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Advisers have reported “consumer sensitivity to their advisory fees, and less sensitivity to the underlying platform and product costs.” (via Kitces)

In order to reduce underlying transaction costs and expense ratios while maintaining advisory fees, financial advisers have a few options when it comes to staying competitive and providing a cost-efficient and highly personalized service to their clients.

One choice financial advisors have is to use low-cost indexing solutions.

Low-cost index calculation and construction services provides the following benefits to financial advisers:

⏱ High automation
📈 Tax-loss harvesting
💰 Zero- licensing fees and low-cost

Low-cost solutions (such as Index One) are allowing advisers to reassess their underlying costs and expense ratios and help make decisions on reducing their all-in fees.

#fintech #esg #etf #blockchain #technology #mutualfunds #money #indexing

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“[The largest index providers] have significant market power and can unilaterally set virtually all contractual conditions since the customers on the asset management or banking side cannot undertake the activities that are essential to their business without the data provided by these firms.” (Via The European Fund and Asset Management Association)

This does not need to be the case. Most generic indices are not costly to create nor distribute, which should be reflected in the price.

At Index One we are changing the index provider landscape by offering flat-fee, low-cost, and even self-service models to users of indices, which allows anyone to create and use a benchmark, without needing to rely on incumbent providers and unfavorable terms for index usage.

Read:
https://www.ft.com/content/29c9e079-a6df-4cbf-8c79-528426b3c7fb?platform=hootsuite&utm_campaign=HSCampaign

#fintech #esg #etf #blockchain #technology #mutualfunds #money #indexing

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Building an index is now as easy as choosing from a drop-down menu.

Building a custom index has never been easier. Being the most cost-efficient index building platform, Index One provides a self-service platform that allows advisors to turn any custom strategies into live indices.

Here’s how you can build a custom index in minutes.

Step 1: Navigate to “Index Builder”

Step 2: Select your custom universe, and set weightings and rebalancing settings

Step 3: Backtest and launch your new index.

Simple, quick and efficient, Index One allows advisors a hands-off approach when constructing indices.

Request a demo with our team to learn more about how you can leverage Index One’s solutions for your business.

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Index One

Index One

Index One supports a high-degree of index customization with the ability to personalize portfolios that reflect investors’ financial objectives.