Personalized Index Engine
Customize investment solutions to meet the needs of sophisticated investors which offers efficiency and scalability.
AIM’s Personalized Index Engine empowers you to build custom portfolios and indexes at scale to help you specialize investment strategies around specific client needs. These stock-level portfolios represent direct ownership in individual equities as opposed to pooled products and unlock the power to use advanced tax strategies such as tax-loss harvesting, versus funds which sacrifice flexibility and control. Full integration with the Advyzon investment ecosystem enables seamless trading, rebalancing, analysis, and reporting.
The Simplicity of Index Investing. The Power of Your Ideas.
Start with a base U.S. benchmark index, then tailor it around a client’s specific needs—whether it’s for tax efficiency, investing themes, market factors, or values-based impact.
Core
Reduce the size of a core benchmark while maintaining similar performance.
Customize for sector, factor, impact, or thematic tilts, as well as tax management.
Factors
Choose one or more factors from a lineup of 12, then customize through sector exclusions, impact overlays, and tax management.
Impact
Create an impact index with
environmental, social or governance characteristics. Customize by excluding controversial industries or sectors, as well as for tax management.
Macro Themes
Select different macroeconomic themes, such as inflation or recession, then customize through sector exclusions, factor or impact overlays, and tax management.
Micro Themes
Create an index around one or
more of 20+ themes derived from detailed stock-level data, then customize through sector exclusions, factor, or impact overlays, and tax management.
Design Your Custom Index in Three Steps
Select Your Strategy
Start with a base U.S. benchmark index
Pick Your Preferences
We help refine your strategy with a few simple questions
Implement With Clients
Advyzon’s tech makes account onboarding seamless
Advanced Investment Management to Meet Your Clients’ Complex Needs
Advyzon’s full-integrated and enterprise-grade portfolio management tools help advisors deliver the institutional-caliber solutions that high-net-worth clients expect.