Same stocks. Different weights. Rules published in full.
Exceptional & Rich is our published methodology for building indexes. It keeps a benchmark’s own constituents and reweights them by E&R™ probability rather than by price. Nothing is picked, nothing is excluded; the index is rebuilt, not replaced.
Delivered as indexes, model portfolios or an overlay on a mandate you already run — and tested in a 60-day Sandbox on your own universe before anything goes live.
See the record →Services go live one at a time.
Partners choose what they need and run it on their own clients’ accounts. Each service is released only after passing its own evaluation gate.
A modular set of services
One E&R engine, delivered in the form each partner needs. Independent by design — pick one or combine several. Each is tagged with who it typically serves.
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Performance figures for every implementation are on the E&R Indexes section. Strategy factsheets, simulations and validation reports are available on request — or log in for live numbers.
Auditable by design. The AI never trades.
Built so a compliance officer can see the method, not just the answer. An adviser-only mode shows the full reasoning; a client-present mode keeps to research and never quotes performance.
An international equity fund, rebuilt on its own universe.
Category ranking per Morningstar for calendar 2024. One year is one year; the full record, including the periods before and after, is in the gated reference. Past performance does not guarantee future results.
The problems clients arrive with enter the E&R engine and leave as systematic solutions — each routed to the client it serves. The methodology is the constant; the portfolio construction changes.
You pay for alpha. Here's the arithmetic.
An illustrative $100M mandate, one year, benchmark up +10%. Traditional active management charges 1% of assets — whatever happens. Pay-for-alpha charges an illustrative 20% share of verified alpha — and nothing else.
In a good year you pay less than you pay today — and the fee disappears entirely in the years you got nothing.
Illustrative only — the share of alpha and all commercial terms are agreed per mandate. Applies to select standardised redesigned ETF strategies; customised and bespoke mandates carry their own terms. Alpha is measured against the stated benchmark over a rolling 12-month window; fees crystallise at each window's close. The funds in India follow the licensed manager's disclosed fee schedule.
Presenting E&R internally? Take an overview with you.
Ten slides each — the methodology, the live E&R Indexes, and how an engagement starts — as self-contained files that open in any browser, offline, with the interactive E&R model included.
The partnership overview — redesign a mandate, keep your fund and clients.
Allocation, benchmark replacement and long–short SMAs — your custodian, your control.
Pay-for-alpha products and turnkey APIs — a shelf product nobody else has.
Run E&R on your own universe.
A methodology briefing, then a 60-day Sandbox on a universe you choose, measured against your benchmark by your own team. No fee, nothing to install.