Our Approach
Drive Efficiency with Index and QIS Solutions
As demand grows for customized indices and systematic strategies, QIS teams, AMs, and index providers face mounting pressure to deliver more—faster and at lower cost. Managing corporate actions—dividends, mergers, splits, and spin-offs—often creates delays, errors, and manual effort across onboarding, calculations, rebalancing, and reporting.
Evalueserve streamlines these challenges. With AI, automation, and 250+ quant experts, we deliver up to 85% efficiency gains and 24/5 managed support.
Quant Experts
Regional Operations Centers
Strategies Covered
Efficiency Gains
Our Coverage
Working Across Asset Classes, Instruments and Strategies
Our Capabilities
Elevate Index Production & Operations
We focus on the full lifecycle of index operations — from onboarding and calculations to rebalancing and reporting — ensuring accuracy, speed, and resilience. With design and governance expertise layered in, we provide complete support that scales with your needs.
Index Onboarding
- Rulebook Review
- Model Creation
- Set Up Securities and Gather Static Data and Prices
- Update for Corporate Actions
- Documentation Support
Index Production
- Level Calculation / Verification
- Data Quality / Sanity Checks
- Daily Corporate Actions Management
- Market Disruption Event Management
- Periodic Selection, Weight Allocations & Rebalancing
Reporting, Publishing & Marketing
- Factsheets Design and Generation
- Product Management
- Performance Attribution, Contribution, Composition
- Editorial, Translation and Design Support for Index Methodologies, Blogs and Videos
- Index Marketing Campaigns
- Web Content Management Including Index Launch Posting and Tagging
Research & Design
- Product Innovation
- Data Convergence
- Data Sufficiency Analysis
- Strategy Development & Back-Test Support
- Scenario Analysis
- Analyze Strategy Performance
- Rulebook Creation
Governance Support
- Reviewing and Implementing Controls
- Error and Resolution Logging
- Challenges and Restatements Logging
- Facilitating Audits
Our Technology
Build with Enterprise-Grade AI
We combine proprietary accelerators, AI agents, and full-stack engineering capabilities to streamline indexing and QIS from end to end.
- Custom Strategy Builder – Rapid prototyping and rule testing
- Cross-Assets Index Workbench – Centralized calculation engine
- Corporate Action (CA) Management – Automated adjustment workflows
These are just a few examples of the specialized AI agents we’ve developed to streamline indexing workflows:
- Corporate action processing
- Index onboarding
- Real-time data quality validation
Our suite of AI agents continues to evolve—expanding to address new challenges across indexing, data validation, and automation at scale.
- Database Management – SQL, stored procedures
- Full-Stack Development – Python, C#, VBA, DevOps
- Web Technology – Front-end and back-end integration
A big thank you to the Evalueserve team for closely supporting us through the IBOR transition on our sensitive indices. Your help reinforces Evalueserve as a trusted partner for our key deliverables.
QIS Team
Large Investment Bank
We truly appreciate all of the development work that you have taken and all of your diligence in executing the process.
R&D Team
Fixed Index Annuities Company
We could not be in the custom index business without Evalueserve supporting us.
Quant Strat Team
Large Investment Bank
Our Team
Meet Our Experts.
Resources
Explore Our Domain Expertise
The ESG Bloom: Unveiling the Challenges to the Index Industry
Let’s discuss the challenges that come with adopting ESG indexes, are they more than a green initiative, how and what does it mean?
ESG Enablers: A New Theme for Indexes
Lets talks about ESG enablers – Data, Rating & Index Services, Consulting & Auditing Services, Software, Reporting & Analytics
Will regulation reshape the index industry?
As the song goes, ‘the times they are a-changing’ for index providers and users. In the past decade, we have seen the rise of various financial regulations, which have created more challenges for the index industry.
Financial Regulation: Big Decisions for Index Industry?
Index users and providers are facing greater scrutiny due to the expansion of financial regulations covering the index industry. Discover what are the options for index providers and users.
Our Products
AI-Powered Products That Scale
Spreadsmart
Automate financial data extraction for valuation. Improve accuracy and increase the speed of financial spreading by 70%.
Insightsfirst
AI-enabled platform that empowers you to get an edge in the market through differentiated insights and recommendations.
Publishwise
An AI-powered platform that lets users swiftly recommends content for proposal creation using intelligent search, NLP and ML.
