Content and features
Thomson Reuters exclusive content sources — I/B/E/S Estimates, StarMine analytics, Fundamentals, ESG, Economic Indicators, News Sentiment and more.
Wide range of weighting schemes — Construction and weighting on many strategies beyond common market capitalization using back-tested institutional-quality models provides investors with more ways to hedge and diversify.
Risk management flexibility — Investors can tilt risk/return profiles with indices that are designed to provide enhanced total return based on novel combinations of underlying constituents and factor overlays.
Examples of Indices we create with our clients
Clients work with us to create Smart Indices such as:
Fundamental — The Smart Indices family includes variations that draw upon research-based strategies. Fundamental data include company financials, qualitative ratings, country of risk, broker forecasts, industry and technical characteristics.
Predictive Stock Selection — Academically pure risk premia factors - such as volatility and momentum and well-regarded StarMine models, tracking analyst revisions, earnings quality and intrinsic value - enable Thomson Reuters indices to express non-traditional investment hypotheses.
Replication and Cross-Asset — Thomson Reuters indexation expertise is evident in innovative tools that apply structural overlays to add leverage, currency hedges and short selling factors to emergent investment areas and synthetically modeled combinations of traditional assets.
Why work with us
One provider to meet all your needs
Fully in-house sourcing, calculation, maintenance and distribution operations, lowers cost and complexity. Our specialized research team advises on and conducts stringent validation and rules development to insure that each index meets the highest standards.
Our indices experts leverage a wealth of proprietary content and comprehensive market data to develop Smart Indices — a suite of unique, rules-based quantitative indices designed to outperform core holdings in passive beta indices.
Proven calculation engine
We have provided cost-efficient and reliable calculation services for decades to third-party index manufacturers and some of the most widely followed indices. Our robust global infrastructure and support network make it a strategic provider of choice.
Highest ethical standards
Since 1941, Thomson Reuters Trust Principles have ensured the highest ethical standards across all of our businesses, services and products. We have put compliant technical solutions in place to create reliable, stable, high quality indices. We fully support IOSCO’s principles in the administration, calculation and development of indices and the independent Thomson Reuters Index Review Committee is responsible for objective methodology review.
Global distribution and round-the-clock support
Index development and support is a 24-hour service, and is available in key regions worldwide. Real-time streaming APIs, FTP sites and global information networks deliver our index data. We have a global distribution network delivering critical news, information and analytics to the financial community – enabling transactions and connecting communities of trading, investing, financial and corporate professionals.