Indexing & Custom Solutions

Anna Pinedo of Mayer Brown explains how European-style active strategies can reach U.S. investors through SMAs, ETFs, and structured notes. She highlights key regulatory and tax considerations around index discretion and cross-border structuring. A must-listen for asset managers and product teams navigating U.S. market access and compliance.

Reid Steadman and Taber Johnson of Bountiful Financial explain how faith-based investing can be implemented with institutional rigour. They discuss building purpose-built indices, creating proprietary data, and how values like redemption and transparency shape their approach. A valuable listen for capital allocators and product teams.

ETF pioneer Hector McNeil joins Stefan Wagner to share how he built multiple ETF brands from scratch, launched the world’s first gold and platinum ETFs, and why innovation, storytelling, and niche strategies matter more than ever in today’s competitive investment landscape.

AI and Financial Index Innovation

In this episode of Nalu Finance, Tim Mortimer of FVC explains how structured products work, why they’re often misunderstood, and how investors can use them to manage risk and enhance returns. He debunks common myths and shares tools to better analyze and integrate them into portfolios.

Bruce Traan, Global Head of Indices at dxFeed, unpacks the intricacies of index management, emphasising the importance of tailored indices.

Daniel Knoblach, Managing Partner at Super Global, explains how custom indices empower asset managers to personalize strategies while streamlining execution and compliance. From ESG filters to sector-specific exposure, he shares how AMCs and AIFs can deliver branded, rules-based investment products with full control and transparency.

Pathmajan Rasan, CEO of SmartRisk Alpha, shares how decades of systematic investing led to a powerful digital platform enabling professionals to design personalized, risk-aware strategies. He explores portfolio diversification, risk measurement, ESG, and why investing is “building returns brick by brick.”

Volodymyr Gubskyi, CEO of IVM Markets, explains how structured products can be fully personalized in minutes using powerful optimization tools, enabling higher client returns and more efficient pricing. He also shares insights on digitalization trends, lifecycle integrations, and demystifying complex payoffs.

Ai For Alpha CEO Béatrice Guez shares how machine learning enables investment professionals to detect market regimes, adapt to new conditions, and build resilient asset allocations. Their AI models analyze 150+ features to uncover key market drivers, offering a transparent, data-driven approach to portfolio construction.

Joost Burgerhout and Harry Benchimol from Marex discuss how structured products are evolving with crypto, including risk-managed Bitcoin strategies, the cash & carry trade, and new DeFi access tools. They also explore their Coinbase partnership and how tokenization is reshaping structured finance.

In this episode of Nalu Finance, we sit down with Victor Hugo Gomez, CEO of BITA, to explore how indexing is transforming through customization and technology. Victor unpacks trends in direct indexing, challenges in data and design, and how regulation shapes modern index solutions.

In this episode of Nalu Finance, we speak with Ed, Senior of Fortem Capital, about innovations in structured products. Ed explains how banks manage risk, why fixed dividend indices matter, and how smart design can enhance returns, making structured products more relevant than ever in today’s markets.