BUILD AND DISTRIBUTE YOUR OWN BENCHMARKS WORLDWIDE.

The time has come to start a new chapter of indexing: Create your own indices to track investment strategies professionally. We are proud to be the National Affiliate of LIMEYARD™, a fully fledged global index boutique (headquartered in Zurich/Switzerland) with strong fintech DNA and one of the leading proprietary and non-proprietary benchmark providers. The company works together with Vienna Stock Exchange, who is a joint-venture partner.

We–Sugarwood Financial, LIMEYARD™ Indices and Vienna Stock Exchange–jointly empower Registered Investment Advisors, portfolio strategists and other institutional investors to enter the next level of world class customized indices. Clients of LIMEYARD™ have the opportunity to either modify an existing index model or create an entirely new index based on their specific requirements – for all asset classes and complexity levels.

All indices maintained and operated by LIMEYARD™ are in full compliance with IOSCO principles for financial benchmarks. Also, LIMEYARD™ is certified based on an ISAE-3000 audit provided by Deloitte. Thanks to its innovative IT and agile setup, you benefit from one of industry’s most competitive price models too!

 

        

Benefit from our Customized Index Solutions:

SET YOURSELF APART IN A COMPETITIVE INDUSTRY

Boost your branding, underline your professionalism by launching an index bearing your company (or brand) in its name.

REACH A TRULY GLOBAL AUDIENCE

Depending on your preferrence, the index data will be disseminated in real-time or end-of-day to all Bloomberg™ and Thomson Reuters™ terminals.

GATHER NEW ASSETS

Utilize your custom index for sales and marketing initiatives and ulitmately gather new assets among existing and new clients.

RELAY ON FIRST-CLASS OUTSOURCING PROVIDERS

Enjoy peace of mind, superior client service and match all regulatory requirements.

MAKE THE MOST OF YOUR BUDGET

Thanks to its innovative IT and agile setup, you will benefit from one of industry’s most competitive price models.

 

 

REQUEST THE FULL CUSTOMIZED INDEX KIT HERE OR CALL THE INDEXING EXPERTS DIRECTLY AT 704-307-9214 OR 704-478-1426.