Resource Library

VettaFi US Equity Small-Cap 2000 Index

The VettaFi US Benchmark Indexes are a family of benchmark indexes designed to provide accurate coverage to segments of publicly listed US stocks that together represent over 98% of the market capitalization of the US market. The VettaFi US Equity Small-Cap 2000 Index represents the 1001st through 3000th largest US stocks.

11/22/2024

165

SNR2000

Index

VettaFi US Equity Large/Mid-Cap 1000 Index

The VettaFi US Benchmark Indexes are a family of benchmark indexes designed to provide accurate coverage to segments of publicly listed US stocks that together represent over 98% of the market capitalization of the US market. The VettaFi US Equity Large/Mid-Cap 1000 Index represents the 1000 largest US stocks.

11/22/2024

162

SNR1000

Index

VettaFi US Equity Large-Cap 500 Index

The VettaFi US Benchmark Indexes are a family of benchmark indexes designed to provide accurate coverage to segments of publicly listed US stocks that together represent over 98% of the market capitalization of the US market. The VettaFi US Equity Large-Cap 500 Index represents the 500 largest US stocks.

11/22/2024

172

SNR500

Index

S-Network Global Equity 5500 Index

The S-Network Global and World Benchmark Index Families are index families designed to provide accurate coverage of global and world markets. The Global family includes composites of US, Developed International, and Emerging Liquid Indexes and the World family includes composites of US and Developed International Indexes. The S-Network Global Equity 5500 Index is a composite of SNR3000, SND2000, and SNX500.

11/22/2024

134

SNG5500

Research

Investment Case for NATO+

Nov 18, 2024

11/18/2024

99992

Research

Energy MLP Classification Standard

Nov 14, 2024

11/14/2024

99992

Research

3Q 2024 THNQ Quarterly Commentary

Nov 11, 2024

11/11/2024

99992

Research

3Q 2024 HTEC Quarterly Commentary

Nov 11, 2024

11/11/2024

99992

Research

3Q 2024 ROBO Quarterly Commentary

Nov 11, 2024

11/11/2024

99992

Research

2Q 2024 ROBO Global Commentaries

Sep 16, 2024

9/16/2024

99992

Research

Primer: Investing in Energy Infrastructure

Sep 12, 2024

9/12/2024

99992

Announcement

Miners Consultation August 2024

Sep 3, 2024

9/3/2024

99992

Governance

Index Governance

Aug 16, 2024

8/16/2024

99992

Governance

Conflicts of Interest Policy

Aug 16, 2024

8/16/2024

99992

Governance

Index Changes and Consultation Policy

Aug 16, 2024

8/16/2024

99992

Governance

Index Requests and Complaints Policy

Aug 16, 2024

8/16/2024

99992

Governance

Index Termination Policy

Aug 16, 2024

8/16/2024

99992

Governance

Whistleblower Policy

Aug 16, 2024

8/16/2024

99992

Presentation

ROBO Global Index Series Coverage Team

Aug 15, 2024

8/15/2024

99992

Announcement

Effective Sep 11, 2024 - American Century Quality Diversified International Equity Index Methodology

Aug 14, 2024

8/14/2024

99992

Announcement

Effective Number 25, 2024 - American Century U.S. Quality Growth Index Methodology

Aug 14, 2024

8/14/2024

99992

Announcement

Effective Nov 25, 2024 - American Century U.S. Quality Value Index Methodology

Aug 14, 2024

8/14/2024

99992

Research

Primer: Investing in Energy Infrastructure MLPs

Jul 26, 2024

7/26/2024

99992

Research

Investment Case for THINR

Jun 25, 2024

6/25/2024

99992

Research

VettaFi Overview and Index Research - THINR May 2024

May 24, 2024

5/24/2024

99992

Announcement

Calculation Discontinuation for S-Network Natural Resources Composite Index (RVECP)

May 17, 2024

5/17/2024

99992

Research

Investment Case for IBUY

May 6, 2024

5/6/2024

99992

Research

Investment Case for BATT

May 4, 2024

5/4/2024

99992

Research

Investment Case Study for HTEC

Mar 8, 2024

3/8/2024

99992

Research

Investment Case Study for THNQ

Mar 8, 2024

3/8/2024

99992

Research

Investment case study for ROBO

Mar 8, 2024

3/8/2024

99992

Announcement

S-Network 2023 Country Classification Review

Oct 10, 2023

10/10/2023

99992

Presentation

Presentation - Setpember 2023

Oct 9, 2023

10/9/2023

99992

Announcement

AMZI Sep 2023 Methodology Announcement

Sep 27, 2023

9/27/2023

99992

Announcement

VettaFi Announces Alerian MLP Infrastructure Index (AMZI) Methodology Change and Special Treatment for March 2023 Rebalancing

Aug 25, 2023

8/25/2023

99992

Announcement

VettaFi Alerian Energy July 2023 Announcements

Jul 26, 2023

7/26/2023

99992

Announcement

VettaFi Alerian Energy Infrastructure July 2023 Methodology Announcement

Jul 26, 2023

7/26/2023

99992

Announcement

VettaFi Alerian Energy Infrastructure July Methodology Announcement

Jul 26, 2023

7/26/2023

99992

Announcement

VettaFi Alerian Energy Series July 2023 Methodology Announcement

Jul 26, 2023

7/26/2023

99992

Announcement

Silvergate Capital Removal

Jun 30, 2023

6/30/2023

99992

Announcement

SIVB and SBNY Removal

Jun 30, 2023

6/30/2023

99992

Announcement

Black Swan Jun 2023 Methodology Change

Jun 22, 2023

6/22/2023

99992

Announcement

SNCDPX Index Termination - May 2023

Jun 15, 2023

6/15/2023

99992

Announcement

HLTHX Index Termination - Jun 2023

Jun 15, 2023

6/15/2023

99992

Research

BlackSwan Barbell Whitepaper

Mar 28, 2023

3/28/2023

99992

Research

Leaping BlackSwans Whitepaper

Mar 28, 2023

3/28/2023

99992

Announcement

March 2023 Index Consultation for CRYPTO and BCHAIN

Mar 9, 2023

3/9/2023

99992

Announcement

VettaFi Announces rule changes to Dividend Dogs index family as of March 2023 Rebalancing

Mar 2, 2023

3/2/2023

99992

Announcement

AMZI Consultation News Release - January 2023

Jan 27, 2023

1/27/2023

99992

Research

Institutional Adoption of Digital Assets

Dec 7, 2022

12/7/2022

99992

Announcement

Rule Change for Alerian Disruptive Technology Real Estate Index

Nov 23, 2022

11/23/2022

99992

Announcement

VettaFi Announces Methodology Guide Update for Alerian MLP Infrastructure Index - June 2022

Nov 23, 2022

11/23/2022

99992

Announcement

VettaFi Announces Methodology Guide Update for Alerian MLP Index

Nov 23, 2022

11/23/2022

99992

Article

Growth through innovation

Nov 22, 2024

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.

11/22/2024

Thematic

HTML

99993

Article

3 reasons small asset managers should embrace digital marketing

Nov 22, 2024

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

11/22/2024

Digital marketing|Distribution strategy

HTML

99993

Article

Three reasons advisors prefer webcasts

Nov 21, 2024

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.

11/21/2024

Digital marketing|Lead generation

HTML

99993

Research

The Asset Manager's Guide to Behavioral Data

Nov 15, 2024

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.

11/15/2024

Data & analytics|Distribution strategy|Lead generation

Link

99993

Article

Transform data into insights, not just numbers

Nov 15, 2024

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.

11/15/2024

Data & analytics

HTML

99993

Article

The power of connecting live

Nov 15, 2024

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.

11/15/2024

Distribution strategy|Digital marketing

HTML

99993

Research

An Asset Manager's Guide to Reaching Advisors

Nov 14, 2024

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.

11/14/2024

Digital marketing|Lead generation

Link

99993

Article

VettaFi expands client servicing and index capabilities

Oct 29, 2024

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.

10/29/2024

Announcement

HTML

99993

Research

Investing in a New Quality Factor

Oct 15, 2024

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.

10/15/2024

Factor

Link

99993

Research

Investing in Defence Technology

Oct 15, 2024

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.

10/15/2024

Thematic

Link

99993

Research

3rd QTR 2024 ROBO Global Commentary

Oct 15, 2024

3rd QTR 2024 ROBO Global Commentary

10/15/2024

Robotics & Automation

Link

99993

Research

ROBO Global 3rd QTR 2024 Commentary

Oct 15, 2024

ROBO Global 3rd QTR 2024 Commentary

10/15/2024

Robotics & Automation

Link

99993

Research

HTEC Global 3rd QTR 2024 Commentary

Oct 15, 2024

HTEC Global 3rd QTR 2024 Commentary

10/15/2024

Robotics & Automation

Link

99993

Research

THNQ Global 3rd QTR 2024 Commentary

Oct 15, 2024

THNQ Global 3rd QTR 2024 Commentary

10/15/2024

Robotics & Automation

Link

99993

Press release

TMX VettaFi Acquires End-to-End Index Provider iNDEX Research and Development

Oct 15, 2024

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.

10/15/2024

Announcement|Fixed Income

Link

99993

Article

The modern marketing approach for asset managers

Oct 1, 2024

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.

10/1/2024

Digital marketing

HTML

99993

Research

Investing in Lithium Battery Technology

Sep 26, 2024

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.

9/26/2024

Thematic

Link

99993

Research

Investing in Online and Omnichannel Retail

Sep 26, 2024

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.

9/26/2024

Thematic

Link

99993

Research

Investing in Healthcare Tech Innovation

Sep 26, 2024

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.

9/26/2024

Thematic|Healthcare Technology

Link

99993

Research

Primer - Investing in Energy Infrastructure MLPs

Sep 26, 2024

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.

9/26/2024

Energy

Link

99993

Research

Primer - Investing in Energy Infrastructure

Sep 26, 2024

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.

9/26/2024

Energy

Link

99993

Research

Investing in Thematics

Sep 26, 2024

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.

9/26/2024

Thematic

Link

99993

Research

NATO: Investing in Defence Technology

Sep 26, 2024

9/26/2024

Thematic

Link

99993

Research

Investing in Robotics & Automation

Sep 26, 2024

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.

9/26/2024

Robotics & Automation

Link

99993

Research

Investing in Artificial Intelligence

Sep 26, 2024

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.

9/26/2024

Artificial Intelligence

Link

99993

Research

THINR Investing in GLP-1

Sep 26, 2024

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.

9/26/2024

Thematic

Link

99993

Article

Up-and-coming dividend players unlock growth and income

Aug 15, 2024

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

8/15/2024

Factor

HTML

99993

Article

Three index ideas to drive success

Jul 22, 2024

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

7/22/2024

Factor|Energy|Benchmark

HTML

99993

Article

Capturing changes in demographics: Investing in emerging workforce markets

Jul 10, 2024

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

7/10/2024

Factor

HTML

99993

Article

Navigating the product lifecycle: VettaFi experts on indexing, active management, and market trends

Jun 21, 2024

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.

6/21/2024

Digital marketing|Product development|Benchmark|Distribution strategy

HTML

99993

Article

What sets VettaFi apart from other index providers?

May 23, 2024

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

5/23/2024

Product development

HTML

99993

Press release

TMX Group Completes Acquisition of VettaFi

Jan 2, 2024

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.

1/2/2024

Announcement

Link

99993

Press release

VettaFi Completes First Independent with IOSCO

Oct 12, 2023

VettaFi's index business has completed its first audit of its adherence with the International Organization of Securities Commissions (IOSCO) Principles for Financial Benchmarks.

10/12/2023

Announcement|Product development

Link

99993

Press release

VettaFi Announces Acquisition of EQM Indexes

Sep 11, 2023

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.

9/11/2023

Thematic

Link

99993

Press release

VettaFi Acquires the ROBO Global Index Suite

Apr 6, 2023

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.

4/6/2023

Robotics & Automation|Announcement

Link

99993

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