Index Data Management & Analytics

INDEX DESIGN SERVICES (PRE-PRODUCTION SERVICES)

Index Design Services is one of our core strengths, where we take a seed idea and after a focused collaborative process turn it into an Index Methodology Document.

From a seed idea to an index production, it usually takes about 3-4 weeks depending on the Index complexity.

While new indexes can be set up based on a client's existing concept, they're often the result of a client coming to us with a rough idea or are based on a concept jointly developed with our client – a highly flexible approach.

Once we have finalized on a concept, we develop 3-4 precise variants of it. Then using our highly automated back-testing module each of those ideas are validated with market data going back between 10 and 30 years.

The performance of each of the variants are then benchmarked against known standards for risk, returns, volatility etc. and only after a thorough evaluation the ideal variant is selected in conjunction with the client for production.

FINAL DELIVERABLES

Daily Index value and total returns for the entire back-testing period

A regulatory (e.g. SEC) compliant methodology document for the Index

A starter Factsheet for sales and marketing purposes

Historical Performance Benchmarking against 1 or 2 named benchmarks

Summary of any data/model corrections made to ensure desirable Index behaviour – e.g. low beta, reduced churn

Automated Back-Testing

In addition to our extensive capital markets experience, our fully automated back-testing tool is the key differentiator - providing 10-100x efficiency & performance jumps by back-testing a variant of an idea in a few minutes, which usually used to take weeks. Thus, enabling our customers to validate several permutations & combinations of the different variants to come up with the ideal Index that best reflects their concept and meets their performance goals.

ASSET CLASSES

We provide exposure to virtually everything that can be done with equities and fixed income over different asset classes including derivatives, commodities, currencies, interest rates, alternatives, and multi-asset indices.

Indexes can also be developed to provide exposure to certain thematic strategies, like:

SMART BETA INDEXES:

Alternative Weighting methods that improve returns significantly

Caps on sectors weights and constituents’ weights

Weighting factors determined using Artificial Intelligence – boost in returns

REGIONAL BENCHMARK INDEXES:

Diversified regional indexes for APAC, South East Asia, Eastern & Western Europe

Sector and size indexes for regions

Use of Smart Beta weighting mechanism to improve returns

THEMATIC INDEXES:

Customized themes – combination of geography, financial performance, sector, sustainability, etc.

New themes like combination of short and long-term performance

MANAGED INDEX OPERATION (POST-PRODUCTION SERVICES)

Our Index Managed Services is designed to provide a simple, one-stop end to end solution to all the post-production indexing needs of our clients. We offer the full spectrum of services from pure calculation of indexes to any module that can affect the value or composition of the Index.

Modules covered under our Managed Services offering:

Daily End of Day NAV Calculation

Index Review & Rebalancing at a periodic frequency (quarterly, half-yearly etc.) or Ad-hoc

Index Reconstitution at a pre-defined frequency (quarterly, half-yearly etc.) or Ad-hoc

Free-float Adjusted Factor computation

Corporate Actions

Share Class Switching

Factsheets generation & quarterly publications

To ensure continuity with our clients’ current processes we import the methodology document into our Index Management Software and compare the historical values with the automated results generated by our software to ensure correctness. It usually takes us under a week to provision the Index into our automated tool and validate the historical accuracy with our clients.

As an add-on, customers can take advantage of:

15 second IOPV Calculation

Public dissemination of index data via a major US exchange to be picked up by data vendors such as Bloomberg, Factset, Thomson Reuters etc

BENEFITS OF PARTENERING WITH FUZZY LOGIX

Automate the daily/weekly/monthly Index operations tasks – leaving room to focus on the intellectual aspect of growing the business

Eliminate errors caused by manual operations in tasks like Index rebalancing, reconstitution

Ability to import data from more than one data source – prevents daily discrepancies and occasional errors in the data feeds

More advanced data model than provided by any single data provider alone such as Thomson Reuters, Bloomberg

Compliance with the IOSCO Principles for Financial Benchmarks.

WE ALSO ENSURE BEST-IN-CLASS ENTERPRISE SUPPORT FOR OUR CLIENTS:

Robust IT infrastructure with a system uptime of 99.95%, supported by established Business Continuity and Disaster Recovery plans

Special focus on client confidentiality and data security

24x7 customer support

Our operations costs are low because of the automation we have built into index management, and we can pass along these savings to you.

PRICING

Pricing for both our Turnkey Index Design Package and Managed Index Operation is dependent on the project scope and size, however we are certain we can offer you a great value, affordable solution. Our operations costs are low because of the automation we have built into index management, and we pass along these savings to you.

Our Cloud-hosted License Solution gives you direct access to all the features in our turnkey solution, hosted in a secure cloud environment, at a per-seat license.

SINGLE MARKET(US, EU or APAC):

GLOBAL MARKET (US, EU or APAC):

$9.6k per annum per seat

$12k per annum per seat

Includes Data+Tool in a single spot

Tiered discounts for multiple seats within the same organization

Market open-close support (email/chat/phone) included

Premier Support (24x7x365) upgrade available

We offer a 21 day free trial followed by a monthly or annual subscription plan. No contracts, no cancellation penalties, no obligation.

PRICE:

Fixed fee of $10-$25k* per index

(* Depending on index complexity)

No royalty/basis points

Index design from a seed-idea to finished methodology doc

1-4 weeks of consulting time

INPUTS:

Seed idea

OUTPUTS:

Daily backtesting of 3-4 variants over a configurable history (going back to 1984), selection of the best variant, and development of a compliant methodology document

On-going operation for an Index (rebalancing, reconstitution, Daily NAV, 15-sec IOPV)

INDEX ONBOARDING:

$2k*

(* Waived if Fuzzy Logix was used for Index Design)

INDEX CALC PRICING:

$6k/index/annum – includes Daily Index Value Calc

Intra Day Values (IOPV) is additional

Discounts available for a block of base index + derivative indexes

FAQs

We've tried to answer the most commonly asked questions about our Cloud License Solution here but if you can't find the answer you need, email us at info@fastindx.com and we'll get back to you as soon as possible.

How does the Free Trial work?

How much does it cost?

Can I buy more than one seat?

When will you take my first payment?

Can I cancel my subscription?

Will there be help to get me started?

What customer support do you offer?

How do I create a log in?

What do I do if I forget my password?

Can users share an account?

Can I add a seat to an existing account?

How do I change my account information?

How do I cancel my subscription?

HOW DOES THE FREE TRIAL WORK?

Simply sign up online to start a free 21 days trial. The 21 days starts from the day you complete the sign up process and will end at midnight on the 21st day.

Your monthly subscription to all of the benefits of our Cloud License Solution will begin on the 22nd day and that day will be day 1 of your first month.

You will be able to stop your subscription from automatically renewing at any time during the 21 days Free Trial but at that point access to your Indexes will cease.

HOW MUCH DOES IT COST?

One seat license costs $849 per month for one market and $1049 for all markets. Purchasing an annual subscription comes with a 5% discount.

CAN I BUY MORE THAN ONE SEAT?

Yes, you can purchase unlimited numbers of seats by self-creating multiple accounts yourself. However, we do have volume discounts for multiple users belonging to the same organization. So that we can help you with your requirements and offer you the best package, you may want to contact us and we can set up your accounts for you.

WHEN WILL YOU TAKE MY FIRST PAYMENT?

Your first payment either monthly or annually will be taken on the 1st day of your subscription. If you choose to pay monthly your regular payment will be taken around the same date each month. If you pay annually your 2nd payment will be taken each year on your subscription start date.

CAN I CANCEL MY SUBSCRIPTION?

Yes, you can cancel your subscription at any time, however all access to your Indexes will cease once your paid subscription period ends. For example: if you pay monthly and your month's subscription runs from the 5th of each month, and you cancel on the 18th, your account will remain activated until the next 5th when it will be closed. If paying annually and you cancel your subscription at any point during the 12 months period your account will remain activated until the end of your 12 months subscription when it will be closed.

Please note: deactivated accounts cannot be reactivated and once an account is closed, all of the indexes and features within that account will be terminated.

WILL THERE BE HELP TO GET ME STARTED?

There are various help sheets and videos accessible from your account to help you get started, and with any aspect of the tool, such as Index creation/rebalancing/factsheet generation etc. There is a chat service that is staffed with live operators during business hours in your geography. In addition, you have access to our support lines with email and phone.

Premium support subscriptions are available for live help 24x7x365.

WHAT CUSTOMER SUPPORT DO YOU OFFER?

Included in your account fee is access to local office hours customer support by chat, email or phone. The chat service is staffed with live operators during business hours in your geography.

24/7 customer support is available at extra cost.

HOW DO I CREATE A LOG IN?

When you begin your Free Trial you will use your email address and create a password which you will use to access your account. A validation email will be sent to you within minutes of creating your free account. This email, once validated is ready to use to access your account.

WHAT DO I DO IF I FORGET MY PASSWORD?

If you forget your password simply click on "I've forgotten my password" on the Log In page and we'll send you an email with instructions to reset your password.

CAN USERS SHARE AN ACCOUNT?

Individual email accounts are not designed for sharing across multiple people. This is a violation of the license agreement. However, for the purposes of sharing work across multiple users and collaborating, we do have advanced workflow features where multiple users from within the same organization can share work with each other. Please contact us to set your organization's multiple logins within a shared group if this is what you desire

CAN I ADD A SEAT TO AN EXISTING ACCOUNT?

Yes, of course. To do this at any point you will need to call us at your geography's contact number, which you can find here.

HOW DO I CHANGE MY ACCOUNT INFORMATION?

If you need to change your contact details or payment details you can click on My Account in the website menu and make your changes there.

HOW DO I CANCEL MY SUBSCRIPTION?

To cancel your subscription, you will need to call us at your geography's contact number, which you can find here.

ABOUT US

In 2016 Fuzzy Logix realized that current tools and technology for Index creation or for Index operations are based on heavily manual and error prone processes which are ultimately a drag on the growth of the overall business.

In conjunction with one of Asia’s largest Index providers, Fuzzy Logix developed an automation tool with the mission to drive 10-100x efficiency in the process, allowing our customers to focus on the high value, intellectual aspect of the business, and letting the software do the menial work. As a result, our customers can rapidly grow from managing a few hundred indexes, to several thousand indexes covering a larger geography with an exposure to various new asset classes – without adding any additional staff!

Today, the Fuzzy Logix Index platform manages over 200 indexes tracking over $4Bn in AUM globally and the Fuzzy Logix Index Design Services are being regularly used by some of the leading ETF issuers, Fund managers, Asset managers & Wealth managers across the world to mould their seed ideas or concepts to new Indexes.

	Fuzzy Logix was formed in 2007. Led by a team with a combined passion for solving problems with quantitative methods, data mining and pattern recognition, and a foresight of how businesses would increasingly collect information and need to achieve actionable insight from this data, they created a business that transformed data analytics. By performing the analytics directly where the data resides and eliminating the need to move it, in-database analytics was created. Fuzzy Logix has over 40 Fortune 500 clients worldwide.

CONTACT US

You can connect with us on LinkedIn, Facebook or Twitter

OUR PRODUCT AND SERVICES

If you're keen to learn more about our Index Management Services you can get in touch with us in the first instance easily at info@fastindx.com and one of our team will get back to you soon.

Alternatively, send us a message via our contact form:

CUSTOMER SERVICES

Existing customers who need assistance:

Check the FAQs and Help sections on the product website: there is a wealth of useful information and guides.

Use our online chat on the product website where answers to most questions can be found.

If you need help from one of our technical support team, email support@fastindx.com and we'll get back to you within 24 hours.

PARTENERING WITH FUZZY LOGIX

To discuss partnering with or working alongside us, email partners@fuzzylogix.com.

WORKING FOR US

If you’re passionate about new technologies and finding solutions to complex challenges, and want to work hard to play a part in imagining, engineering, selling or marketing innovative products and services, get in touch at careers@fuzzylogix.com and tell us why you’d be a great addition to our team.

PRIVACY POLICY

We may ask for your contact details in order to provide you with literature or content you request, and may subsequently send you occasional, relevant marketing emails. You can unsubscribe from further communication from us at any time via the unsubscribe link in the marketing email, or by emailing info@fastindx.com.

Head Office, USA

10735 David Taylor Dr.

Suite 130

Charlotte, NC 28262

Tel: 704.512.0478

Email: contact.usa@fuzzylogix.com

Europe

Fuzzy Logix GmbH

6th Floor

Karlstrasse 35

Munich 80333

Email: contact.emea@fuzzylogix.com