Partners
Tematica Research, LLC provides investors with equity research, economic insights, and investment ideas based upon its proprietary thematic view of the world and financial markets.
EQM Indexes LLC is a woman-owned firm dedicated to creating and supporting innovative indexes that track growth industries and emerging investment themes.
I am a contributor to The Street.com /RealMoney.com, authoring twice-weekly articles covering new and existing ETFs. Here is a link to my contributor profile.
I am a contributor to the Nasdaq website, co-authoring the Daily Markets Note and producing Industry Insight Articles. Here is a link to my contributor profile.
Products
The Index Wayback Machine
The Index Wayback Machine provides functionality that is currently not widely (or inexpensively!) available on data providers' platforms. The major data provider services can produce portfolio daily returns but not index levels and certainly not Gross Total Return and Net Total Return variants that utilize a basket purchase approach.
This platform is a BYOD (Bring Your Own Data) Python based index back testing platform that provides a fast and inexpensive way for index developers to iterate through the process of finalizing index component selection and weighting methodologies.
To be clear, this platform does not have too many bells or whistles (yet) but is a tool that will accelerate your index group's ability to test and re-test your index development approach as fast as as you can develop new scenarios.
Contact us for a demo, user guide and pricing.
