Index and ETP product development expertise and more


Getting Products to Market

  With 25 years of experience, I am a financial services professional with a focus on index & ETP product development / management, marketing and education.

I have product development/management experience with mutual funds, closed-end funds, ETFs, ETNs, listed derivatives and have been directly involved in the development of a number of innovative products across multiple issuers currently representing approximately $6.4B in assets under management. Data wrangling/management and workflow optimization/automation are particular strengths of mine as are creativity and the ability to distill complex ideas into easily accessible themes.

I'm always interested to hear about new challenges. What problem do you need solved? 


Online financial research tool that helps save by finding low-cost ETF alternatives to Mutual Funds.

 Portformer™ is an online financial research tool that helps RIAs save money for their clients by finding low-cost ETF alternatives to existing Mutual Fund investments. 


 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. 


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 any 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.



I'm always interested to hear about new challenges. What problem do you need solved?