Beacon Indexes Overview

Beacon Indexes (BI) creates and publishes custom indexes using a combination of qualitative research and quantitative methods. BI designs custom indexes to quantitatively measure specific market segments. The indexes are used for custom institutional benchmarks and investment product design.

BI’s analysts and researchers follow a development process that begins with using both qualitative and mathematical measures of long term trends to develop initial criteria. From that point, all index development relies on strict, quantitative processes. Stock selection is algorithmic and utilizes the proprietary algorithms developed by BI’s parent company, Beacon Trust.

BI focuses on creating indexes for investment products that are:

  • Differentiated in the marketplace
  • Positioned to out-perform major indexes
  • Easy to explain to institutions, wholesalers, brokers/advisors and investors
  • Scalable with capacity in multiple product structures

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