$7 Billion in Indexes and Custom Portfolios Powered by AI
QuantumStreet AI partners with leading institutions to design and deploy fully transparent, AI-powered indexes and custom portfolios. With more than $7 billion deployed across five continents, we help clients transform their investment ideas into systematic, scalable, and explainable strategies.
What Are Indexes and Custom Portfolios Powered by AI?
- QuantumStreet AI’s platform enables institutions to build tailor-made indexes and custom portfolios that reflect their specific investment philosophy, constraints, and objectives. Our adaptive system integrates client-defined concepts with multi-domain AI intelligence—spanning news, macroeconomic trends, fundamentals, quantitative factors, and technical signals.
- Our system processes more than one million news articles per day across 30 global languages to capture real-time shifts in market sentiment and events. Watsonx data enrichment enhances context, relevance, and accuracy in unstructured information before it reaches our signal engine.
- Since 2015, we’ve pioneered AI-powered index and portfolio design, helping some of the world’s most sophisticated financial institutions launch differentiated, data-driven strategies backed by transparent, explainable AI.
Key Benefits
Global Security &
Data Coverage
Access more than 50,000 global securities, ETFs, and indexes alongside deep, multi-domain data spanning fundamentals, macroeconomic indicators, technicals, sentiment, alternative datasets, and enriched Watson AI News feeds. Clients define precise security sets for their strategies while benefiting from global-scale data coverage that captures real-time shifts across markets, regions, and asset classes.
Global Leadership
and Support
With $7B+ deployed in AI-powered indexes and custom portfolios, our global team collaborates closely with institutions to co-create strategies backed by high-fidelity signals and fiduciary-grade transparency.
IBM Partnership Support
Built in partnership with IBM, our platform leverages watsonx-enabled AI infrastructure, enriched data pipelines, and enterprise-grade reliability, scalability, and compliance.
Full Transparency Through Platform Access
Every index client receives direct access to the QuantumStreet AI platform, providing full transparency into index logic, underlying constituents, signals, and the drivers behind each forecast. This ensures complete visibility, oversight, and trust throughout the entire investment process.
GTM Support
QuantumStreet AI and IBM jointly support clients not only in designing AI-powered indexes and custom portfolios, but also in bringing them successfully to market. This coordinated go-tomarket partnership enhances visibility, accelerates adoption, and strengthens institutional credibility for new product launches.
Global Reach
With IBM’s direct participation, clients gain access to IBM Innovation Studios across five continents. Together, IBM and QuantumStreet AI co-host sales events, demonstrations, and educational forums for institutional audiences worldwide.
Joint Branding
All go-to-market initiatives leverage combined IBM + QuantumStreet AI branding, delivering cohesive, enterprise-grade visibility across digital, print, and live channels. This joint brand presence strengthens commercial traction among global banks, asset managers, and allocators.
Public Relations & Thought Leadership
IBM and QuantumStreet AI collaborate on coordinated press releases to amplify new product launches and key partnerships. Both teams participate in joint roadshows, executive briefings, and educational sessions to engage stakeholders, onboard users, and scale adoption across institutional markets.
How Indexes and Custom Portfolios Are Constructed
Our models are designed for global datasets and universes, enabling institutions to build strategies across regions, sectors, and asset classes.
This collaborative workflow ensures every index and portfolio aligns with the client’s objectives while leveraging QSAI’s continuously learning, fully explainable AI system.
01
Define the strategy
Institutions outline themes, factors, constraints, objectives, or methodology.
02
Build the systematic model
QuantumStreet AI transforms these inputs into a rules-based index or portfolio using our adaptive AI engine.
03
Validate with full transparency
Clients have complete visibility into signals, drivers, constituents, and forecast logic through platform access.
Criteria for Selection
Institutions can design indexes and custom portfolios using a wide range of configurable parameters, including:
- Security weights: market-cap, equal-weight, capped weightings, and more
- Security types: equities, ETFs, sector or geographic universes
- Rebalance schedules: monthly, quarterly, or custom frequencies
- Liquidity screens: turnover, trading volume, and tradability filters
- Exclusions: sectors, countries, ESG rules, or fundamental constraints
Each strategy is built with clarity, precision, and audit-ready transparency.
Want to see how QSAI can power your custom Indexes and portfolios?
Book a demo to explore how your team can design and deploy AI-powered indexes and custom portfolios with transparency, explainability, and global scalability.
