Unlock the power of
custom investing
Design, deliver and trade custom equity portfolios at scale.
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Index Pro provides advisors and institutional investors with a highly scalable platform to build and manage custom equity portfolios, by selecting their benchmark, customizing their values, choosing their performance and risk parameters, and setting their tax-efficiency goals
Powerful Technology Foundation
Engineered for the most demanding needs. Our infrastructure is institutional, scalable, and easy to use.
Institutional
Our senior investment team comes from leading investment advisors, hedge funds, and technology firms. Our service providers include E&Y, MSCI, Morgan Stanley, and Bank of America. We believe every investor should have the best infrastructure at their side.
Scalable
Our investment team has spent the past four years building and improving an existing infrastructure that executed over 4 million trades on over 7,000 unique securities for a total notional traded value of $250B.
Reliable
We have partnered with best-in-class service providers, including SS&C Advent, to deliver a seamless investor experience, including custodian onboardings, daily P&L reconciliation and investor reporting.
Customizable
As an institutional investor, Index Pro gives you a powerful alternative to purely passive exposure, allowing you to combine the best of passive (or direct custom indexing)