Personalization is reshaping the investment landscape. Institutional clients and asset managers are increasingly expected to deliver tailored index strategies that reflect specific mandates, ESG overlays, and thematic exposures. But the reality is that most firms are still relying on legacy systems and manual workflows to manage index data – making it difficult to keep pace with demand.
Creating blends using spreadsheets and fragmented data sources is slow, error prone, and hard to scale. It also introduces compliance risks and limits transparency, especially when methodologies change or need to be audited. As the appetite for index blends grows, so does the operational burden.
Rimes’ Index Analytics Service offers a new way forward. Built on a secure, cloud native architecture and powered by the Rimes Data Lakehouse, the platform enables investment teams to design, test, and deploy index blends with speed and confidence. Whether it’s a 60/40 blend, an ESG-screened thematic index, or a multi asset carve-out, users can build and back test strategies in minutes – not weeks.
The platform supports both manual and rule-based creation of index blends with flexible rebalancing, cloning, and simulation tools. It also provides full traceability of index logic and assumptions, making it easy to document methodologies and meet governance requirements. Teams can collaborate across departments, reduce reliance on centralized data teams, and respond faster to client requests.
As personalization becomes the norm, firms need more than just data – they need infrastructure that enables innovation. Rimes’ Index Analytics Service transforms index blend creation from a manual chore into a strategic capability.
Read our Index Analytics Service fact sheet to learn more.
