
- Marketing Material
- Research, Blogs, Webinars, E-Marketing, and Social Media
- Website Management
- Editorial, DTP, and Proofreading
- Local Languages
Resources
Explore Our Domain Expertise
The ESG Bloom: Unveiling the Challenges to the Index Industry
Let’s discuss the challenges that come with adopting ESG indexes, are they more than a green initiative, how and what does it mean?
ESG Enablers: A New Theme for Indexes
Lets talks about ESG enablers – Data, Rating & Index Services, Consulting & Auditing Services, Software, Reporting & Analytics
Will regulation reshape the index industry?
As the song goes, ‘the times they are a-changing’ for index providers and users. In the past decade, we have seen the rise of various financial regulations, which have created more challenges for the index industry.
Financial Regulation: Big Decisions for Index Industry?
Index users and providers are facing greater scrutiny due to the expansion of financial regulations covering the index industry. Discover what are the options for index providers and users.
Our Products
AI-Powered Products That Scale
Spreadsmart
Automate financial data extraction for valuation. Improve accuracy and increase the speed of financial spreading by 70%.
Insightsfirst
AI-enabled platform that empowers you to get an edge in the market through differentiated insights and recommendations.
Insightloupe
Combination of human expertise and best-in-class technology to patent landscaping; obtain expert–backed IP and R&D insights.
Publishwise
An AI-powered platform that lets users swiftly recommends content for proposal creation using intelligent search, NLP and ML.
Talk to One of Our Experts
Get in touch today to find out about how Evalueserve can help you improve your processes, making you better, faster and more efficient.