✔ History reveals that up to 90% of your portfolio's return depends on getting asset allocation right
✔ A forward-looking optimization model built on probabilistic analysis and the Nobel Prize-winning Markowitz theory. IskraIndex simply introduced a method for defining expected asset class returns and integrated a risk management framework
✔ No personal information or transfer of your funds. You simply follow the IskraIndex model portfolios in your brokerage account, leaving only your email address when subscribing
✔ The fixed cost of the IskraIndex service helps minimize investment expenses - for accounts starting from $5 million, it amounts to less than 0.5% per year and decreases proportionally as the asset value grows. IskraIndex will refund half of the annual subscription fee for portfolios in the Deposit+ line if their return falls below the average deposit rate*
✔ CFA standards for all internal processes and external communications. Are you a Brokerage firm, a Wealth Management company, or a Family Office?
IskraIndex portfolios are designed for superior risk-adjusted performance, generating nearly double the return for each unit of risk taken (more details)
IskraIndex vs Betterment and Wealthfront
Receive detailed information on the construction principles of the IskraIndex portfolios by using our website or contacting our CFA-certified support team
Select the desired risk level for your target model portfolio
Pick your strategy: the Deposit+ or the Idea model portfolio
Access your model portfolio's ETF allocation breakdown in your personal account
Calculate the respective trade sizes (yourself or with your IskraIndex manager) and place the trades with your broker
Receive portfolio updates monthly or during market stress events and perform portfolio rebalancing.
The subscription cost for one IskraIndex portfolio is 2,000 US dollars per month (963,800 Kazakhstani tenge). A 10% discount applies when paying for one year in advance.
If, at the end of the year, the return on any of the Deposit+ line model portfolios is lower than the average return on deposits with a term of up to 1 year*, IskraIndex will refund half of the annual subscription cost to its subscribers.
*IskraIndex uses the S&P U.S. 1-Year Treasury Bond Index (^SPBDUS1T) as a proxy for the deposit rate. A refund would have been required for only one year over the 6-year and 4-month period from July 31, 2019.
1. Email subscribe@iskraindex.com, indicating the desired model portfolio and its risk level** (only for Deposit+ portfolios), as well as the subscription payment period (month/ 1 year).
2. You will receive a payment link.
3. After payment is confirmed, we will send your account login and the latest portfolio report.
** The risk level should only be indicated for the Deposit+ portfolio, since IskraIndex supports portfolios in this line for low (conservative portfolio) and medium (balanced) risk levels. All portfolios in the Idea line have a high risk level.
IskraIndex offers various solutions to help you organize your clients' access to our index products. The high risk-adjusted return of our index portfolios opens up opportunities to significantly increase the margin of your conservative products, boost turnover from your passive client base, enhance client satisfaction, and reduce churn. The simplicity and liquidity of our index portfolios enable substantial growth of your client base through marketing channels. We see the following main forms of offering our portfolios:
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DISCLAIMER
Investments in securities: are not insured - are not bank-guaranteed - may lose value. Investing in securities involves the risk of loss of value, which is ALWAYS present. Before you start investing, define your investment goals and associated costs. IskraIndex does not provide financial or tax planning services, nor investment advisory services. Past results do not guarantee future performance, and any estimate of expected return is probabilistic. The information posted on the website is not an offer or recommendation to buy or sell securities. Subscribing to the service means gaining access to standardized model portfolios, which are not selected personally for any specific investor.
IskraIndex, LLC
050022, Kazakhstan, Almaty, Almalinsky District, 118 Shevchenko Street, Office 314
info@iskraindex.com
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