IQ Inspiration Logo

Solutions

Track an index efficiently

Replicate any benchmark with fewer assets and lower cost.

Beat the benchmark, without losing control of it

Consistent excess return with tightly managed tracking error.

Go fully market-neutral

A selective technology partnership for decorrelated returns.

Plan complex logistics and routing operations at scale

Get an operational plan computed for you.

New space: plan missions across an entire constellation

Satellite mission planning and multi-body route optimization.

Get more out of every renewable asset and battery

Siting and storage optimization for energy assets.

Interpretable credit scoring, without the accuracy penalty

Meet Basel III / IFRS 9 without sacrificing accuracy.

Products

iQ Index Tracking

A solution for building personalized index funds

iQ Index Tracking Plus

A solution for hybrid passive-active management

iQ Alpha

Fully market-neutral strategies, built with you

iQ Xtreme

Solve optimization problems classical solvers can't

iQ ML

Interpretable machine learning, without the accuracy trade-off

iQ Index Tracking Plus

iQ Index Tracking Plus

A solution for hybrid passive-active management.

Most smart beta has gone the same way. Attractive on paper, then underperforming for years once it's live, once the strategy gets crowded and the public factor it leaned on stops working. That skepticism is earned: it's a well-documented pattern across the sector, not a one-off failure.

iQ Index Tracking Plus keeps its distance from that pattern by design. It keeps tracking error inside tight, defined limits while still generating consistent excess return on top, instead of drifting away from the index to chase alpha.

Evidence by index

Real backtests, not illustrative examples. More indices are available on request.

Nasdaq 100 outperformance,
already live

Ann. excess return of 1.11% since inception, tracking error of 2.7%, information ratio of 0.28, using 50 assets with quarterly rebalancing over the Invesco QQQ benchmark.

Nasdaq 100 backtest chart

MSCI Europe tracked with
150 assets

Ann. excess return of 1.22% since inception, tracking error of 1.05%, information ratio of 0.62, over the iShares Core MSCI Europe UCITS ETF.

MSCI Europe backtest chart

MSCI World tracked with
150 assets

Ann. excess return of 0.88% since inception, tracking error of 1.23%, information ratio of 0.34, over the iShares MSCI World Index ETF.

MSCI World backtest chart

S&P 500 (TR), tracked with
100 assets

Ann. excess return of 0.92% since inception, tracking error of 1.49%, information ratio of 0.54, over the SPDR S&P 500 ETF Trust.

S&P 500 (TR) backtest chart

Main benefits

The perfect combination of passive and active goals

The perfect combination of passive and active goals

Combine the best of passive investing with dynamic active optimization for superior risk control compared to smart beta indices.

Global, portfolio-wide bias constraints

Global, portfolio-wide bias constraints

Instead of a rigid pass/fail filter, an instrument can still be included, at a smaller weight, if it improves the fund's overall balance. A dividend-focused smart beta ETF would automatically exclude a stock like Microsoft for having a low dividend yield (0.8%); iQ Index Tracking Plus can keep it in at a reduced weight if it reduces overall tracking error, without missing the portfolio's dividend target.

Interpretable synthetic indices, built through systematic factor selection

Interpretable synthetic indices, built through systematic factor selection

We combine established, well-known factors with proprietary ones derived from our own optimization capabilities, calibrated and validated the same rigorous way every time before reaching a portfolio.

New alpha mechanisms around collective dividend arbitrage

New alpha mechanisms around collective dividend arbitrage

A genuinely new source of return that exploits collective, market-wide arbitrage opportunities around dividends, not another repackaged version of a public factor everyone already trades. We're already running this live with a top-tier European asset manager on the Nasdaq 100, among the first pilots of its kind.

Sailboat and lighthouse illustration

Step into the future

See what's possible with a free demo