Investorean

Investorean Indices

AI Infrastructure

This index includes companies that provide the fundamental hardware, semiconductors, and manufacturing technologies required to train and run artificial intelligence models.

AI Cloud Platforms

This index consists of global technology platforms that provide large-scale cloud infrastructure, AI development frameworks, model hosting, and enterprise AI services.

AI Software

This index includes companies whose core products are AI-driven software, analytics platforms, automation systems, or proprietary AI models.

AI in Autonomous Driving

This index includes companies applying artificial intelligence to autonomous driving, advanced driver-assistance systems (ADAS), intelligent transportation, and AI-driven vehicle platforms.

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FAQ

Investorean custom stock indices are rule-based benchmarks constructed from a selected group of stocks according to predefined criteria such as theme, weighting method, and rebalancing frequency. Unlike traditional market indices, they are designed to track specific strategies or investment ideas.

Each index is built using transparent, rules-based methodologies that define eligible stocks, weighting schemes, rebalancing schedules, and calculation rules. The indices are systematically calculated using historical market data without discretionary adjustments.

Our indices are rebalanced on a fixed schedule - monthly. Rebalancing resets weights and updates constituents according to the index rules, helping maintain the intended exposure over time.

Investorean custom indices use equal weighting to avoid concentration risk.

Traditional benchmarks track broad markets, while custom indices are designed to capture specific themes, sectors, or strategies. They offer targeted exposure and greater flexibility in index construction.

AI indices typically include companies where artificial intelligence is a material driver of revenue, competitive advantage, or strategic focus. Eligibility is determined using predefined classification and exposure criteria.

Yes. Many custom indices are global and may include companies listed in the US, Europe, Asia, and other regions, subject to liquidity and data availability requirements.

New companies are added only during scheduled rebalancing dates if they meet the index eligibility criteria. This prevents mid-period distortions and ensures consistent index behavior.

If a constituent is delisted or no longer meets eligibility requirements, it is removed at the next rebalance or according to predefined removal rules outlined in the index methodology.

Unless explicitly stated, index values typically reflect price returns only. Total return versions that include dividends can be constructed when dividend data is available.

Yes. Custom indices are well-suited for historical backtesting, allowing users to analyze performance, volatility, and drawdowns under consistent, rules-based assumptions.

The indices themselves are benchmarks and not investable products. They may, however, serve as the basis for investment products such as ETFs, structured products, or model portfolios.

Historical index values are calculated using adjusted historical price data and consistent rules. While past performance does not predict future results, the data accurately reflects the defined methodology.

Thematic and custom indices may have higher volatility, sector concentration, and sensitivity to regulatory or technological changes compared to broad market indices.

Custom indices provide diversified exposure to a theme or strategy, reducing single-stock risk while maintaining targeted investment intent.
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