Not all indexes are created with purpose. In today’s crowded market of “multi-factor” blends, thematic overlays, and marketing-driven gimmicks, it’s easy to lose sight of what an index should be: a transparent, objective framework for long-term capital appreciation. At MarketGrader, we believe custom indexing doesn’t have to mean compromising on structure or substance. Our custom solutions start from first principles and are shaped by deep market understanding, client collaboration, and the foundational rigor of our GARP + Quality framework.

A Ground-Up Approach to Customization

We begin each project by understanding the unique structure and characteristics of the target market—whether it’s a single country, region, sector, or style segment. Where does that market’s returns come from? Is it appropriately priced for its risk? What role does liquidity play in index construction and tracking efficiency? These are foundational questions that must be answered before stock selection begins.

Next, we assess how well legacy benchmarks reflect the opportunity set. Too often, traditional indexes underrepresent high-quality companies or overemphasize size or sector weights. By contrast, our methodology allows us to ask a better question: Can we do better than the market’s beta? With full coverage across 93 countries and more than 41,000 rated companies, we determine if a meaningful cohort of high-rated companies exists to support a strategy with depth, investability, and differentiated returns.

Factor Alignment Without the Noise

We then map the landscape of traditional style factors—such as value, growth, momentum, and quality—to the specific exposures our client is seeking. But we do so without layering unnecessary complexity. Our core GARP + Quality framework naturally expresses desirable traits like profitability, sustainable growth, and efficient capital deployment. We build custom strategies that deliver true factor exposure, grounded in economic fundamentals, not statistical backfitting.

Precision-Engineered Portfolio Design

This process allows us to offer a full menu of design options. Whether a client wants to create:

• Value-only strategies across developed markets
  
• Global equity income portfolios
  
• Style-box solutions like EM Large Cap Growth and EM Large Cap Value
  
• Multi-country blends with unified rebalancing protocols
  

We provide the building blocks and rules to make it real. And once the strategy is defined, we deliver a complete blueprint: from constituent methodology to index rulebooks, rebalancing logic, tracking data, and post-launch collateral tailored to each client’s communication strategy. We also calculate indexes in any desired currency, enhancing their relevance for multi-market sponsors.