Inventing Quality Index

Inventing Quality IndexBeta

The Agentic Series

The Inventing Quality Index holds a concentrated set of durable U.S. businesses — strong returns on capital, growth earned rather than bought, cash returned consistently to shareholders. Most of that is measured from the financial statements. The two things a spreadsheet cannot measure — whether the growth is durable, and what the company’s disclosed risks actually amount to — are read out of the filings by an AI agent panel and scored on a fixed scale. Those scores enter the same rules-based composite as every other factor. How the agents work →

Built by AI agents that read company filings. The rules that select and weight are fixed and published. An AI agent panel reads each company’s SEC filings and scores two things on a fixed scale: the durability of its growth and what its disclosed risks amount to. Those scores enter the same rules-based composite as every quantitative factor. The agents never trade, never set a weight, and never add or remove a constituent. The Role of AI Agents →

Index Characteristics

Performance Summary

Sector Weights

Top 10 Constituents by Weight

TickerQuality ScoreWeight

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