AI didn't just change investing.
It changed what an index can be.
Tilt makes measuring anything real-time, tax-aware, and preference-driven.
AI didn't just change investing.
Personalize anything with Tilt's
tax-aware custom indexing.
You want the theme without the fees. We get it.
Tilt will beat any exposure on the market... by at least 50%.
Themes are your edge, so build
the view you believe in.
Invest in ideas like Genomics, AI Supply Chains, or Nuclear Energy
through your own, or any expert's perspective.
Explore our broad market,
sector and thematic indices.
Target specific exposures or build custom allocations.
Live Indices
Performance shown reflects the price return of the index (i.e. it captures price changes only and excludes dividends, interest, and other distributions). Data prior to the launch date is back-tested (i.e. calculations of how the index might have performed over that time period had the index existed). There are frequently material differences between back-tested performance and actual results. Past performance — whether actual or back-tested — is no indication or guarantee of future performance.
Trusted Data
Our engine continuously identifies loss-harvesting opportunities — preserving gains while offsetting losses in real time.
APIs for Everything
Whether you're modeling a single motif or a firm-wide framework, our infra supports high-frequency rebalancing and deep data ingestion.
Plug & Play Risk Models
TILT adapts to your mandates — from exclusions and overlays to bespoke baskets and institutional taxonomy.
Secure by Design
Deploy via API, private cloud, or embedded tools — we integrate into your stack, not the other way around.
FAQ
Tilt is a platform for building and managing custom investment indices. It combines low-cost indexing with real-time tax optimization and thematic personalization, letting you build portfolios around any idea, exposure, or research signal.
Tilt is designed for wealth managers, advisors, and fintechs who want to move AUM from structured products to custom indexed versions of same. Tilt provides strong indexing methodologies, full transparency and flexibility, and the ability to tilt any index in the direction of any content (research) that clients think is important.
Tilt's tax optimization engine continuously monitors your portfolio for loss-harvesting opportunities while preserving your target exposures. Our algorithm identifies and sells securities trading at losses, and replaces the positions with exposure-matched alternatives, ranging from a single security to a small replacement basket that maintains your factor, sector, and thematic exposure targets. This process happens in real time, turning market volatility into tax advantages while keeping your investment strategy intact.
Absolutely. Tilt is built for customization. You can define themes around any concept or trend — from AI supply chains to clean energy dependencies to emerging fintech. Our platform provides tools to identify relevant securities, set exposure parameters, and monitor theme evolution over time. You can build themes from scratch using our research tools or adapt existing frameworks to your specific mandates and investor needs.
Tilt aggregates data from multiple institutional-grade sources including structured products, fundamental company data, real-time market feeds, alternative datasets, news and sentiment analysis, and regulatory filings. Our data infrastructure processes thousands of signals daily to maintain accurate sector classifications, thematic relevance scores, and risk metrics. All data is normalized, cleaned, and validated before being integrated into our index construction and optimization engines.
Yes. Tilt is designed to integrate seamlessly with your existing investment platform. We support direct API connections to major custodians and broker-dealers for order management and trade execution. Our platform can also work within your existing portfolio management system, providing index construction and optimization signals that feed into your current workflow. We handle the complexity of multi-custodian environments and fractional share management.
Definitely. Tilt includes comprehensive backtesting and simulation tools that let you model index performance across different market conditions, time periods, and scenarios. You can test tax optimization strategies, analyze factor exposures, and stress-test your themes before committing capital. Our simulation engine accounts for transaction costs, tax implications, and real-world constraints to provide realistic performance projections.
A theme is a conceptual framework or investment thesis — like 'artificial intelligence infrastructure' or 'climate adaptation technologies.' An index is the specific, tradeable implementation of that theme with defined selection criteria, weighting methodology, and rebalancing rules. Tilt helps you translate themes into investable indices by providing the tools to identify relevant securities, set exposure limits, and maintain the index over time.
Tilt is an orchestration platform that powers both research and investment products. You can use it purely for research and analysis, or deploy it to manage real portfolios and client assets. The platform scales from research workbenches for exploring themes and building models, to production-ready index management for live portfolios. Many clients start with research use cases and graduate to product deployment as their strategies mature.
Security is foundational to Tilt's design. We employ state-of-the-art encryption for data at rest and in transit, and implement zero-trust network architecture. Your portfolio data, research models, and client information are isolated in your dedicated environment with granular access controls. We support both cloud deployment and on-premises installation depending on your security requirements and regulatory constraints.