Smartkarma — Portfolio, Index & ETF Solutions
SKPIE
Turning Institutional Insight
Into Investible Infrastructure.
The next generation of ETFs will be research-native.
Research is evolving into infrastructure.
Smartkarma bridges insight and investibility.
What We Build

What is SKPIE?

Smartkarma Model Portfolios provide quantifiable representations of long-term, research-driven themes surfaced on the Smartkarma platform in investible form — bridging institutional research with real-world portfolio applications.

Product Formats

Model Portfolios
Thematic Indices
ETF Concepts
Strategic Benchmarks
Smart Beta Strategies
Custom Institutional Solutions

Designed For

ETF Issuers
Asset Managers
Exchanges
Private Banks
Wealth Platforms
Family Offices
The Opportunity

Why SKPIE?

Thematic investing and ETFs continue to gain structural share globally, but many products suffer from fundamental weaknesses.

The Problem

Market Failures

  • Weak differentiation between competing products
  • Short-lived narratives with no research depth
  • Limited transparency into portfolio construction
  • Generic benchmark construction
  • Poor thematic longevity and conviction
The Future

The Future Belongs To

  • Research-native portfolios with institutional backing
  • AI-assisted thematic intelligence
  • Transparent, rules-based construction
  • Continuously evolving thematic frameworks
  • Expert-validated, data-driven methodologies
SKPIE bridges the full value chain
Research
Portfolio
Index
ETF
Distribution
Differentiation

Research-Native Portfolio Infrastructure

Five pillars that set SKPIE apart from conventional index and ETF providers.

Research-Driven

Independent expert insight combined with proprietary analytics — no generic factor tilts or backward-looking classifications.

Thematically Anchored

Focused on enduring structural trends and emerging narratives validated through real institutional research flow.

Proven Depth

Powered by 350+ specialist Insight Providers globally and fully integrated with institutional-grade workflows.

Robust Foundation

Built on AI inference systems, machine-readable research, and automated benchmark maintenance infrastructure.

Institutional DNA

Designed for ETF issuers, allocators and wealth platforms — meeting the standards of institutional investment infrastructure.

Core Philosophy

Structural, Not
"Flavour of the Month"

SKPIE focuses exclusively on long-duration themes with compounding characteristics and investible depth.

  • Long-duration structural themes
  • Compounding business models
  • Strategic infrastructure exposures
  • Scalable benchmark construction
  • Investibility and liquidity screening
Structural
Investible
Adaptive
Research-Validated
STRUCTURAL RESEARCH-VALIDATED INVESTIBLE ADAPTIVE
Methodology

From Insight to Investible Product

A rigorous five-stage framework that transforms raw research intelligence into institutional-grade portfolio infrastructure.

STEP 01

Theme Identification

AI + analyst ecosystem surfaces recurring narratives and structural trends across 100k+ institutional research insights, clustering signals into coherent investible themes.

STEP 02

Research Validation

Themes validated through institutional research flow and expert engagement — ensuring depth, longevity and cross-geography conviction before proceeding to quantification.

STEP 03

Quantification

Translate qualitative narratives into rules-based frameworks and factor exposures, creating transparent, reproducible construction methodologies suitable for index licensing.

STEP 04

Portfolio Construction

Optimisation across liquidity, diversification and volatility parameters — with built-in rebalancing logic and transparent screening criteria for institutional-grade outputs.

STEP 05

ETF & Benchmark Readiness

Output suitable for ETFs, licensed indices and managed portfolios — with full documentation, calculation agent compatibility and regulatory readiness.

Example Concepts

Illustrative Portfolio Concepts

Illustrative Only — Not Investment Advice
SGX / Singapore · Live

SK SG Value-Up All Cap

Governance-driven strategy targeting Singapore-listed companies with improving shareholder returns and ROE reform.

HKEX / Hong Kong · Live

SK HK Value-Up

Hong Kong-listed companies exhibiting value unlock catalysts, governance reform and deep undervaluation signals.

Asia ex-Japan

Asia Supply Chain Rewiring

Asia / Global

AI Infrastructure Asia

Global / EM

Commodity Supercycle

Japan

Japan Governance Reform

APAC

APAC Dividend Compounders

ASEAN

New Economy ASEAN

Index Series
ETF Concepts
Smart Beta Benchmarks
Managed Model Portfolios
Thematic Research Baskets
View Live Portfolios
Data & AI

Proprietary Data & AI Infrastructure

SKPIE draws on Smartkarma's unique machine-readable research corpus and AI inference layer — unavailable to any traditional index provider.

Data Sources

  • Machine-readable research corpus (100k+ insights)
  • Thematic inference engines and clustering
  • Investor engagement and sentiment data
  • Flow analytics across 70,000+ institutional users
  • Alternative datasets and event-driven signals
  • Cross-geography coverage (10,000+ companies)

AI Capabilities

  • Thematic clustering and narrative identification
  • Signal extraction from unstructured research
  • Automated benchmark maintenance workflows
  • Rapid portfolio prototyping infrastructure
  • Real-time thematic evolution monitoring
  • Quant + expert validation hybrid methodology
Thought Leadership & Reach

Distribution & Marketing Infrastructure

70,000+ Institutional Investors
4M+ Ecosystem MAUs
350+ Content Partners

ETF Explainers

Institutional-quality thematic reports and market commentary co-created with leading Insight Providers.

White-Label Content

Distributed across Smartkarma and partner ecosystems with full branding flexibility for ETF issuers.

Investor Education

Supports ETF awareness, credibility and AUM growth through data-led thematic research.

Editorial Workflow

Fast-turnaround content production with collaborative topic selection and expert authorship.

Partnerships

ETF & Index Ecosystem Opportunity

SKPIE is designed to slot into the existing ETF and index ecosystem as a research-native layer — partnering with, not competing against, established infrastructure.

Strategic Partners

ETF Issuers
Exchanges
Wealth Platforms
Institutional Allocators
Family Offices
Index Calculation Agents

Use Cases

ETF Creation & Launch
White-Label Solutions
Institutional Benchmarks
Wealth Model Portfolios
Thematic Index Licensing
Custom Research Mandates
Leadership

Strategic Advisors

SKPIE is backed by world-class advisors with deep expertise across ETF ecosystem development, index construction and institutional distribution.

Konrad Sippel
Ex Head of Research, Solactive
Head of Big Data & Automation, Deutsche Bourse
Global Head of Business Development, STOXX
Strategic advisor on ETF ecosystem development and market positioning. Brings deep expertise in index construction, ETF product development and global distribution across European and Asian markets.
Geir Espeskog
Head of Wealth, BlackRock
Head of iShares Distribution, APAC at BlackRock
Advising on product distribution, scalability and innovation across Asia Pacific wealth and institutional channels. Extensive experience building and scaling iShares ETF franchises across APAC.
Competitive Positioning

The Smartkarma Advantage

SKPIE is not a traditional index firm with a research layer bolted on. It is a research platform that has built index infrastructure — an inverted model with distinct advantages.

Traditional Index Firms
SKPIE / Smartkarma
Backward-looking classifications
Research-native thematic intelligence
Static benchmarks
Adaptive thematic evolution
Generic factor products
High-conviction structural narratives
Limited human expertise
350+ specialist providers globally
Slow thematic creation cycles
Real-time institutional insight flow
Pure quantitative inputs
Quant + expert validation hybrid

The Integrated Advantage

Smartkarma is the only platform that combines insight generation, AI inference, thematic identification, institutional distribution, portfolio construction and index commercialisation within a single integrated ecosystem.

Insight Generation
AI Inference
Thematic Identification
Institutional Distribution
Portfolio Construction
Index Commercialisation
About Smartkarma

AI-Augmented Investment
Intelligence Platform

350+ Specialist Insight Providers
100k+ Institutional Research Insights
10,000+ Companies Covered
70,000+ Investors Reached
Smartkarma
Curation · Compass · Conviction
Independent institutional research, curated with conviction.
Clients
Asset managers, hedge funds, banks & exchanges
Reach
Global institutional investors, exchanges, corporates & wealth platforms
Research Coverage
Thematic · Event-driven · Macro · Quantitative
Infrastructure
AI-embedded workflows for discovery, inference & thematic intelligence
Independence
No house view, no conflicts of interest — pure independent research
Market Validation

Coverage & Partnerships

Strategic ecosystem relationships and market recognition validating SKPIE's positioning within the global ETF and index landscape.

Exchange Partnership
SGX Value-Up Programme Announcement
Strategic collaboration with Singapore Exchange on governance-driven equity initiatives
Data Partnership
FnGuide Collaboration
Korea-focused data infrastructure partnership for index calculation and benchmark development
ETF Ecosystem
ETF & Index Partnership Announcements
Ongoing agreements with ETF issuers and index administrators across Asia Pacific
Institutional
Exchange Ecosystem Relationships
Established relationships spanning major Asian exchanges and regional wealth platforms
Smartkarma
Get in Touch
Smartkarma

SKPIE — Smartkarma Portfolio, Index & ETF Solutions