Custom Strategy Index

Tailored exposure for advanced investors

Custom Strategy Indices enable the creation of bespoke index products aligned with specific institutional mandates. These strategies can reflect thematic convictions, risk preferences, or portfolio construction principles that go beyond OLTA's standard offerings.

This framework is designed for asset allocators seeking curated exposure to areas such as:

• Yield optimization strategies

• Capital preservation or asymmetric upside profiles

• A Sustainable Crypto Index

Sustainable Crypto Index

OLTA is exploring the design of a Sustainable Crypto Index, aligned with institutional ESG frameworks and regulatory expectations in Europe and the U.S.

• Focused on assets meeting predefined ESG qualification criteria

• Designed to serve allocators with sustainability mandates

• Positioned as an optional module within OLTA’s custom strategy toolkit

Customization Parameters

Each custom index can be structured around flexible components:

• Asset selection based on custom eligibility rules

• Weighting logic driven by volatility, risk score, or macro signal

• Rebalancing cadence, thresholds, and hard caps

• Optional integration of $OLTA as a performance-linked sleeve

Governance & Access

Custom indices may be:

• Proposed by institutional stakeholders via governance

• Sponsored by DAOs, treasuries, or asset managers

• Offered as private strategies (whitelisted access only)

These indices are powered by the same automated infrastructure as OLTA’s flagship products, ensuring transparency, execution efficiency, and pricing integrity.

Example – Strategy Index

OLTA Defensive Growth 10 (Risk-Adjusted Performance Index) - ODG10

An allocator may construct a custom index prioritizing assets with historically favorable Sharpe ratios, low drawdown profiles, and robust liquidity. Weighting is optimized using volatility targeting, and rebalancing is done quarterly. This structure offers exposure to crypto with improved risk-adjusted return potential.

Example – Strategy Index

OLTA DeFi Income 8 (Yield Strategy Index) - ODI8

This strategy aggregates high-integrity, yield-generating crypto assets across the broader DeFi ecosystem. The index may include liquid staking tokens (LSTs), revenue-sharing assets, or interest-bearing tokens from trusted protocols.

Assets are screened based on:

• Sustainable APRs over time

• Protocol reliability and decentralization

• Tokenomics integrity (e.g., capped emissions, slippage protection)

• On-chain liquidity and integration depth

Rebalancing occurs monthly and may include automated harvesting and compounding mechanisms, depending on the index design. This structure offers targeted exposure to DeFi-native income opportunities, with risk filters applied to preserve capital efficiency and return consistency.

Example – Strategy Index

OLTA Smart Beta 12 (Multi-Factor Strategy Index) - OBS12

This strategy applies a smart beta methodology to the crypto market, aiming to capture broad market exposure (“beta”) while improving portfolio efficiency through dynamic weighting. The index combines multiple quantitative and on-chain signals including market capitalization, liquidity depth, volatility, and protocol usage to optimize asset allocation.

It leverages a composite scoring model to adjust weights based on evolving market conditions and structural on-chain indicators. Rebalancing may occur on a rolling or event-driven basis, ensuring adaptive exposure that balances structural beta with strategically informed tilts.