Meridian Quality IndexBeta
A concentrated, rules-based quality index of durable U.S. businesses, refreshed on a regular schedule and combining quantitative factors with AI-assisted growth and risk analysis.
AI-Enabled Indices
Rules-based indices that fold AI language-model analysis into a transparent quantitative framework — the analyst signal sits inside the methodology, not on top of it.
Traditional Indices
Rules-based market-cap-tier and sector indices that anchor the offering — transparent free-float-weighted construction over our in-house U.S. equity universe.
Meridian Size Indices
Mega-CapBeta
The largest U.S. companies by full-company market capitalization.
Large-CapBeta
Large U.S. companies just below the mega-cap cohort.
Mid-CapBeta
Mid-sized U.S. companies between large-cap and small-cap.
Small-CapBeta
Smaller U.S. companies that clear the liquidity and seasoning gates.
Micro-CapBeta
The smallest tradable U.S. companies that still clear the liquidity gate.
In Development
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.