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Custom Swiss Index AI

Description

We develop an AI-powered platform that makes creating customized equity indices simple, transparent, and cost-efficient. Instead of relying on expensive, predefined benchmarks, users define their investment strategy in natural language.

Our generative AI engine interprets these inputs using advanced NLP, analyzes financial data, and automatically constructs a tailored index—including constituents and weighting rules.

The result is a transparent, flexible, and scalable solution that democratizes index investing and gives investors full control over their strategies.

Key data

Projectlead

Deputy Projectlead

Project team

Project partners

Digitalisierungsinitiative der Zürcher Hochschulen DIZH

Project status

ongoing, started 03/2026

Institute/Centre

Institute for Financial Management (IFI)

Funding partner

Digitalisierungsinitiative der Zürcher Hochschulen DIZH

Project budget

116'700 CHF