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Trinity Custom Indexing Capabilities

Creating a customized beta strategy to align with client values and return objectives

DETERMINE YOUR UNIVERSE

Select from large, mid or small cap companies in core, value or growth categories.

DETERMINE SCREENING CRITERIA

Select from turnkey set screens FFV Scorecard™, Catholic Core™ or customize to align with your values.

IMPLEMENT, MONITOR AND REPORT

Several ways to implement including FIX connection, trading at custodian or providing instructions to platform. Measure and reconcile performance and attribution over time.

VALIDATE CUSTOM INDEX

Develop a custom index and provide portfolio details and limited back testing.  Adjust strategy as needed.