Index Toolkit

The Index Toolkit provides a complete solution to load, calculate, and validate positions and performance for indexes, aggregates, sub-portfolios and custom benchmarks. The Toolkit includes pre-configured metadata that provides standard field attributes, verification reports, performance model calculations, audit reports, and presentation reports.

Index data from external vendors can be loaded using standard interfaces. Index metadata is shared with other components of the Performance Toolkit, providing an out-of-the-box solution for the benchmark requirements of performance analysis reports, including performance attribution reports.