About Meridian Indices
Meridian Indices develops rules-based financial indices for investors who want disciplined, transparent exposure to well-defined market ideas.
Each methodology starts with traditional financial theory, measurable public-company data, and a repeatable construction process. Where useful, AI language models augment that process by extracting evidence from filings, evaluating qualitative risk, and helping convert disclosure-heavy questions into standardized inputs.
The Meridian Quality Index is the first live index in the Meridian family. Additional index methodologies are in development across other financial exposures, with the same emphasis on clear rules, documented data, and governed use of model-assisted analysis.
Meridian IntelligenceBeta — In Development
Purpose-built models, trained on what we actually do.
Most AI-assisted research runs on rented, general-purpose models — capable, but generic, and subject to change without notice under the products built on them. Meridian is taking a different path: we are developing a family of proprietary language models, tuned specifically for the work our index and research platform does every day.
Solene is our flagship model in development, built for the judgment-heavy core of the platform: multi-dimensional risk assessment of issuers, editorial quality control, and agentic research tasks that require reading across filings and reaching a defensible conclusion. Solene is being trained against years of Meridian’s own production decisions — including a hand-adjudicated set of the hardest cases, the ones where even frontier models disagree. That human-reviewed gold standard is something no off-the-shelf model has seen.
Anais is Solene’s lighter sibling, focused on high-volume document work: cleaning, normalizing, and extracting structured facts from SEC filings at scale. Anais operates under a strict fidelity mandate — numbers, currencies, units, and named entities are preserved exactly as filed, verified mechanically on every output. Speed matters at this tier; silent alteration is disqualifying.
Why build our own? Control and accountability. An index provider’s methodology should not drift because a third-party model was updated overnight. Every version of Solene and Anais is pinned, benchmarked against a frozen evaluation suite, and promoted only when it measurably outperforms its predecessor — a versioned, auditable asset rather than an opaque dependency.
Status: Solene and Anais are in active development and are not yet in production. Meridian’s indices and published research are currently produced under our existing editorial and methodology processes. We’ll share more as the program matures.
Disclaimer
The Meridian Quality Index (the “Index”) is a rules-based, systematic equity index. Index returns, where shown, are calculated on a total-return basis assuming reinvestment of dividends. Index returns do not reflect fees, expenses, brokerage commissions, or transaction costs that would apply to an actual investment.
Past performance — whether actual or simulated — is not a guarantee or reliable indicator of future results. There are frequently material differences between simulated performance and actual results achieved by any investment strategy.
It is not possible to invest directly in an index. Index performance does not represent the performance of any investment product or account.
This information is provided for informational and educational purposes only. Nothing contained herein constitutes investment advice, a solicitation, or an offer to buy or sell any security. Investors should consult their own advisors before making investment decisions.
The process used in Index construction incorporates third-party data, including public company filings, market-data providers, and analytical model outputs. These data sources are subject to error, revision, and delay. The Index administrator makes no representation or warranty as to the accuracy or completeness of any data used in Index construction.
Index data is provided “as of” the date indicated. The Index administrator is not obligated to update this information.
Benchmark indices referenced for comparison purposes are the property of their respective owners and are used for comparison only; the Index administrator has no affiliation with those benchmark providers.
Data & Attribution
The Index is built from public company filings (SEC EDGAR), market-data providers, and analytical workflows. “S&P 500,” where referenced, is a trademark of S&P Global and is used for comparison purposes only.