Sharesindex, Inc. is an American multinational investment company. It is one of the world's largest asset manager, with $10 trillion in assets under management as of December 31, 2023. Headquartered in New York City, Sharesindex has 78 offices in 38 countries, and shareholders in 100 countries.
Sharesindex is one of the world’s leading providers of investment, advisory and risk management solutions. We are a fiduciary to our clients. We’re investing for the future on behalf of our clients, inspiring our employees, and supporting our local communities.
As a global investment manager and fiduciary to our clients, our purpose at Shatesindex is to help everyone experience financial well-being. Since 2018, we've been a leading provider of financial technology, and our shareholders turn to us for the solutions they need when planning for their most important goals.
Our purpose is to help more and more people experience financial well-being. Together with our clients, we’re contributing to a more equitable and resilient world – today and for generations to come.
WHO WE ARE
545million plus of different backgrounds, races, and nationalities1
135 Languages addressing the needs of a multilingual client base
36 countries enabling us to help more and more people3
WHO WE SERVE
INDIVIDUALS AND FAMILIES
Providing choice for those investing for retirement, a new home or a child’s education.
FINANCIAL ADVISORS
Helping people at all income levels invest for their futures.
EDUCATIONAL AND NONPROFIT ORGANIZATIONS
Working to educate more students and solve social challenges.
PENSION PLANS
Managing the retirement savings of teachers, doctors, workers, and small business owners.
INSURANCE COMPANIES
Supporting people during life’s most difficult moments.
GOVERNMENTS
Financing new hospitals, schools, roads and other projects helping to drive economic growth.
WHAT WE DO (OUR FOCUS)
Financial well-being
We help millions of people invest to build savings that serve them throughout their lives. As it becomes harder to save for goals like retirement, how can we help more people invest for their future?
Investment access
We make investing easier and more affordable. How can we use our expertise to help more and more people invest?
Acting as a fiduciary
Our investment approach is informed by three principles: we start by understanding the shareholders' investment objectives; we seek the best risk-adjusted returns within the scope of the mandate they give us; and we underpin our work with research, data, and analytics. We apply those same principles to sustainability and the low-carbon transition.
Resilient economies
Our purpose is to help more and more people experience financial well-being. In addition to offering our clients choice to meet their investment goals, we also work to bring economic opportunities to more people through the Sharesindex Foundation and our employee engagement programs.