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Intelligent Indexing®

Turn any ETF portfolio into a custom stock SMA

The SMA portfolios stay automatically synced with the ETFs

The SMA portfolio still benefits from traditional indexing techniques

Can be used independently or in conjunction with FINIAT’s Intelligent Allocation® process

Opens the door to further customization

FINIAT’s Intelligent Indexing (i-indexing) applies the benefits of direct indexing to full ETF portfolios. These strategies harness our proprietary consolidation algorithms, pooling stocks from selected ETFs into a refined stock set.

This process ensures your portfolios mirror the diversified risk and sector exposure of the original ETFs, including the added benefits that single stock SMAs offer of stock screens and tax loss harvesting.
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