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This website is issued by Foxberry Ltd ("Foxberry"), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”). Our firm reference number with the FCA is 677250. Information on this website relating to regulated activities, such as financial advice and/or arranging investments in financial instruments, is directed only at persons in the European Economic Area that qualify as Professional Clients or Eligible Counterparties under the FCA rules, including appropriate institutional investors and intermediaries. In addition, access to the information included on, and the services and/or products described on, this website may be restricted to certain other categories of persons or in some countries. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction.
Foxberry Ltd is incorporated in England and Wales (number 09278597), with its registered office address at Level 39, One Canada Square, Canary Wharf, London, E14 5AB, United Kingdom.
Use of this website is subject to the following terms and legal notices (“Terms of Use”). You may not use this website for any purpose that is unlawful or prohibited by these Terms of Use.
Upon access to this website, you consent to the Terms of Use.
Foxberry is established in the United Kingdom, which is a member state of the European Economic Area (the “EEA”). Accordingly, this website is issued by Foxberry to firms and other persons that are both resident in and accessing this website from any member state of the EEA in reliance on its rights under the Directive on Electronic Commerce (number 2000/31/EC).
If you are not resident in an EEA member state or you are viewing this website in a country that is not an EEA member state, information displayed on this website contains material that may be interpreted by the relevant authorities in the country from which you are viewing the website as a financial promotion or an offer to purchase securities. Accordingly, the information on this website is not intended for you. By reviewing the information in this website, you hereby acknowledge this website is intended only for persons meeting the requirements noted above and represent that you are authorised to access the information contained on this website under applicable law (e.g., you fall outside the scope of any law that seeks to regulate financial promotions in your country of residence or in the country in which the website is being viewed). If you are uncertain about your position under the laws of your country of residence or the country in which the website is being viewed then you should consult your legal adviser.
Information regarding Foxberry’s technology platform is provided for informational purposes only and reflects Foxberry’s beliefs with respect thereto as of a particular date. The information included herein may become out of date and Foxberry makes no commitment, and disclaims any duty, to update such information. In addition, events over which Foxberry has no control, such as natural disasters, acts of terrorism and other similar occurrences, may affect the functionality and availability of the systems described herein. While Foxberry has dedicated substantial resources to its technology systems, there can be no guarantee that such systems will function continuously or not experience outages, malfunctions and other impairments.
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Who we are
Foxberry is an independent index provider. We are regulated by the FCA and registered as a benchmark administrator under the EU benchmark regulation. Our mission is to improve the market for financial indices. We are based in Canary Wharf, London. The Foxberry team has several decades of experience in creating, governing and trading financial indices across different asset classes.
Foxberry offers expertise concerning all aspects of index management. We provide structuring, analysis and technological capabilities usually only found within the top tier investment banks, but as an independent partner. As such, we offer our clients some of the key benefits found with fiduciary managers.
Foxberry acts as an independent partner meaning that our indices may be traded and/or tendered with the counterparties our clients prefer. Our clients may therefore fulfil their fiduciary duties by enabling competitive pricing. This is likely to result in significant cost reductions as well as maintained integrity of the index strategies.
The Foxberry platform is purpose built and based on extensive experience in creating and governing financial indices. Using industry leading technologies, our platform caters for robust calculations and analysis of the most sophisticated financial indices. This provides our clients with the leverage they need for risk, reporting and audit procedures.
The foundation of our business
We are a truly client oriented business. Our independence enables us to put the client’s interests first throughout the whole trading process.
This means thoughtful innovation for the right reasons, focusing on achieving the best product for the client. We strive for conceptual simplicity but know that the best solution may require technical complexity.
The difference between something good and something great lies in the details. We have a true passion for details.
How we can help
Our indices can leverage our Sustainability Committee or third-party ESG data providers for ESG, ethical and/or emission based screenings.
With our Floored Beta indices, launched in 2016, Foxberry pioneered a new type of protected indices where the worst-case scenario is defined.
Foxberry can incorporate portfolio models such as minimum variance, risk parity, entropy models etc.
Semi-passive indices allocate to instruments based partly on active elements. This enables clients to indexify proprietary strategies which are currently run in-house and achieve operational efficiencies.
Thematic indices capture the economics of new and emerging trends.
The first generation of Smart Beta encompassed non-market cap weighted indices. Smart beta 2.0 incorporates more advanced indices which may include smart use of derivatives.
And partners
Our clients consist of sovereign wealth funds, pension funds, life insurers, asset managers and investment banks. Thanks to the trust and support we have received from our clients throughout the years, we have established long term relationships and engaging dialogues with many of the most talented people in the industry. This has - and will continue to be - the paramount part of our business model for developing truly innovative and relevant index solutions.
Our indices are typically a result of working with our clients as partners in a transaction and the index content is tailored to address the precise demands and wishes of our clients.
As we are independent, our clients have comfort in working with us on solutions contingent on their in-house quantitative models. Based on such input we are able to create bespoke index solutions whilst maintaining critical parts of our clients' intellectual property as confidential.
Continuously developing and improving existing indices to address new market conditions or new client preferences is an integral part in maintaining long term successful index solutions.
More ways we can help
One of the capabilities our technology stack offers is to analyse portfolio ESG performance and carbon metrics in depth. We can auto-generate complete portfolio reports based on client specifications. Foxberry have several institutional clients which we help in producing these reports for their annual reports.
The Foxberry team has a long track record of bringing to market innovative and successful index products. We typically work in partnership with our clients when developing new index solutions. This ensures that our index offering stays relevant and that our indices are constructed for investments of strategic size.
As index administrator, Foxberry continuously assess that each relevant index remains investable. We also manage any potential index adjustment, following certain market disruptions or other extraordinary market scenarios, with the objective of a fair treatment. As we are independent from any hedging counterparty, we mitigate conflicts of interest that may arise in certain market scenarios.
We offer advisory services concerning all aspects of index management. We have the experience, expertise and technological capabilities required to help our clients in making informed decisions regarding proposed index investments as well as outlining strategies for existing index portfolios.
When tendering index investments, it is very important that such a process is conducted correctly. At Foxberry we help investors to identify the key parameters that needs to be tendered in order to achieve the best market price. Our clients may also outsource the whole tendering process to us.
The Foxberry platform is purpose built for index management. Our technology offers our clients significant leverage when it comes to index development, risk analysis, bespoke reporting, due diligence analysis and more. We help our clients to automate a range of different tasks relating to both pre- and post-trade services.