ETF Portfolio Management Platform

for decision making & portfolio automation

Portfolio Analytics

See whether any given ETF portfolio matches your investment approach and preferences

Portfolio Automation

Use our proprietary algorithm's differentiated capabilities: lower risk orientation, personal risk tolerance adjustment, risk - reward optimization, and hedge market neutral strategy to automate your investment portfolio

TheWindexPro

TheWindex Pro

Get access to our end - to - end, comprehensive platform, including proven, action - oriented ETF ranking model, supporting every aspect of investment decision making and portfolio construction

SUPPORTING YOUR DECISION MAKING PROCESS:

TheWindex's Ranking Model Performance: Dec2013 to Feb2016

13.7%
0.9
5.2%
0.4
12
85
Market
-9.3%
-0.5
CAGR SHARPE

ETFs opened up new possibilities of accessing a multitude of asset classes and strategies - and outperforming - with index ETFs. Therefore, portfolio management is increasingly shifting towards ETFs, either actively or passively. For instance, the market size of U.S. portfolios based solely on ETFs is estimated at $100B.
TheWindex addresses this sizable, rapidly growing market with an innovative, quantitative, end-to-end solution, providing unique tools, methodologies, information and strategies, that enable quality, systematic, easy-to-implement ETF navigation.

Our Service


TheWindex service provide you with the tools and knowledge to perform multiple range of professional daily tasks

  • New ETF Products: We enable you to launch innovative, proprietary, proven investment products, both long-only and hedge / market neutral / long-short, based on our rules-based ETF strategies.
  • Supporting Decision Making Process: Access a proven, highly differentiated end-to-end ETF platform supporting all aspects of investment decision making process.
  • Win New Customers: Generate leads and win new clients by using unique portfolio analytics that compare prospect risk tolerance with actual risk, and evaluate the quality level of portfolio construction.
  • Maintain Clients: Keep existing clients by quantitatively matching the portfolio risk with their risk tolerance while providing tools to identify attractive ETFs and avoid potentially poor ETFs.
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