Personalize portfolios with speed and global reach
Built on decades of index innovation and extensive international equity expertise, our direct indexing solutions enable wealth managers to design personalized, tax-efficient portfolios at scale with operational efficiency. And with our ADR Indexes, you can extend personalization beyond U.S. equities — delivering global diversification without leaving U.S. markets.

Expand global reach
Deliver global diversification through our ADR Indexes that cover roughly 90% of international market constituents — and allow you personalize at scale within the U.S. trading system using American depositary receipts (ADRs) through your existing U.S. custodian platforms. 

Streamline operations
With robust infrastructure to calculate over 250,000 indexes daily and over 50 years constructing global indexes, we aim to provide the operational strength wealth managers seek to efficiently meet their clients’ unique needs. 

Access deep sustainability expertise
We have been integrating sustainability into indexes since 1990, leveraging insights backed by hundreds of global sustainability and climate analysts to create data-driven solutions.

Optimize for tax efficiency
Our tax optimization tools balance tax efficiency with tracking error. We offer algorithms designed to enable you to minimize short-term tax exposures while keeping portfolios aligned with the underlying index.