Build a portfolio you believe in
Build custom equity portfolios focused on what is important to you and your stakeholders. We take care of the automation, trading, and operations.
Our platform is focused on the needs of our clients. Start with a pre-optimized index, or customize it further to reflect your values, investment themes, risk, return, and tax preferences.
Optimize any index
Select from S&P, Russell, and MSCI benchmarks, start with well-known ETFs or create blended benchmarks based on proprietary allocation models. Whatever your specific goal, you can leverage our powerful technology foundation to deliver highly customized portfolios with ease and simplicity.
Do good & invest better
Create a values-based portfolio and optimize specifically for environmental, social, religious, or other responsible investing factors. We make values-based-investing transparent and easy using our patent pending technology, by utlizing MSCI value based scores, so you can customize with confidence while still maintaining a well-diversified, low-tracking error portfolio. Set the moral compass and we help you get there.
Custom allocation models
Leverage custom allocation models based on our 25,000+ mutual funds, ETFs and index databases to apply a more comprehensive portfolio solution and/or leverage important bottom-up stock insights. Make your values, worldview and tax choices integral to your portfolio.
Customize risk & return
Index Pro puts you in control of portfolio construction, with a range of risk controls to ensure proper diversification. Calibrate the level of targeted tracking error and define key parameters like rebalancing frequency, position-sizing, and sector and industry constraints.
Invest in the future today
Innovation is changing lives and businesses, creating opportunities to own tomorrow’s innovators by investing in the future today. With Index Pro, you can emphasize a variety of investment themes such as artificial intelligence, robotics, and clean energy while maintaining appropriate risk controls. Index Pro enables you to orient your portfolio toward the future, responsibly.
Smart tax-loss harvesting
Index Pro engineers solutions that enhance the tax efficiency of custom portfolios. Our tax-loss harvesting technology can be fully integrated with active performance signals to deliver long-term strategy results.
STEP 1
STEP 2
STEP 3
STEP 4
Manage investment gains with investment losses
Match and manage investment gains with investment losses to target a specific tax strategy.
Harvest Investment Losses
Lock in losses by selling losing securities.
Repurchase Assets
Replace sold assets with similar securities while waiting 30-days to re-enter previous positions.
Reduce Tax Burden
Claim a loss on your tax return, optimizing your portfolio for tax burden.