Equities-Indices

Who we are

Our ambition is to be the most successful investment firm of all time. We strive to identify the highest and best uses of capital to generate superior long-term returns for the world’s preeminent public and private institutions.

Customized Index Solutions Tailored to Your Needs

At Equities-Indices, we understand that today’s financial landscape demands more than generic solutions. We excel in crafting bespoke indices for Equity Swaps, tailored to align seamlessly with your unique financial goals and investment strategies. Utilizing an extensive array of asset categories—including Equities, Bonds, Commodities, Real Estate, Credit Risk, Currencies, Loans, and Cryptocurrencies—we deliver customized underlying assets designed for portfolio optimization.

How We Do It

Understanding Your Needs

Our process begins with an in-depth consultation to understand your specific requirements. This helps us gauge what sectors you are interested in, be it Energy, Materials, Industrials, Consumer Discretionary, Consumer Staples, Healthcare, Financials, Information Technology, Communication Services, Utilities, Real Estate, or Bonds.

Narrow-Based or Broad-Based Indices

Following your instructions, we craft either a narrow-based index focusing on a single or limited number of sectors or a broad-based index encompassing a diverse range of industry sectors.

Precision and Expertise

Our team of experts diligently combines quantitative analysis , Fundamental Analysis and market research to develop an index that not only meets but exceeds your expectations.

Additional Services for Comprehensive Equity Swap Management

From seasoned leaders to new recruits, every member of our team helps develop and execute on powerful insights. We bring together brilliant minds to do what others consider impossible.

Trust Equities-Indices to deliver a comprehensive, tailored solution for all your Equity Swap needs.

Cash Flow Management

Navigate the intricacies of swap-related cash flows with our expert guidance, ensuring fluid transactions and maximized returns.

Index Rebalancing

Maintain an adaptive investment approach with our specialized index rebalancing services, aligning your portfolio with your ever-changing objectives.

Corporate Actions

Benefit from our detailed management of corporate actions, keeping your equity swaps attuned to market shifts and significant events.

Regulatory Reporting

Ensure compliance with the SEC and CFTC requirements through our meticulous analysis on reporting critical data elements, particularly vital for swap dealers and security-based swap dealers.

Equity Swaps

Experience the efficiency and expertise of our core specialization. Navigate through various swaps, each designed to cater to specific financial strategies and investment profiles.

Financial Data Analytics Services

Harness the power of precision analytics with Equities-Indices, where we convert complex financial data into actionable insights to fuel informed decision-making. Our comprehensive service spectrum encompasses a wide range of data types and analytical methods tailored to meet your business objectives.

Price & Market Data Analysis

Navigate the intricacies of swap-related cash flows with our expert guidance, ensuring fluid transactions and maximized returns.

Fundamental & Economic Data Interpretation

Maintain an adaptive investment approach with our specialized index rebalancing services, aligning your portfolio with your ever-changing objectives.

Regulatory & ESG Data Management

Benefit from our detailed management of corporate actions, keeping your equity swaps attuned to market shifts and significant events.

Alternative & Fixed Income Data Analytics

Ensure compliance with the SEC and CFTC requirements through our meticulous analysis on reporting critical data elements, particularly vital for swap dealers and security-based swap dealers.

Why Choose Us?

Unlock a world of tailored investment opportunities with Equities-Indices. Contact us now to start building your customized index solution.

info@equities-indices.com

Expertise

Navigate the intricacies of swap-related cash flows with our expert guidance, ensuring fluid transactions and maximized returns.

Client-Centric Approach

Maintain an adaptive investment approach with our specialized index rebalancing services, aligning your portfolio with your ever-changing objectives.

Versatility

Benefit from our detailed management of corporate actions, keeping your equity swaps attuned to market shifts and significant events.

Featured News and Insights

We share our perspectives on the markets, civic leadership and policy, as well as the latest news from the firm.

Contact Us
Get Started Today

Chicago

875, North Michigan Avenue
Suite 3100,
Chicago, IL
60611

Email : info@equities-indices.com

 

New York

1250,
Broadway 36th Floor
New York City
10001

Unlock a world of tailored investment opportunities with Equities-Indices. Contact us now to start building your customized index solution.