Financial Services Industry
Index Providers
The Industry
Augmenting Index Development and Operations
Index providers must extract accurate, high-quality insights from the torrent of data that flows from capital markets every day. To keep up with changing investor needs, they need to discover new markets and market anomalies. Meanwhile, investors and regulators demand flexible, transparent, and scalable data management and reporting solutions. Test new research ideas, better manage your data, stay ahead of the curve with timely reporting, and offer genuine value to your customers with our help.
How We’re Different:
- Over 10,000 strategies covered: Deep domain expertise across numerous asset classes and strategies
- Contextual Technology Solutions: Best-in-class digital tools ranging from productivity automation to scalable, cloud-based platforms as well as custom-built solutions to meet your specific needs
- Proven Efficiencies: Accurate, error-free processes and standardization for 85% efficiency gains and 100% acceptance by client teams
- Well-Defined Functional Roadmap: Solutions to support you across the entire Index value chain
- Global Footprint: Ready to service you in 25+ languages and multiple time zones for 24×5 coverage
- Flexible Operating Models: Engagement models that meet your needs including FTE-based, project-based, and output-based options

Index Research
- Strategy Development & Back-Test Support
- Data Sufficiency Analysis
- Rulebooks Creation & Review
- Product Innovation
- Documentation Support

Index Onboarding
- Index Model Creation
- Update for Corporate Actions
- New Security Set-Up Including Gathering Static Data and Prices
- Index Keys Management

Index Maintenance
- Level Calculation
- Data Quality & Sanity Checks
- Selection & Rebalance
- Account for Market Disruptions
- Corporate Action Management
- Verification
- Publication

Index Reporting
- Performance Analysis
- Contribution Reports
- Composition Reports
- Factsheets
- Daily, Monthly, and Quarterly Reports
- Regulation and Compliance

Marketing
- Marketing Material
- Research, Blogs, Webinars, E-Marketing, and Social Media
- Website Management
- Editorial, DTP, and Proofreading
- Local Languages
Blog
Constructing an ESG Index for the Chilean Market – Strategies, Challenges, and Performance
Chile and Latin America have joined the race to create products and benchmarks to meet the demand for ESG investing. We were motivated to create this index due to the investment potential and the sparsity of ESG indexes currently available in the market.
Related Resources
Optimize your outcomes.

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.
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- Solutions for Financial Services
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Talk to One of Our Experts
Get in touch today to find out about how Evalueserve can help you improve your processes, making you better, faster and more efficient.