Move beyond one-size-fits-all portfolios with custom indexing
Build and manage bespoke equity portfolios within the same execution, rebalancing and reporting framework as other client investments.
This is hyper-personalisation
When clients have specific values or objectives, traditional funds and models can restrict flexibility. Custom indexing bridges the gap, combining index‑level efficiency with the adaptability of direct ownership.
Direct ownership. Not fund ownership.
Clients own the underlying securities rather than units in a pooled fund, creating greater transparency, flexibility and alignment between investment decisions and portfolio outcomes.
What custom indexing unlocks
Create a more collaborative client relationship where portfolios reflect values, decisions translate clearly, and personalisation strengthens trust and long‑term commitment.
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Align portfolios to specific client preferences
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Apply ESG, sector and security‑level screens
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Increase transparency through direct security ownership
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Scale personalised portfolios across multiple clients
Create a custom index
Select from UK, US, Global or European equities.
Set parameters such as market capitalisation, factor preferences or universe size.
Exclude specific securities, sectors or countries and apply ESG‑related criteria where relevant.
Assess holdings, weightings and portfolio characteristics before implementation.
Deploy the index to individual clients or integrate it in a broader investment proposition. Fractional share trading enables precise implementation even at smaller portfolio sizes.
Beyond one-size-fits-all
While traditional funds are designed to serve many investors, custom indexing allows advisers to implement portfolios around the needs of individual clients while maintaining the efficiency of a scalable investment process.
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Tailored underlying holdings
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Direct ownership and transparency
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Mandate-specific screens and exclusions
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Automated implementation and rebalancing
Reporting built around clients
Every custom index includes auto-generated factsheets and reports helping you explain portfolio construction decisions and demonstrate how client-specific requirements have been implemented.
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Asset and sector allocation
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Top holdings
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Historical comparisons against selected benchmarks
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Total return, CAGR, Sharpe ratio and other standard metrics
Personalisation without operational complexity
Custom indexing allows advisers to move beyond one-size-fits-all portfolios while maintaining the efficiency, governance and scalability required to grow an advice business. Explore how custom indexing could fit into your investment proposition.
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