{"id":3131,"date":"2026-06-11T04:12:31","date_gmt":"2026-06-11T04:12:31","guid":{"rendered":"https:\/\/ifrc.vn\/?page_id=3131"},"modified":"2026-06-11T11:52:28","modified_gmt":"2026-06-11T11:52:28","slug":"ifrc-index-design-services-cloned","status":"publish","type":"page","link":"https:\/\/ifrc.vn\/index.php\/ifrc-index-design-services-cloned\/","title":{"rendered":"Inside IFRC\u2019s New Index Creation Process"},"content":{"rendered":"<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 fusion-flex-container has-pattern-background has-mask-background nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-padding-top:100px;--awb-padding-bottom:100px;--awb-padding-top-small:80px;--awb-background-color:var(--awb-custom_color_1);--awb-flex-wrap:wrap;\" ><div class=\"awb-background-pattern\" 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fusion_builder_column_1_3 1_3 fusion-flex-column fusion-flex-align-self-flex-start\" style=\"--awb-bg-size:cover;--awb-width-large:33.333333333333%;--awb-spacing-right-large:50px;--awb-margin-bottom-large:0px;--awb-spacing-left-large:50px;--awb-width-medium:33.333333333333%;--awb-order-medium:0;--awb-spacing-right-medium:50px;--awb-spacing-left-medium:50px;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:50px;--awb-spacing-left-small:50px;\" data-scroll-devices=\"small-visibility,medium-visibility,large-visibility\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-image-element \" style=\"text-align:right;--awb-caption-title-font-family:var(--h2_typography-font-family);--awb-caption-title-font-weight:var(--h2_typography-font-weight);--awb-caption-title-font-style:var(--h2_typography-font-style);--awb-caption-title-size:var(--h2_typography-font-size);--awb-caption-title-transform:var(--h2_typography-text-transform);--awb-caption-title-line-height:var(--h2_typography-line-height);--awb-caption-title-letter-spacing:var(--h2_typography-letter-spacing);\"><span class=\" fusion-imageframe imageframe-none imageframe-1 hover-type-none\"><img decoding=\"async\" width=\"300\" height=\"300\" title=\"HuuMinh_MAI_with_glasses\" src=\"https:\/\/ifrc.vn\/wp-content\/uploads\/2026\/06\/HuuMinh_MAI_with_glasses-300x300.png\" alt class=\"img-responsive wp-image-3029\" srcset=\"https:\/\/ifrc.vn\/wp-content\/uploads\/2026\/06\/HuuMinh_MAI_with_glasses-200x200.png 200w, https:\/\/ifrc.vn\/wp-content\/uploads\/2026\/06\/HuuMinh_MAI_with_glasses-400x400.png 400w, https:\/\/ifrc.vn\/wp-content\/uploads\/2026\/06\/HuuMinh_MAI_with_glasses-600x600.png 600w, https:\/\/ifrc.vn\/wp-content\/uploads\/2026\/06\/HuuMinh_MAI_with_glasses-800x800.png 800w, https:\/\/ifrc.vn\/wp-content\/uploads\/2026\/06\/HuuMinh_MAI_with_glasses.png 1024w\" sizes=\"(max-width: 810px) 100vw, 400px\" \/><\/span><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_2_3 2_3 fusion-flex-column fusion-flex-align-self-center\" style=\"--awb-padding-top-small:40px;--awb-bg-size:cover;--awb-width-large:66.666666666667%;--awb-spacing-right-large:50px;--awb-margin-bottom-large:0px;--awb-spacing-left-large:50px;--awb-width-medium:66.666666666667%;--awb-order-medium:0;--awb-spacing-right-medium:50px;--awb-spacing-left-medium:50px;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:50px;--awb-spacing-left-small:50px;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-builder-row fusion-builder-row-inner fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"--awb-flex-grow:0;--awb-flex-grow-medium:0;--awb-flex-grow-small:0;--awb-flex-shrink:0;--awb-flex-shrink-medium:0;--awb-flex-shrink-small:0;width:calc( 100% + 100px ) !important;max-width:calc( 100% + 100px ) !important;margin-left: calc(-100px \/ 2 );margin-right: calc(-100px \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column_inner fusion-builder-nested-column-0 fusion_builder_column_inner_1_1 1_1 fusion-flex-column\" style=\"--awb-padding-top:8px;--awb-padding-bottom:8px;--awb-padding-left:24px;--awb-bg-size:cover;--awb-border-color:var(--awb-color4);--awb-border-top:0px;--awb-border-right:0px;--awb-border-bottom:0px;--awb-border-left:4px;--awb-border-style:solid;--awb-width-large:100%;--awb-spacing-right-large:50px;--awb-margin-bottom-large:0px;--awb-spacing-left-large:50px;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:50px;--awb-spacing-left-medium:50px;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:50px;--awb-spacing-left-small:50px;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-text fusion-text-1 fusion-animated fusion-text-no-margin\" style=\"--awb-font-size:var(--awb-typography5-font-size);--awb-line-height:var(--awb-typography5-line-height);--awb-letter-spacing:var(--awb-typography5-letter-spacing);--awb-text-transform:var(--awb-typography5-text-transform);--awb-text-color:var(--awb-color3);--awb-margin-bottom:0px;--awb-text-font-family:var(--awb-typography5-font-family);--awb-text-font-weight:var(--awb-typography5-font-weight);--awb-text-font-style:var(--awb-typography5-font-style);--awb-animation-color:hsla(var(--awb-custom_color_1-h),var(--awb-custom_color_1-s),calc(var(--awb-custom_color_1-l) + 2%),var(--awb-custom_color_1-a));\" data-animationType=\"revealInLeft\" data-animationDuration=\"1.4\" data-animationDelay=\"0.2\" data-animationOffset=\"top-into-view\"><p><strong>Always stay ahead of Market &amp; Industry Trends<\/strong><\/p>\n<\/div><\/div><\/div><\/div><div class=\"fusion-separator fusion-full-width-sep\" style=\"align-self: center;margin-left: auto;margin-right: auto;margin-top:24px;margin-bottom:32px;width:100%;\"><div class=\"fusion-separator-border sep-single sep-solid\" style=\"--awb-height:20px;--awb-amount:20px;--awb-sep-color:hsla(var(--awb-color1-h),var(--awb-color1-s),var(--awb-color1-l),calc(var(--awb-color1-a) - 80%));border-color:hsla(var(--awb-color1-h),var(--awb-color1-s),var(--awb-color1-l),calc(var(--awb-color1-a) - 80%));border-top-width:1px;\"><\/div><\/div><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"--awb-text-color:var(--awb-color1);--awb-margin-bottom:32px;--awb-margin-top-small:10px;--awb-margin-right-small:0px;--awb-margin-bottom-small:32px;--awb-margin-left-small:0px;\"><h3 class=\"fusion-title-heading title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.4;\">IFRC New Index Creation Process<\/h3><\/div><div class=\"fusion-text fusion-text-2 fusion-text-no-margin\" style=\"--awb-text-color:hsla(var(--awb-color1-h),var(--awb-color1-s),var(--awb-color1-l),calc(var(--awb-color1-a) - 25%));--awb-margin-bottom:56px;\"><h3><span style=\"color: #f4f4f4;\"><strong>Inside IFRC\u2019s New Index Creation Process: From Idea to Investment Product<\/strong><\/span><\/h3>\n<h4><span style=\"color: #f4f4f4;\"><strong>A Data-Driven Approach to Index Innovation<\/strong><\/span><\/h4>\n<p>In an era defined by data, algorithms, and rapidly evolving investment strategies, <strong>Intelligent Financial Research &amp; Consulting (IFRC)<\/strong> has developed an index creation process that blends <strong>financial research, advanced analytics, and cloud computing<\/strong>.<\/p>\n<p>At the center of this framework is a philosophy: turning <strong>investment ideas into structured, rules-based indices<\/strong> that can be analyzed, replicated, and potentially used in real financial products. Supported by its <strong>Cloud Computing Platform for Investment (CCPI)<\/strong>, the process is designed to lower barriers and accelerate innovation in index development.<\/p>\n<h4><span style=\"color: #f4f4f4;\"><strong>Stage 1: Concept Development \u2014 From Idea to Strategy<\/strong><\/span><\/h4>\n<p>Every IFRC index begins with a foundational question:<br \/>\n<strong>What market insight or investment opportunity should the index capture?<\/strong><\/p>\n<p>This stage transforms abstract ideas into actionable concepts, including:<\/p>\n<ul>\n<li>Market benchmarks (e.g., national or sector indices)<\/li>\n<li>Thematic strategies (e.g., ESG, technology, gender diversity)<\/li>\n<li>Factor-based or smart beta approaches<\/li>\n<\/ul>\n<p>IFRC\u2019s ecosystem emphasizes that index innovation is driven by <strong>research, education, and market intelligence<\/strong>, linking data insights directly to investment design.<\/p>\n<p>In broader industry terms, this step aligns with defining the <strong>objective and intended exposure<\/strong> of an index\u2014whether for benchmarking, research, or product creation.<\/p>\n<h4><span style=\"color: #f4f4f4;\"><strong>Stage 2: Universe Definition and Selection Rules<\/strong><\/span><\/h4>\n<p>Once the idea is defined, the next step is determining the <strong>investment universe<\/strong>\u2014the pool of eligible securities.<\/p>\n<p>This involves:<\/p>\n<ul>\n<li>Defining geographic scope (e.g., Vietnam, global markets)<\/li>\n<li>Selecting asset classes (equities, sectors, thematic groups)<\/li>\n<li>Applying eligibility criteria such as size and liquidity<\/li>\n<\/ul>\n<p>Industry-standard methodology shows that this stage is critical because it defines <strong>which securities qualify for inclusion<\/strong> and ensures the index reflects its intended market segment.<\/p>\n<p>At IFRC, these universes can span <strong>thousands of securities across domestic and international markets<\/strong>, forming the foundation of its large index ecosystem.<\/p>\n<h4><span style=\"color: #f4f4f4;\"><strong>Stage 3: Methodology Design \u2014 Building the Rulebook<\/strong><\/span><\/h4>\n<p>The defining feature of any index is its methodology. IFRC constructs indices using <strong>transparent, rules-based frameworks<\/strong>, ensuring consistency, replicability, and analytical value.<\/p>\n<p>Key elements include:<\/p>\n<ul>\n<li><strong>Selection criteria<\/strong> (which securities are included or excluded)<\/li>\n<li><strong>Weighting schemes<\/strong> (market-cap, equal-weight, factor-based)<\/li>\n<li><strong>Rebalancing rules<\/strong> (how often the index is updated)<\/li>\n<li><strong>Calculation formulas<\/strong> for index values<\/li>\n<\/ul>\n<p>These rules form what industry experts call the <strong>\u201cindex methodology blueprint,\u201d<\/strong> which determines how the index behaves and performs over time.<\/p>\n<p>IFRC further adapts methodologies using multiple weighting approaches such as:<\/p>\n<ul>\n<li>Capitalization-weighted<\/li>\n<li>Free-float adjusted<\/li>\n<li>Equal or factor-based weighting<\/li>\n<\/ul>\n<h4><span style=\"color: #f4f4f4;\"><strong>Stage 4: Index Construction and Data Integration<\/strong><\/span><\/h4>\n<p>After defining methodology, the index is constructed by applying rules to the selected universe.<\/p>\n<p>At this stage:<\/p>\n<ul>\n<li>Securities are selected according to eligibility rules<\/li>\n<li>Weights are assigned based on the chosen methodology<\/li>\n<li>The index value is calculated using standardized formulas<\/li>\n<\/ul>\n<p>In industry practice, index construction translates <strong>a basket of securities into a single measurable number<\/strong>, representing market or strategy performance.<\/p>\n<p>IFRC enhances this process through <strong>big data integration and analytics<\/strong>, allowing for more complex index designs, including sentiment indicators and AI-driven approaches.<\/p>\n<h4><span style=\"color: #f4f4f4;\"><strong>Stage 5: Backtesting and Performance Analysis<\/strong><\/span><\/h4>\n<p>A distinctive element of IFRC\u2019s approach is the emphasis on <strong>simulation and validation<\/strong> before launching an index.<\/p>\n<p>Through platforms like CCPI, users can:<\/p>\n<ul>\n<li><strong>Backtest index strategies<\/strong> using historical data<\/li>\n<li>Compare different weighting and selection approaches<\/li>\n<li>Analyze performance metrics and risk characteristics<\/li>\n<\/ul>\n<p>Industry-wide, this stage is essential for determining whether an index concept is viable, as multiple configurations can be tested to identify the most effective structure.<\/p>\n<p>The result is a refined index design supported by <strong>quantitative evidence rather than assumptions<\/strong>.<\/p>\n<h4><span style=\"color: #f4f4f4;\"><strong>Stage 6: Deployment and Dissemination<\/strong><\/span><\/h4>\n<p>Once validated, the index is formally deployed.<\/p>\n<p>IFRC\u2019s role includes:<\/p>\n<ul>\n<li><strong>Calculating index levels continuously<\/strong><\/li>\n<li>Publishing data for investors and institutions<\/li>\n<li>Ensuring transparency and data accessibility<\/li>\n<\/ul>\n<p>Indexes are used for:<\/p>\n<ul>\n<li>Research and financial analysis<\/li>\n<li>Benchmarking portfolios<\/li>\n<li>Supporting index-linked financial products<\/li>\n<\/ul>\n<p>IFRC emphasizes dissemination as a key function, ensuring that index data becomes <strong>actionable intelligence for markets<\/strong>.<\/p>\n<h4><span style=\"color: #f4f4f4;\"><strong>Stage 7: Maintenance, Rebalancing, and Evolution<\/strong><\/span><\/h4>\n<p>Index creation does not end at launch. It enters a continuous cycle of maintenance.<\/p>\n<p>This includes:<\/p>\n<ul>\n<li>Periodic <strong>rebalancing<\/strong> to reflect market changes<\/li>\n<li>Adjustments for corporate actions (dividends, splits, etc.)<\/li>\n<li>Ongoing updates to maintain relevance<\/li>\n<\/ul>\n<p>Industry practice highlights that rebalancing and maintenance are essential for keeping the index aligned with its original objective and market conditions.<\/p>\n<p>At IFRC, this stage ensures that indexes remain <strong>dynamic, up-to-date, and investable<\/strong> over time.<\/p>\n<h3><span style=\"color: #f4f4f4;\"><strong>Technology Layer: The Role of CCPI<\/strong><\/span><\/h3>\n<p>What differentiates IFRC is not just the methodology, but the infrastructure behind it.<\/p>\n<p>Its <strong>Cloud Computing Platform for Investment (CCPI)<\/strong> enables:<\/p>\n<ul>\n<li>Rapid index design and customization<\/li>\n<li>Integrated analytics and dashboards<\/li>\n<li>A \u201cno-code\u201d environment for building indices<\/li>\n<\/ul>\n<p>The platform represents a shift toward <strong>democratizing index creation<\/strong>, allowing a broader range of users to design and test financial strategies.<\/p>\n<h3><span style=\"color: #f4f4f4;\"><strong>Conclusion: A Modern Index Factory<\/strong><\/span><\/h3>\n<p>The IFRC index creation process reflects a broader transformation in global finance: the move from static benchmarks to <strong>dynamic, customizable, data-driven indices<\/strong>.<\/p>\n<p>From idea generation to live index operation, IFRC\u2019s framework integrates:<\/p>\n<ul>\n<li>Financial research<\/li>\n<li>Quantitative methodology<\/li>\n<li>Big data and AI<\/li>\n<li>Cloud-based execution<\/li>\n<\/ul>\n<p>In journalistic terms, IFRC is not simply building indices\u2014it is building a platform where <strong>financial ideas can be engineered, tested, and brought to market at speed<\/strong>.<\/p>\n<\/div><div class=\"md-text-align-left sm-text-align-left\"><a class=\"fusion-button button-flat fusion-button-default-size button-custom fusion-button-default button-1 fusion-button-default-span fusion-button-default-type\" style=\"--button_accent_color:var(--awb-color1);--button_accent_hover_color:var(--awb-color1);--button_border_hover_color:var(--awb-custom_color_3);--button_gradient_top_color:var(--awb-color5);--button_gradient_bottom_color:var(--awb-color5);--button_gradient_top_color_hover:var(--awb-custom_color_3);--button_gradient_bottom_color_hover:var(--awb-custom_color_3);\" target=\"_self\" data-hover=\"text_slide_up\" href=\"https:\/\/ifrc.vn\/index.php\/ifrc-services\/\"><div class=\"awb-button-text-transition  awb-button__hover-content--centered\"><span class=\"fusion-button-text awb-button__text awb-button__text--default\">find out more<\/span><span class=\"fusion-button-text awb-button__text awb-button__text--default\">find out more<\/span><\/div><\/a><\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"100-width.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-3131","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/ifrc.vn\/index.php\/wp-json\/wp\/v2\/pages\/3131","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ifrc.vn\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/ifrc.vn\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/ifrc.vn\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/ifrc.vn\/index.php\/wp-json\/wp\/v2\/comments?post=3131"}],"version-history":[{"count":5,"href":"https:\/\/ifrc.vn\/index.php\/wp-json\/wp\/v2\/pages\/3131\/revisions"}],"predecessor-version":[{"id":3210,"href":"https:\/\/ifrc.vn\/index.php\/wp-json\/wp\/v2\/pages\/3131\/revisions\/3210"}],"wp:attachment":[{"href":"https:\/\/ifrc.vn\/index.php\/wp-json\/wp\/v2\/media?parent=3131"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}