A backtesting and data visualization tool that lets asset managers build custom indexes and see how they would have performed over time.
Asset managers build indexes to fit investment goals, regulatory requirements or client preferences. Before committing to one, they need to see how it would have performed, and trust what they're seeing.
A flexible builder for choosing asset classes, regions and strategies, then backtesting the result against a benchmark, with the chart and key metrics side by side.
I led product design and research with product management and engineering, from concept to launch in December 2021, and validated the experience through user testing.
Build, backtest and compare in one simulation, so an idea becomes an index in a few steps.
Start from a market, then browse criteria by category, from capping and climate to ESG, factor, screening and weighting. Pick one, like a high dividend yield, and fine-tune its screens and rebalancing before applying it.
Run the simulation against a benchmark over any date range. Switch between performance views, currencies and variants to see each layer's effect over time.
Key metrics like return, total risk and turnover line up in columns for each layer, with valuations, exposures and ESG one tab away.
This is a lot more trustworthy in a way. It's easier to find what I need.