Who we serve

MCFT helps a broad range of professional investors

Asset managers & ETF product teams use Folio to prototype, backtest and launch new rules-based products, turning loose themes or CIO views into fully documented indices ready for funds, ETFs or certificates.

Asset owners use Folio to design their own policy benchmarks, unify mandate oversight, and test new factor, ESG or thematic sleeves without building a full internal quant stack.

Wealth managers & private banks use Folio to codify house views into model portfolios and to construct niche, explainable thematic sleeves live in client meetings, with instant backtests and factsheets.

Asset managers & ETF product teams

From vague idea to fully governed strategy, in minutes, not months.

Typical challenges

  • Turning marketing ideas or CIO views into concrete, rules-based products.
  • Reducing time-to-market for new ETFs, funds or certificates.
  • Producing robust documentation for committees and regulators.
  • Avoiding dependency on slow and expensive index providers for every new concept.

What you can do with MCFT Folio ®

Rapid product prototyping
  • Start from a theme or concept: “AI infrastructure without mega-caps”, “quality + income Europe ex-UK”, “micro-vertical quality world small caps”, etc.
  • Use our AI copilot to translate it into transparent rules in seconds.
  • Backtest, stress test and refine the strategy in a no-code environment.
Factory for ETF / fund indices
  • Design long-only, long/short, factor, smart-beta or optimized indices.
  • Apply constraints (sectors, regions, custom filters, tracking error, risk budgets, etc.).
  • Export a full governance pack: rulebook, factsheet, historical data.
Custom benchmarks & model portfolios
  • Build custom policy indices for flagship funds or model ranges.
  • Align portfolio construction with your internal factor or thematic frameworks.

Asset owners

A single, consistent lens on all your mandates and ideas.

Typical challenges

  • Managing many external mandates and internal portfolios with heterogeneous benchmarks.
  • Embedding strategic beliefs (factors, ESG, thematics) into custom policy indices.
  • Comparing managers on a like-for-like basis, beyond legacy benchmarks.
  • Exploring new ideas without building a large internal quant team.

What you can do with MCFT Folio ®

Design your own policy benchmarks
  • Convert your investment beliefs into systematic, auditable indices (e.g. “global equities, tilted to quality and low-carbon”).
  • Use these indices as reference benchmarks for external managers and internal sleeves.
Unify mandate oversight
  • Build a family of internal indices by region, asset class, factor or theme.
  • Compare external mandates against your own definitions, not only vendor benchmarks.
  • Analyse attribution, style drift and tracking error versus consistent policy indices.
Test and execute new ideas
  • Use the AI copilot to explore new sleeves
  • Backtest and simulate contribution to your total portfolio.
  • If desired, license the resulting indices as implementation tools for your asset managers.

Wealth managers & private banks

Turn house views and client ideas into live portfolios and thematic indices.

Typical challenges

  • Translating CIO house views into actual model portfolios and thematic sleeves.
  • Delivering differentiated, explainable ideas to sophisticated clients.
  • Maintaining many bespoke portfolios without exploding operational complexity.
  • Demonstrating process, suitability and governance to internal risk and compliance.

What you can do with MCFT Folio ®

House-view model portfolios & indices
  • Codify your strategic and tactical views into systematic strategies (core equity, satellite thematics, factor tilts).
  • Maintain a library of ready-to-use model portfolios and indices that advisors can rely on.
On-the-fly thematic sleeves for clients
  • In client meetings, construct niche thematic sleeves with Folio, such as: “Asian consumer luxury, excluding mega-caps”, “Green infrastructure Europe”, “Healthcare innovation with quality filter”.
  • Generate a factsheet and backtest in minutes to support the conversation.
Standardise bespoke mandates
  • Turn frequently requested custom mandates into reusable rules-based strategies.
  • Reduce key-person risk and manual spreadsheet work.

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