Index Design Group

Name

Index Design Group

Legal name

Index Design Group, LLC

Website

https://indexdesigngroup.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Financial Index Services

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Index Providers (Equity, Fixed Income, Multi-Asset, Thematic) (FSAFAIAD)

akta.pro secondary industries

Analytics, Risk Models & Factor/Style Indices (FSAFAIAG), Multi-Asset ETFs & Index Allocation Funds (FSAAAJAB), Sector & Industry Equity ETFs (FSAAAFAC)

Keywords

• Strategy-driven indexes
• Index licensing
• Trend following
• Quality screening
• ETF indexes

Headquarters

HQ city

Malvern

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Index Licensing: The company develops and licenses its proprietary indexes to ETF issuers and asset management firms. ETF providers create exchange-traded funds that track IDG's indexes, paying licensing fees. The company is affiliated with Pacer Advisors, Inc.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Index Design Group develops and licenses proprietary, rules-based financial indexes organized into three series: Trendpilot (systematic trend-following), Cash Cows (free cash flow quality screening), and Pacer Custom/WealthShield (thematic and hedged strategies). The company licenses these indexes primarily to ETF issuers such as Pacer Advisors to create exchange-traded funds, and directly to institutional investors seeking strategy-driven index exposure across U.S., European, international, and emerging markets.

Product overview

Index Design Group (IDG) is a provider of strategy-driven financial indexes organized into three main series. The Trendpilot Series employs rules-based trend following methodologies that shift exposure among equities and Treasury bills based on market signals. The Cash Cows Index Series uses quality screening mechanisms to select top companies based on free cash flow metrics. The Custom/WealthShield Series offers specialized indexes designed for specific investment focuses including currency hedging, sector rotation, and thematic exposure. All indexes are rules-based and strategy-driven, targeting institutional and retail investors seeking systematic investment approaches.

Differentiator

Problem solved

Functional benefit

Brands

• Trendpilot: Rules-based index series employing systematic trend following strategy that directs exposure to equities, T-bills, or combinations based on market trends. Includes US Large Cap, US Mid Cap, NASDAQ-100, European, International, US Bond, and Fund of Funds indexes.
• Cash Cows
• Pacer Custom Series

Products and services

• Pacer Trendpilot US Large Cap Index A rules-based index using systematic trend following strategy that directs exposure to either 100% S&P 500, 50% S&P 500/50% 3-Month US Treasury bills, or 100% T-bills. Licensed to ETF providers for institutional investors.
• Pacer Trendpilot US Mid Cap Index A rules-based index using systematic trend following strategy that directs exposure to either 100% S&P MidCap 400, 50% S&P MidCap 400/50% T-bills, or 100% T-bills.
• Pacer NASDAQ-100 Trendpilot Index
• Pacer Trendpilot European Index A rules-based index using systematic trend following strategy that directs exposure to either 100% FTSE Eurozone, 50% FTSE Eurozone/50% T-bills, or 100% T-bills.
• Pacer Trendpilot International Index A strategy-driven international index using trend following to alternate exposure between equities and T-Bills.
• Pacer Trendpilot US Bond Index A strategy-driven index using trend following to alternate exposure between a High Yield Corporate Bond Index and U.S. Treasury Bond Index.
• Pacer Trendpilot Fund of Funds Index An index composed of Pacer Trendpilot indexes, each seeking to track the total return performance of their underlying index.
• Pacer Global Cash Cows Dividend Index A rules-based index providing exposure to companies with high dividend yields backed by high free cash flow yield, derived from FTSE Developed Large Cap Index.
• Pacer US Cash Cows 100 Index A strategy-driven index providing capital appreciation by screening Russell 1000 for top 100 companies based on free cash flow yield.
• Pacer US Small Cap Cash Cows 100 Index A strategy-driven index providing capital appreciation by screening S&P SmallCap 600 for top 100 small-cap companies based on free cash flow yield.
• Pacer Developed Markets International Cash Cows 100 Index A strategy-driven index providing capital appreciation by screening FTSE Developed ex-US Index for top 100 international companies based on free cash flow yield.
• Pacer US Cash Cows Growth Index A strategy-driven index providing capital appreciation by screening S&P 900 Pure Growth Index for top 100 companies based on free cash flow yield.
• Pacer Emerging Markets Cash Cows 100 Index
• Pacer US Large Cap Cash Cows Growth Leaders Index A strategy-driven index providing capital appreciation by screening Russell 1000 for top 100 companies based on free cash flow margin.
• Pacer US Small Cap Cash Cows Growth Leaders Index A strategy-driven index providing capital appreciation by screening S&P SmallCap 600 for top 100 companies based on free cash flow margin.
• Pacer Developed Markets Cash Cows Growth Leaders Index A strategy-driven index providing exposure to top growth companies in MSCI EAFE Index by screening for above-average free cash flow margins.
• Pacer Cash Cows Fund of Funds Index An index composed of Pacer Cash Cows indexes seeking to track the total return performance of underlying indexes.
• Cash COWZ 100-Nasdaq 100 Rotator Index A rules-based index that rotates between Pacer US Cash Cows 100 Index and Nasdaq-100 Index based on momentum signals.
• Pacer Autopilot Hedged European Index
• Pacer WealthShield Index A rules-based strategy evaluating strength and momentum of fixed income and equity sectors, directing exposure among equities, treasury bonds, and T-bills.
• Pacer US Export Leaders Index A strategy-driven index capturing global market growth by screening S&P 900 for top 100 large/mid-cap US companies with high foreign sales and high free cash flow growth.
• Pacer Data Transmission and Communications Revolution Index A rules-based index tracking performance of publicly traded companies involved in data use, manipulation, transmission, and storage.
• Pacer Global Supply Chain Infrastructure Index A rules-based index tracking performance of publicly traded companies involved in transportation, logistics, hardware, software, and services supporting global distribution supply chains.

Quantifiable outcome

• Pacer Trendpilot US Large Cap Index: 9.73% annualized average return vs 8.07% for S&P 500 (with lower volatility of 13.39% vs 19.36%)
• +3 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Six partnerships are on record, tiered core, secondary and flagship.

• S&P Dow Jones Indices LLC (S&P Opco, LLC)coreTechnology or IntegrationS&P Opco, LLC (a subsidiary of S&P Dow Jones Indices LLC) calculates and maintains the Indices under contract with Index Design Group. S&P provides calculation services for multiple IDG indexes including Trendpilot and WealthShield series.
• Nasdaq, Inc.coreTechnology or IntegrationNasdaq licenses the NASDAQ-100 Index for use in the Pacer NASDAQ-100 Trendpilot Index. The index is co-owned by Index Design Group and Nasdaq, Inc.
• Solactive AGsecondaryTechnology or IntegrationSolactive AG calculates and publishes the Cash COWZ 100-Nasdaq 100 Rotator Index under agreement with Index Design Group.
• FTSE (FTSE International Limited)coreTechnology or IntegrationFTSE provides underlying index data for multiple IDG indexes including FTSE Developed Large Cap Index, FTSE Eurozone Index, FTSE Developed ex-US Index, FTSE Emerging Markets Index, and related indices used in Cash Cows and Trendpilot methodologies.
• Pacer Advisors, Inc.flagshipStrategic or Co-development PartnerPacer Advisors is an affiliated company of Index Design Group. IDG keeps certain activities separate to preserve independence and objectivity. Pacer ETFs (distributed by Pacer Financial) track IDG's proprietary indexes, representing the primary distribution channel.
• Russell Indices (FTSE Russell)secondaryTechnology or IntegrationRussell 1000 Index and Russell 1000 Value Index used as benchmarks and screening universes for Pacer US Cash Cows 100 Index and related indexes.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Index Design Group