Thematic baskets
Manage thematic baskets in real time, including rebalances and nudges
Your analysts turn any theme into a basket of stocks and ETFs, ready for your clients to invest in.
Backtest a basket against a benchmark, with CAGR, alpha and drawdown
Choose any of SEBI’s significant indices to measure against, and read Sharpe and excess return from the same test.
Rebalance in real time, or on a daily, monthly or quarterly schedule
Your investors hear of each new rebalance as it’s made.
Tell investors ahead
An alert before each scheduled rebalance falls due
Keep every change
Each weight adjustment and rebalance written to Audit Trail
Give your clients thematic baskets of global stocks
Each basket is measured against a global index and tracked through the whole US session, on prices from the exchange or your partner broker.
Corporate actions adjust every open basket at the ex-date
Bonuses, splits and mergers carry through to the holdings they touch, with nothing for your analysts to redo.
Your desk catches overlaps between baskets before a new one goes out
Each new basket’s constituents are read against your open baskets, on criteria you can customise.
Track AUM, orders and clients per basket
See the volume each basket draws as your investors buy in, live and over any period, in Publisher.
Investors buy baskets without leaving your app, through API, SDK or micro app
A basket’s weights and performance come as data on the API, with screens on the SDK, or whole as a micro app in your theme.
Drop in a basket’s thesis in any format for an agent to summarise
Clients read the short version beside the basket, and the analyst approves every word before it reaches them.
Baskets plug into the rest of Publisher, from Actions and Rolodex to approvals
Reach clients and the teams who serve them
Publish factsheets and reports
A live factsheet that follows every rebalance and move in performance
Watch every level on live prices
Every holding priced from the exchanges’ ticks by the price feed engine
Add maker-checker wherever you need it
A checker’s approval your desk can turn on in User Access Management
Compose reports in Report Builder
Reports from blocks, bound charts and live data, for the research behind your baskets