Create Your Custom Investment Index with Paperform

Building a custom investment index requires careful planning, clear methodology, and consistent execution. Whether you're a financial advisor creating tailored benchmarks for clients, a portfolio manager developing proprietary indices, or an institutional investor seeking specialized market exposure, this template streamlines the entire index creation process.

Designed for Financial Professionals

This comprehensive form walks you through every critical component of index construction—from defining your investment universe and weighting methodology to establishing rebalancing rules and performance metrics. Capture complex specifications in an organized, professional format that can be shared with stakeholders, investment committees, or implementation teams.

Perfect for:

• Independent financial advisors and RIAs creating client-specific benchmarks
• Portfolio managers at asset management firms developing proprietary indices
• Institutional investors building custom exposure strategies
• Investment consultants designing specialized market indices
• Family offices constructing bespoke portfolio benchmarks

Streamline Index Methodology Documentation

Instead of juggling spreadsheets, emails, and documents, consolidate your entire index specification into one professional form. Use conditional logic to adapt questions based on your chosen methodology—whether market-cap weighted, equal-weighted, fundamental-weighted, or custom factor-based approaches.

Automate Your Workflow with Stepper

Once submitted, connect this form to Stepper to automatically trigger your index implementation workflow. Route specifications to your quantitative team, generate methodology documents, schedule rebalancing reviews, and update your portfolio management system—all without manual data entry.

Trusted by financial professionals worldwide, Paperform provides SOC 2 Type II compliance, secure data handling, and enterprise-grade features that meet the standards of regulated financial services firms. Create professional, branded forms that reflect the sophistication of your investment approach while streamlining operations behind the scenes.