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Distribution Technology and iNDEXX Markets launch six indices


Financial planning and risk profiling firm Distribution Technology and bespoke managed index provider iNDEXX Markets, are launching six new investable indices based on DT’s risk profiles. 

The new indices, named Dynamic Planner Goldman Sachs i-Select Total Return Strategy indices, are provided by iNDEXX Markets and will have Goldman Sachs as pricing agent.
The partnership will see iNDEXX Markets launch six new multi-asset indices precisely matched to DT’s asset allocations and risk profiles. The indices have been designed to give managers and investors a daily benchmark which can be invested in, or used to assess relative performance, and are based on DT’s six most popular risk profiles. They are the first indices of their kind to provide relevant, risk-based benchmarks to an individual investor’s risk profile or investment objective, in contrast to the normal market or peer group-based indices which are not personalised. Dynamic Planner is licensed to over 5,000 financial advisers in the UK to profile, plan and manage their clients’ wealth.
Chris Fleming, head of the financial analytics team at Distribution Technology, says: “DT now profiles in excess of 600 funds for more than 60 fund groups and is the UK market leader in fund risk profiling. We wanted to provide a means by which these communities could accurately track or manage investment performance against an agreed risk level; these new and unique indices allow our clients to do this.”
Andrew Berry, director at iNDEXX Markets, adds: “iNDEXX Markets is a bespoke investment solution that caters explicitly to the designs and ambitions of its client base. This partnership with one of the leading technology and risk profiling firms will enable investors to have their investment need matched to DT’s already well-established and highly regarded risk profiling.”

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