Beacon Indexes (BI) has honed its rigorously analytical development process based on the best practices of analysts and researchers. An overview is in the chart below.
Phase 1 - Exploratory
- Generate new index concepts
- Refine to short list
- Rapidly assess investment viability
- Presentation to partners
- Selection of indexes for development
Phase 2 - Development
- Quantitative approach to index construction (using some concentration)
- Algorithmic programming of stock selection
- Quantitative approach to stress and back testing
- Algorithmic systems for index re-balancing
- Complete documentation
- Presentation
Phase 3 – Launch and maintenance
- Publishing
- Programmatic approach to index monitoring
- Reports and communication
- Algorithmic approach to re-balancing