Get in touch
Tell us your target use case and we'll propose a pragmatic setup and rollout plan.
We typically start with a short scoping workshop to align data integration, methodology scope, deployment constraints, and success criteria.
Who we serve
MCFT helps a broad range of market participants
Index providers use MCFT Folio ® as an index design studio, a white-label platform, or a calculation engine, to prototype, backtest, and industrialize methodologies faster, scale custom demand, and accelerate time-to-market.
Asset managers use MCFT Folio to prototype, backtest, and launch new products, turning themes or CIO views into documented strategies ready for funds, ETFs, or certificates.
Asset owners use MCFT Folio to design policy benchmarks, unify mandate oversight, and test new factor, ESG, or thematic sleeves without building a full internal quant stack.
Wealth managers & private banks use MCFT Folio to codify house views into model portfolios and construct niche, explainable sleeves, with instant backtests and factsheets.
Index providers
From idea to launch-ready index methodologies, in minutes instead of weeks.
Typical challenges
- Scaling index innovation and custom requests without linear headcount growth.
- Reducing time-to-market while keeping methodologies transparent and committee-ready.
- Offering client self-service without losing control over validation and production.
What you can do with MCFT Folio ®
Index design studio for research & product development
- Prototype and backtest virtually any equity index methodology in seconds, no code.
- Leverage AI to translate an idea into explicit, reviewable rules.
- Explore data, run advanced screeners, build baskets, and compare methodology variants quickly.
White-label self-service indexing for your clients
- Provide a branded client platform where clients explore universes, build baskets, and configure indices.
- Multiple entry points: expert forms, guided step-by-step flows, AI prompt-to-index, templates.
- Standardize deliverables (analytics + exports) and streamline handover to your internal validation and launch process.
From prototype to production
- Deploy MCFT Folio in a dedicated environment: MCFT-hosted or on-prem, with data segregation.
- Plug in your internal datasets: reference data, prices, corporate actions, fundamentals, and any proprietary data.
- Rely on an open, versioned methodology specification + conformance approach to keep methodologies portable and verifiable over time.
Asset managers
From vague idea to fully governed strategy, in minutes, not months.
Typical challenges
- Turning CIO views into concrete, rules-based products.
- Reducing time-to-market for new ETFs, funds or certificates.
- Producing robust documentation for committees and regulators.
- Avoiding dependency on slow and expensive index providers for every new concept.
What you can do with MCFT Folio ®
Rapid product prototyping
- Start from a theme or concept: “AI infrastructure without mega-caps”, “quality + income Europe ex-UK”, “micro-vertical quality world small caps”, etc.
- Use our AI copilot to translate it into transparent rules in seconds.
- Backtest, stress test and refine the strategy in a no-code environment.
Factory for funds / mandates
- Design long-only, long/short, factor, smart-beta or optimized indices.
- Apply constraints: sectors, regions, custom filters, tracking error, risk budgets, etc.
- Export governance pack: rulebook, factsheet, historical data.
Custom benchmarks & model portfolios
- Build custom policy benchmarks for flagship funds or model ranges.
- Align portfolio construction with your internal factor or thematic frameworks.
Asset owners
A single, consistent lens on all your mandates and ideas.
Typical challenges
- Managing many external mandates and internal portfolios with heterogeneous benchmarks.
- Embedding strategic beliefs (factors, ESG, thematics) into custom policy indices.
- Comparing managers on a like-for-like basis, beyond legacy benchmarks.
- Exploring new ideas without building a large internal quant team.
What you can do with MCFT Folio ®
Design your own policy benchmarks
- Convert your investment beliefs into systematic, auditable indices (e.g. “global equities, tilted to quality and low-carbon”).
- Use these indices as reference benchmarks for external managers and internal sleeves.
Unify mandate oversight
- Build a family of internal indices by region, asset class, factor or theme.
- Compare external mandates against your own definitions, not only vendor benchmarks.
- Analyse attribution, style drift and tracking error versus consistent policy indices.
Test and execute new ideas
- Use the AI copilot to explore new sleeves
- Backtest and simulate contribution to your total portfolio.
- If desired, license the resulting indices as implementation tools for your asset managers.
Wealth managers & private banks
Turn house views and client ideas into live portfolios and thematic indices.
Typical challenges
- Translating CIO house views into actual model portfolios and thematic sleeves.
- Delivering differentiated, explainable ideas to sophisticated clients.
- Maintaining many bespoke portfolios without exploding operational complexity.
- Demonstrating process, suitability and governance to internal risk and compliance.
What you can do with MCFT Folio ®
House-view model portfolios & indices
- Codify your strategic and tactical views into systematic strategies (core equity, satellite thematics, factor tilts).
- Maintain a library of ready-to-use model portfolios and indices that advisors can rely on.
On-the-fly thematic sleeves for clients
- In client meetings, construct niche thematic sleeves with MCFT Folio, such as: “Asian consumer luxury, excluding mega-caps”, “Green infrastructure Europe”, “Healthcare innovation with quality filter”.
- Generate a factsheet and backtest in minutes to support the conversation.
Standardise bespoke mandates
- Turn frequently requested custom mandates into reusable rules-based strategies.
- Reduce key-person risk and manual spreadsheet work.