TMX VettaFi has Acquired iNDEX Research
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Though you can’t prepare for every eventuality, you can set yourself up for flexibility. It is also important to constantly take stock of where you are and what you can be doing better. Are you using the right benchmarks? Are you paying a premium? Are you being as efficient as you can be?
At VettaFi, we pride ourselves in our ability to partner with issuers and handle their index needs so their products have the opportunity to grow, no matter the circumstances.
Effective immediately in July of this year, open-ended funds must compare performance to an “appropriate broad-based securities market index.” While new rule changes can be bureaucratic hassles, they can also provide an opportunity to explore new index possibilities and reimagine how you could cut costs, increase efficiency, and improve your product capabilities.
Our core benchmark series was built to specifically serve as viable benchmarks that are interchangeable with widely adopted broad-based benchmarks, providing global coverage of equity markets across size and segments.
Some examples of the indexes that could be used as appropriate benchmarks to fulfill the new SEC rule include:
We welcome issuers to have a conversation with us and learn about how we can help you take advantage of our benchmark series.
We also have other indexing services that can help you cut costs including index calculation and administration. And if you are looking to build an index from scratch using one of our base universes, we can help you do that too!
Though you can’t prepare for every eventuality, you can set yourself up for flexibility. It is also important to constantly take stock of where you are and what you can be doing better. Are you using the right benchmarks? Are you paying a premium? Are you being as efficient as you can be?
At VettaFi, we pride ourselves in our ability to partner with issuers and handle their index needs so their products have the opportunity to grow, no matter the circumstances.
Effective immediately in July of this year, open-ended funds must compare performance to an “appropriate broad-based securities market index.” While new rule changes can be bureaucratic hassles, they can also provide an opportunity to explore new index possibilities and reimagine how you could cut costs, increase efficiency, and improve your product capabilities.
Our core benchmark series was built to specifically serve as viable benchmarks that are interchangeable with widely adopted broad-based benchmarks, providing global coverage of equity markets across size and segments.
Some examples of the indexes that could be used as appropriate benchmarks to fulfill the new SEC rule include:
We welcome issuers to have a conversation with us and learn about how we can help you take advantage of our benchmark series.
We also have other indexing services that can help you cut costs including index calculation and administration. And if you are looking to build an index from scratch using one of our base universes, we can help you do that too!
