michael.pendergrass
Acronym
Alphathena
Product ID
Direct-Indexing-Personalization
Description

AI enhanced Web & API Platform for Direct Indexing & Personalization.

Images
Image
faasdgf57
Details
  • Create and customize a direct index from SPY ETF and optimize it to minimize tracking error from benchmark.
Features

AI enhanced Web & API Platform for Direct Indexing & Personalization:

  • Direct Index from 1000+ ETFs & 100+ factors including ESG
  • AI-enhanced workflow with optimization & realtime backtest
  • Full lifecycle management and direct custodial integration
Vendors
Alphathena
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
Portfolio Management
Research & Analytics
Solution
Daily Data Files
Ad Hoc Tags
DoubleClick Tags

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