Meridian Quality IndexLive
A concentrated, rules-based index of durable U.S. quality compounders, refreshed on a regular schedule and combining quantitative factors with AI-assisted growth and risk analysis.
Rules-based, AI-enabled indexing
Meridian Indices
Meridian Indices designs rules-based financial indices grounded in traditional financial theory and disciplined quantitative research. Our process pairs transparent, systematic index construction with AI language models where they are useful: extracting signal from filings, testing qualitative risk, and sharpening the evidence behind each methodology.
Our Indices
In Development
Additional rules-based index methodologies are in development, each built around a defined financial exposure and a transparent evidence framework.
Small Cap IndexComing Soon
The Meridian quality framework applied to the U.S. small-cap universe — seeking smaller businesses with strong returns on capital, organic growth, and consistent cash return.
Utilities IndexComing Soon
A rules-based index of durable U.S. utilities with high regulated returns on capital, stable cash generation, and consistent dividend growth.
High-Dividend IndexComing Soon
A rules-based index targeting durable high-yield U.S. companies — combining above-average dividend yield with a quality screen that filters out yield traps.
Regional-Bank IndexComing Soon
A rules-based index of high-quality U.S. regional banks with strong capital ratios, consistent returns on equity, and disciplined credit underwriting.
Tools & Analytics
MarketBrainLive
Market commentary and research synthesized from aggregated SEC filings. Short findings published Monday, Wednesday, and Friday.
Research
Long-form notes on the frameworks and evidence behind systematic quality investing — the ideas that inform how Meridian defines and screens for business quality.