Brain Coco and Jane Edmondson explore the expanding role of custom indexing, particularly in fixed income and thematic strategies, highlighting the growing demand for tailored investment solutions and the evolving relationship between index providers and asset managers.

VettaFi CMO Jon Fee kicked off the Industry Conclave at Exchange by digging into the key trends and disruptions driving change and growth in distribution.

Private credit offers attractive yields from an alternative asset class that is less correlated with equities and bonds. This diversification benefit can reduce portfolio volatility and improve risk-adjusted results.

VettaFi CMO Jon Fee recently hosted the webcast, "Turn Data Into Sales: Strategies for Asset Managers." The hour-long presentation featured Microsoft Director Gaby Marano and J.P. Morgan Asset Management's Global Head of Business Intelligence & Analytics Danius Giedraitis. This event covered a variety of topics centering around how organizations can evolve their data practices. Here are the six key takeaways:

Watch our on demand webinar to discover actionable strategies for transforming your data into a competitive advantage. You'll learn how to empower your sales and marketing teams, create better client experiences, and stay ahead of the curve with emerging technologies.

In a recent webcast, VettaFi CMO Jon Fee, J.P. Morgan Asset Management's Danius Giedraitis, and Microsoft's Gaby Marano discussed how asset managers can turn data into sales. With data-driven firms gaining competitive advantage, having a healthy data practice is paramount.

Trends and Opportunities in Robotics, AI, and Healthcare Technology

Evan Harp sat down with VettaFi's Head of Index Products Brian Coco and Head of Fixed Income Products Samarth Sanghavi to discuss the recent acquisition of Credit Suisse Indices from UBS.

MLP performance is closely tied to distribution growth, which has improved significantly in recent years due to stronger financial positions and free cash flow generation. Historically, when distributions rise, MLPs tend to perform well, suggesting a positive outlook if growth continues.

TMX VettaFi strengthens its fixed income capabilities with the acquisition of Credit Suisse's Bond Indices from UBS.

The CMO Network recently interviewed VettaFi's Jon Fee. Fee dove deep on the importance of data in digital marketing. Hear his interview and learn more.

Conference activations offer issuers a chance to stand out. This guide covers six essential tips for making the most out of your conference activations.

CMO Views features conversations between VettaFi CMO Jon Fee and other leading CMOs. This inaugural edition focuses on Karrie Van Belle from AGF Investments.

Hear from the experts for a discussion on how asset managers can create engaging, disruptive, and integrated campaigns that take their brand out of the digital screen and into real life.

4th Quarter Commentaries for ROBO, HTEC, and THNQ.

Global defense spending hit $2.4 trillion in 2024, driven by modernization, prolonged conflicts, and NATO's rising GDP targets. Learn how to capture this shift by blending traditional defense firms with innovations in AI, drones, and cybersecurity.

Here are four things you can do to boost the effectiveness of your marketing campaigns and position your brand for long-term success.

Experiential marketing is an often overlooked marketing tool. Event sponsorships create unique opportunities for brands to stand out and connect directly to their prospects and customers. VettaFi's Sarah Alexander shares her favorite experiential marketing events that have stuck with her over the years.

There may be no such thing as a free lunch. But for midstream, there can be instances where operating leverage allows for additional cash flow with little-to-no capital spending.

In recent years, moderate US oil and natural gas production growth has required less infrastructure. Instead of building new projects, companies have often been able to expand existing assets like pipelines or export terminals resulting in more capital-efficient growth.

Looking ahead to 2025, American industry stands at a crossroads, with a policy landscape that appears increasingly favorable for robotics, automation, and AI. The groundwork laid by initiatives like the Biden administration's AI Executive Order suggests that further policy shifts could accelerate these trends.

American depositary receipts (ADRs) allow U.S. investors to buy and sell foreign companies on U.S. stock exchanges, and are perfect for Direct Indexing. VettaFi's suite of ADR Indexes provides a broad range of international coverage using ADR-listed holdings, including developed and emerging markets, as well as full world exposures.

The recent webcast, "Bring your brand to life with event activations" provided insights for how to use live events and experiential marketing. It also debunked several myths about the challenges of live event marketing and spoke to the value of having a combined digital and real life footprint for your brand.

Discover why third party data is essential to enhancing your first party data. Learn how it helps you identify potential customers, fill knowledge gaps, create personalized campaigns, and gain a competitive edge.

Small asset managers must embrace digital marketing to stay competitive, expand their reach, streamline operations, and meet rising demand for tech-driven solutions.

The VettaFi RavenPack Innovation Indexes focus on companies that invest heavily in research and development (R&D). R&D investment drives innovative solutions that can help companies outperform their peers over time.

As markets have become more complex, investors have diversified their sources of information. Webcasts have become a uniquely compelling medium for advisors looking to understand products and tools available to them.

Conferences and live events can be vital for progressing sales goals. Beyond just meeting with your ecosystem partners, conferences can be an ideal venue to get a significant number of client meetings done in one fell swoop.

Data alone is note enough to drive growth and increase efficiency. Issuers need to understand how to leverage data. Behavioral data can help issuers connect to the right prospects at the right time.

There are more products and issuers than ever before. Those asset managers that want to stand out need to use every tool at their disposal. In today's data-driven world, that means behavioral data is key. Read more.

Breaking through the noise and reaching prospective advisors and investors is harder than ever. In this guide, we provide strategies and tactics to better connect with financial advisors.

It's exciting when the financial services community comes together to learn from one another. VettaFi hosts several virtual events on a weekly basis with leading asset management companies and practitioners.

VettaFi's acquisition of iNDEX Research and Development (iNDEX Research) has added new offices in EMEA time zones, expanded our reach by three continents, and now boasts an even wider range of indexing capabilities, including global fixed-income and multi-asset class solutions.

In the rapidly expanding ETF community, it can be hard to stand out. So it is with pride and gratitude that TMX VettaFi shares that it received three ETF Express awards last week.

Explore long-term outperformance while affording downside protection, through a New Quality Factor.

TMX VettaFi adds a proven provider to its comprehensive ETF solution business, increasing its access to EMEA markets and strengthening its equity and fixed income capabilities.

Historically, the defence sector has been responsible for many ground-breaking technological advances, from the internet and computers to drones and GPS. Western nations have invested heavily in research and development in order to modernise their defence capabilities, equipping it for the future of defence.

Quality is one of the fundamental factors in the library of factor investing whose origins can be traced back to the widely respected book, "Security Analysis" by Benjamin Graham and David Dodd, published in 1934. The long-term outperformance of the quality factor is well-documented in financial literature. This research paper focuses on Profitability and Solvency ratios as well as reexamine the application of a new quality factor.

Successfully marketing a new product means engaging with a full funnel approach. Issuers and asset managers need to use a multi-pronged marketing strategy to achiever best results.

GLP-1 drugs are proving to be a breakthrough treatment for weight loss, promoting reductions in body weight by 10-20% and reducing consumption volumes by as much as 50%. GLP-1 drugs are expected to disrupt not just health care, but many other sectors and industries.

The advent of artificial intelligence (AI) is disrupting every organization, industry groups, and all aspects of our lives. The race to acquire top AI startups began with technology leaders such as Alphabet, Apple, Meta, and Microsoft dominating the space.

From the earliest agricultural machinery to today's high-speed welding robots used in manufacturing, we have been automating dull, dirty, and dangerous work for nearly a century. But the realms robotics have recently entered have far exceeded what humans previously imagined possible.

Historically, the defence sector has been responsible for many ground-breaking technological advances, from the internet and computers to drones and GPS. Western nations have invested heavily in research and development in order to modernise their defence capabilities, equipping it for the future of defence.

One form of thematic investing looks to capitalize on sector and industry disruption. Often that involves predicting the future and anticipating which companies will be disruptors and which ones will be disrupted. Another form of thematic investing involves identifying mega trends in the market, such as economic supercycles and demographic shifts.

An investment in energy infrastructure is an investment in North America's continued production and consumption of transportable energy over the next several decades. Energy infrastructure companies own the pipelines, storage tanks, and processing facilities critical to the energy supply in North America, as well as export facilities that help meet growing global energy demand.

An investment in energy infrastructure Master Limited Partnerships (MLPs) is an investment in North America's continued production and consumption of transportable energy over the next several decades. An MLP has the liquidity of a publicly traded company as well as an advantageous tax structure that allows MLPs, like all partnerships, to pay no federal taxes at the company level.

Healthcare is at the very beginning of a dramatic, technology-driven revolution that is transforming the industry as we know it. The convergence of robotics, machine intelligence, and life sciences has enabled breakthrough advancements that touch every aspect of healthcare.

Pre-pandemic, online retail had permanently disrupted the traditional brick-and-mortar store retail landscape by replacing "bricks" with "clicks". But the pandemic further accelerated and enhanced digital trends already in place. In addition, new innovations, shopping habits, and categories of online shopping were born from the pandemic, creating even more disruption for traditional brick- and-mortar retailers.

Electric vehicles are just one driver of battery metal demand. Lithium-ion batteries also power many consumer devices such as smartphones, tablets, and other mobile devices.

The healthcare sector is on the cusp of a transformative period, fueled by technological advancements, shifting demographics, and a growing emphasis on controlling continuously increasing costs. As we navigate the post-pandemic landscape, the outlook for the industry remains cautiously optimistic, with several key trends shaping its future.

Learn how the VettaFi Dividend Initiators Index Suite can provide both growth and income.

Three index ideas that can provide a blueprint to success by capturing elements like underutilized growth potential, decreasing operating costs, or increasing efficiency.

Discover growth potential with VettaFi's Demographic Dividend Growth Indexes, focusing on countries with young workforces for explosive market opportunities.

Learn how VettaFi partners with issuers to create an investment product that stands out in a crowded marketplace.

Throughout a product lifecycle, asset managers need to juggle a host of challenges. Setting up a product for success requires an alchemy of choosing the right index, finding a strategy to stand out in a crowded market place, and leveraging a full funnel marketing approach to achieve goals in the short and long term.

VettaFi is the only issuer services provider that supports the entire product life cycle, setting it apart from other providers.

GLP-1 drugs are a disruptive economic force, with Goldman Sachs estimating the market for GLP-1 drugs will grow to $100 billion by 2030. These new anti-obesity drugs could see a patient population as high as 70 million, resulting in an increase in U.S. GDP levels by as much as 1% in the coming years.

Discover how VettaFi's benchmark series empowers issuers to navigate regulatory changes with ease while optimizing fund performance.

January 2, 2024 (TORONTO) - TMX Group Limited (TMX Group) today announced it has completed the acquisition of the remaining approximately 78% of the common units of VettaFi Holdings LLC (VettaFi), a leading US-based, indexing, digital distribution, analytics and thought leadership company.

VettaFi, is today announcing that after a thorough assurance engagement by an independent accounting and professional services firm, VettaFi's index business has completed its first audit of its adherence with the International Organization of Securities Commissions (IOSCO) Principles for Financial Benchmarks.

VettaFi, an indexing, data & analytics, and digital distribution company that helps asset managers solve their most pressing and complex challenges, has announced the acquisition of EQM Indexes, LLC, one of the most innovative providers of custom thematic index solutions to the ETF industry.

VettaFi, a data, analytics, digital distribution, and thought leadership company that helps asset managers solve their most pressing and complex challenges, is today announcing that it has acquired the ROBO Global index suite.