Getting Started with Core Indices
A beginner-friendly introduction to our main index offerings.
1. Introduction: Why Intelligent Indices?
ValQuantIDX introduces a new class of intelligent, machine-learning-enhanced indices designed for professional-grade, long-term capital allocation. Traditional indices rely on static, rules-based, market-cap weighting. In contrast, ValQuantIDX applies a predictive data engine to identify companies with stronger long-horizon investment characteristics.
2. ValQuantIDX Construction Philosophy
Our design principles:
- Systematic, fully data-driven — zero manual intervention
- Long-term focus — months to years, not daily signal chasing
- Equal-weighted exposure — reducing top-heavy concentration risk
- Monthly rebalancing — practical for real-world portfolio execution
- Multi-source intelligence — capturing fundamentals and ownership dynamics
3. Universe Coverage & Market Scope
ValQuantIDX currently offers intelligent indices across:
USA, Canada, UK, Europe, Japan, South Korea, Indonesia, India, Australia, Singapore
Each market deploys the same disciplined methodology.
4. Index Categories (in Depth)
| Index Type | Description |
|---|---|
| Top 50 Index | Selects top mid/large-cap companies with the strongest predictive characteristics. |
| Next 50 Index | Targets the next segment of companies with emerging alpha potential. |
| MultiCap 50 Index | Dynamically spans multiple capitalization tiers for diversified intelligence exposure. |
All indices contain equally weighted constituents.
5. Data Inputs & ML Intelligence Framework
The ValQuantIDX engine integrates multiple predictive data sources:
- Financial statements & accounting fundamentals
- Market and technical price signals
- Fund holdings data
- Ownership and shareholding behavior patterns
These inputs feed into long-horizon ML models aligned with sustainable performance.
6. Monthly Equal-Weight Rebalancing
Rebalancing occurs at the start of each month, and portfolio weights remain constant throughout the period. This ensures:
- Lower turnover vs. daily weight changes
- Executable real-world adoption
- Long-term investment suitability
7. Internal Benchmarks
ValQuantIDX reports index performance relative to an internal benchmark defined as:
The average returns of all mid/large-cap companies in each respective region.
No external index references are required or implied.
8. Interpretation & Use Cases
Recommended usage scenarios include:
- Strategic asset allocation models
- Portfolio construction overlays
- Manager research and benchmarking
- Multi-asset and cross-regional investment frameworks
9. Platform Access
Users may access index data through the ValQuantIDX platform, including:
- Constituent lists
- Signal breakdowns
- Historical and monthly performance
- Portfolio export for execution
11. Support & Next Steps
To integrate ValQuantIDX indices into your investment workflows, contact our team for:
- API access
- Due diligence documentation
- Research methodology papers
- Custom index development
10. Disclaimers
The indices are result of systematic process. It is not an investment advice. Users are responsible for independent evaluation, due diligence, and compliance with investment regulations.