- Case Study -

Custom Indexing, an Evolution of Index Investing

 

indexing

 

Client Type

Mid-sized Canadian investment manager.

Business Context

A newly established custom indexing division of a large financial organization required an analytical data platform to build and maintain custom indexes for its growing customer base.

Outcome

Advanti led the build-out of a large, diverse, and sophisticated indexing data platform, allowing the client to achieve critical mass quicker, scaling from 25 to 200 indexes with predictable costs.

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Custom Indexes

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Data Providers

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Implementation Months

Services

Pipeline engineering

We provide a wide array of cutting-edge services required to fully build a fast data pipeline.

 

Focus

Simplification

We offer a "simple" approach to designing so called complex systems with an emphasis on Design and DevOps.

Index investing has changed

General indexes have a single methodology, one rule for what they own and how they rebalance. General indexes are a one size fits all. Like general indexes, custom indexes also invest and rebalance according to a defined methodology, but the methodology is personalized by an investors preferences and constraints, they are very flexible and so must the data that is brought together in order to create a custom index.

Serverless matches flexibility

Advanti developed a serverless data infrastructure that bring together all of the necessary data for comprehensive custom indexing to occur, we used Lambda, DynamoDB, Glue, ECR, EKS, Terraform, and SageMaker to create a mission-critical back-end database used by a modern lightweight UI and Python for real-time analytics.

A single and reliable solution

After deploying the platform, built to perform consistently across multiple environment environments, Advanti's client was able to provide users of the database with a cloud-native platform for building custom indexes, including storing and tracking "idea universes", all based on a single source of data.

 

Interested in Custom Indexing? 

No problem, reach out to us, and we're happy to talk about creating a data platform that will support your custom indexing needs!

 

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