Customised Indexation

Your beliefs, our engineering

Custom indexation at Keyridge is built on a simple idea: the index should fit the investor, not the other way round.

We engineer bespoke indices and portfolios around each client’s beliefs, constraints and factor views, using the same systematic rigour, human–quant oversight and “alpha by construction” philosophy that underpins our flagship systematic core strategies.

Instead of accepting the compromises of a standard benchmark, clients can define the exposures they actually want: from factors and sectors to sustainability and risk budgets, and have them translated into a precise, rules-based mandate that is theirs by design.

Every custom index begins with your problem, not our product range

We listen first to your investment objectives, constraints, client base and existing gaps, and work backwards to the right mandate architecture.

Human and quant, working together

Our team brings over 30 years of systematic portfolio engineering expertise, combining human insight with systematic precision to design and oversee the models that drive both systematic core and custom indexation solutions.

Systematic discipline then executes these designs without emotion or drift, quarter after quarter.

Engineered around factors, constraints and outcomes

We can configure portfolios around factor tilts (value, quality, momentum, growth, yield, financial strength), sustainability frameworks, exclusion lists, tracking-error and beta constraints, yield targets and liquidity requirements within a single, coherent rules set.

This allows investors to sit between pure passive and traditional active – retaining index-like efficiency whilst introducing targeted alpha potential and better alignment to their mandate.

A solutions mindset

Custom indexation is an extension of our broader client solutions platform, not a standalone product.

We follow a 4-stage partnership model:

  • Listen

    Understand your objectives, constraints and beliefs.

  • Design

    Translate this into a mandate architecture, construction methodology and constraint set in an iterative, collaborative process.

  • Deliver

    Build, test and refine, then structure and launch the mandate.

  • Equip

    Provide reporting, narrative and ongoing support so you can use the solution with confidence.

Customisation at scale

We have built the infrastructure, process and technology to design and deliver bespoke mandates across public equity, fixed income, multi-asset, systematic and factor-based strategies, quantitative and bespoke indexation, and liquid alternatives and private markets where appropriate.

Our process has been refined across hundreds of mandates, and typically runs from initial engagement to live portfolio in around 12 weeks, depending on complexity and client procurement cycles.

Who we serve

We partner with asset managers and ETF providers looking to fill product gaps, wealth managers and DFMs building model portfolios, institutional investors with specific benchmark and risk requirements, and insurers or platforms seeking white label or co-branded index solutions.