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IFRC Customise Index Service

IFRC provides services to design, calculate, and manage customised financial indexes tailored to specific client needs.

  • Clients can request custom-built indexes instead of using standard benchmark
  • The service is part of the CCPI (Cloud Computing Platform for Investment) ecosystem
  • Indexes can be used for:
    • Investment products (funds, ETFs, derivatives)
    • Research and analysis
    • Performance benchmarking

Core Customisation Capabilities

IFRC allows clients to customise indexes across multiple dimensions: Index Design Options

  • Selection of companies:
    • Manual selection
    • Rule-based selection (e.g., sector, size, criteria)
  • Index methodology:
    • Weighting methods:
      • Market-cap weighted
      • Equal weight
      • Float-adjusted weighted
  • Index configuration:
    • Currency (VND, USD, EUR, etc.)
    • Version:
      • Price index
      • Total return index

Custom Index Development Process

IFRC uses a structured workflow for index construction:

1. Index Design
  • Define universe (stocks, sectors, themes)
  • Specify rules, weighting, and methodology
2. Back Calculation
  • Apply rules to historical data
  • Generate past performance (backtesting)
3. Index Reporting
  • Analyze:
    • Performance
    • Risk
    • Comparisons vs benchmarks
4. Production & Monitoring
  • Deploy index for real-time or periodic calculation
  • Monitor and adjust configuration

Types of Custom Indexes Delivered

IFRC supports multiple index categories:

  • Benchmark Indexes
    • Market-level, sector-level, size-based
  • Tradable Indexes
    • Used for ETFs, derivatives, structured products
  • Thematic Indexes
    • ESG, Women CEO, sector-specific
  • Strategy Indexes
    • Based on signals like buy/sell, sentiment
  • Volatility & Sentiment Indexes

Scale and Coverage

  • IFRC calculates tens of thousands of indexes globally
  • Includes large-scale Vietnam index coverage (thousands of indexes)

Examples:

  • Women CEO Index (Vietnam, ASEAN+4)
  • Sector indexes (e.g., logistics, energy)
  • Custom corporate or group indexes (e.g., Petrolimex)

Client Use Cases (From Your Files)

IFRC customise index services are used when:

  • Client has no index idea → IFRC proposes design
  • Client has an idea → IFRC tests and builds it
  • Client already has an index → IFRC calculates or improves it
  • Client wants to outsource index calculation

Summary

IFRC Customise Index Services = a full-service solution where clients can design, test, and operate their own financial index based on specific investment, research, or business objectives.

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