IMN's Super Bowl of Indexing Conference provided me with a great...
Cathy Pareto, MBA, CFP, President, Cathy Pareto & Associates, Inc.
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Super Bowl of Indexing® Conference
December 2-5, 2012
Phoenix, AZ
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Lead Sponsor(s) |
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S&P Indices, a leading brand of the McGraw-Hill Companies (NYSE:MHP), maintains a wide variety of investable and benchmark indices to meet an array of investor needs. Over $1.25 trillion is directly indexed to the Standard & Poor's family of indices. They include the S&P 500, the world's most followed stock market index; the S&P/Case-Shiller Home Price Indices, the leading measure of U.S. home prices; the S&P Global BMI, an index with approximately 11,000 constituents; the S&P GSCI, the industry's most closely watched commodities index; and the S&P National AMT-Free Municipal Bond Index, the premier investable index for U.S. municipal, bonds. Recognized as a pioneer in index development for sophisticated index-linked products, S&P Indices has been on the forefront of exchange-traded fund (ETF) development since the launch of the S&P 500 SPDR in 1993.
For a more comprehensive review of S&P Indices, please visit www.indices.standardandpoors.com.
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http://www.indices.standardand...
http://www.spindices.com |
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Platinum Plus Sponsor(s) |
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Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions. Morningstar provides data on approximately 360,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 4 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. The company has operations in 21 countries.
Morningstar Indexes offers a broad range of equity, fixed income and commodity indexes which are also combined to form an asset allocation index series. These indexes are used for benchmarking, serves as the basis for investment product creation, asset allocation and market monitoring purposes.
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http://indexes.morningstar.com |
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MSCI Inc. is a leading provider of investment decision support tools to investors globally, including asset managers, banks, hedge funds and pension funds. MSCI products and services include indices, portfolio risk and performance analytics, and governance tools.
The company’s flagship product offerings are: the MSCI indices which include over 120,000 daily indices covering more than 70 countries; Barra portfolio risk and performance analytics covering global equity and fixed income markets; RiskMetrics market and credit risk analytics; ISS governance research and outsourced proxy voting and reporting services; FEA valuation models and risk management software for the energy and commodities markets; and CFRA forensic accounting risk research, legal/regulatory risk assessment, and due-diligence. MSCI is headquartered in New York, with research and commercial offices around the world.
For further information on MSCI, please visit our web site at www.msci.com.
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http://www.msci.com |
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Platinum Sponsor(s) |
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BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. It has $24.4 trillion in assets under custody and administration and $1.14 trillion in assets under management, services $12.0 trillion in outstanding debt and processes global payments averaging $1.6 trillion per day. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com.
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http://www.bnymellon.com |
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Gold Sponsor(s) |
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ALPS offers innovative investment solutions that help advisors and investors build better portfolios. Through both our alternative investment products and access to specialty asset managers we strive to deliver portfolio solutions that allow investors to diversify their core holdings and obtain exposure to attractive investment themes. Our exposure to alternatives and specialty managers is achieved primarily through Exchange-Traded Funds, Closed-End Funds and Open-End Funds so that we can provide access that is registered, liquid and fully transparent.
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http://www.alpsfunds.com |
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Chicago Board Options Exchange (CBOE), the largest U.S. options exchange and creator of listed options, continues to set the bar for options trading through product innovation, trading technology and investor education. CBOE offers equity, index and ETF options, including proprietary products, such as S&P 500 options (SPX), the most active U.S. index option, and options on the CBOE Volatility Index (VIX), the world’s barometer for market volatility. Other groundbreaking products engineered by CBOE include equity options, security index options, LEAPS, FLEX options, and benchmark products, such as the CBOE BuyWrite Index (BXM). CBOE’s Hybrid Trading System incorporates electronic and open-outcry trading, enabling customers to choose their trading method. CBOE’s Hybrid is powered by CBOEdirect, a proprietary, state-of-the-art electronic platform that also supports the CBOE Futures Exchange (CFE), CBOE Stock Exchange (CBSX) and OneChicago. CBOE is home to the world-renowned Options Institute and www.cboe.com, named “Best of the Web” for options information and education. CBOE is regulated by the Securities and Exchange Commission (SEC), with all trades cleared by the AAA-rated Options Clearing Corporation.
The CBOE S&P 500 PutWrite Index (PUT) won the annual award for the Most Innovative Benchmark Index at the Twelfth Annual Super Bowl of Indexing Conference in Scottsdale, Arizona on December 3, 2007. At the 2004 Super Bowl of Indexing Conference, the CBOE S&P 500 BuyWrite Index (BXM) was awarded the Most Innovative Benchmark Index distinction, and the CBOE Volatility Index (VIX) Futures product received the Most Innovative Index Derivative Award.
Contact Information:
Chicago Board Options Exchange, Incorporated
400 South LaSalle Street
Chicago, IL 60605
Telephone: 312-786-5600
Website: http://www.cboe.com
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http://www.cboe.com |
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Established in 1984, Hang Seng Indexes Company Limited ("Hang Seng Indexes", formerly HSI Services Limited), a wholly-owned subsidiary of Hang Seng Bank, is Hong Kong's major index compiler covering Hong Kong and mainland China markets.
Hang Seng Indexes calculates and manages the Hang Seng Family of Indexes. Currently, the Hang Seng Family of Indexes comprises over 300 real-time and daily indexes that are compiled according to industry, geography or market capitalisation using different calculation methodologies, including the widely quoted Hang Seng Index and the Hang Seng China Enterprises Index.
All the real-time and daily index data are disseminated through information vendors such as Hong Kong Stock Exchange, Bloomberg and Thomson Reuters. Index data are then further disseminated to different applications such as terminals, websites and display boards.
Hang Seng Indexes also issues product licences to fund managers and derivatives issuers who use indexes in the Hang Seng Family of Indexes to develop index funds, exchange-traded funds or derivatives.
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http://www.hsi.com.hk/ |
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ITG is an independent research and execution broker that partners with
global portfolio managers and traders to provide unique data-driven
insights throughout the investment process. From investment decision
through settlement, ITG helps clients understand market trends, improve
performance, mitigate risk and navigate increasingly complex markets.
ITG is headquartered in New York with offices in North America, Europe,
and Asia Pacific.
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http://www.itg.com/ |
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Markit is a leading, global financial information services company with over 1,300 employees. The company provides independent data, valuations and trade processing across all asset classes in order to enhance transparency, reduce risk and improve operational efficiency. Its client base includes the most significant institutional participants in the financial market place.
Markit offers independent, transparent and objective indices for trading, product structuring and data. Existing indices cover bonds, commodities/environmental, credit, equities, FX, loans and structured finance. The indices are used by investment professionals for performance benchmarking and as the basis for financial products, including Exchange Traded Funds (ETFs). For more information, visit .
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http://www.markit.com |
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STOXX Ltd. is an established and leading index specialist of European origins. The launch of the first STOXX® indices in 1998, including the EURO STOXX 50® index, marked the beginning of a unique success story, based on the company’s neutrality and independence. Since then, STOXX has been at the forefront of market developments, continuously expanding its portfolio of innovative indices - and now operating on a global level, across all asset classes.
STOXX Limited is committed to delivering its high-quality, reliable and trusted index offerings to its global client base.
The indices are licensed to more than 400 companies among the world’s largest financial products issuers, capital owners, and asset managers. They are used not only as underlyings for financial products such as ETFs, futures and options, and structured products, but also for risk and performance measurement.
In addition, STOXX Ltd. is the marketing agent for the indices of Deutsche Börse AG and SIX Group AG, among them the DAX® and the SMI® indices.
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http://www.stoxx.com |
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Lunch Sponsor |
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Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions. Morningstar provides data on approximately 360,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 4 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. The company has operations in 21 countries.
Morningstar Indexes offers a broad range of equity, fixed income and commodity indexes which are also combined to form an asset allocation index series. These indexes are used for benchmarking, serves as the basis for investment product creation, asset allocation and market monitoring purposes.
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http://indexes.morningstar.com |
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Casino Night Sponsor |
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S&P Indices, a leading brand of the McGraw-Hill Companies (NYSE:MHP), maintains a wide variety of investable and benchmark indices to meet an array of investor needs. Over $1.25 trillion is directly indexed to the Standard & Poor's family of indices. They include the S&P 500, the world's most followed stock market index; the S&P/Case-Shiller Home Price Indices, the leading measure of U.S. home prices; the S&P Global BMI, an index with approximately 11,000 constituents; the S&P GSCI, the industry's most closely watched commodities index; and the S&P National AMT-Free Municipal Bond Index, the premier investable index for U.S. municipal, bonds. Recognized as a pioneer in index development for sophisticated index-linked products, S&P Indices has been on the forefront of exchange-traded fund (ETF) development since the launch of the S&P 500 SPDR in 1993.
For a more comprehensive review of S&P Indices, please visit www.indices.standardandpoors.com.
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http://www.indices.standardand...
http://www.spindices.com |
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Exhibitor(s) |
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FocusShares, LLC is an SEC-registered investment advisor (RIA) and exchange-traded funds (ETF) sponsor offering value-focused investment products for investors and traders. A wholly-owned subsidiary of Scottrade Financial Services, Inc., FocusShares launched the Focus™ Morningstar ETFs on the New York Stock Exchange Arca (NYSE) in March 2011.
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http://www.focusshares.com/ |
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http://www.indxis.com/ |
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Cocktail Reception Sponsor |
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S&P Indices, a leading brand of the McGraw-Hill Companies (NYSE:MHP), maintains a wide variety of investable and benchmark indices to meet an array of investor needs. Over $1.25 trillion is directly indexed to the Standard & Poor's family of indices. They include the S&P 500, the world's most followed stock market index; the S&P/Case-Shiller Home Price Indices, the leading measure of U.S. home prices; the S&P Global BMI, an index with approximately 11,000 constituents; the S&P GSCI, the industry's most closely watched commodities index; and the S&P National AMT-Free Municipal Bond Index, the premier investable index for U.S. municipal, bonds. Recognized as a pioneer in index development for sophisticated index-linked products, S&P Indices has been on the forefront of exchange-traded fund (ETF) development since the launch of the S&P 500 SPDR in 1993.
For a more comprehensive review of S&P Indices, please visit www.indices.standardandpoors.com.
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http://www.indices.standardand...
http://www.spindices.com |
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Media Partner(s) |
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WHO WE ARE
FPR is the leading ETF and mutual fund market researcher in the world. We are located in Boston. The firm was founded in 2009 by a group of ETF and mutual fund market research analysts
WHAT WE DO
Financial Products Research provides the best ETF and mutual fund market research experience to asset managers around the world, through data interpretation, in-depth print and state of art video offerings.
WHY WE ARE BETTER
In addition to providing 360 degree view over the active-passive fund marketplace, we are the only institutional-quality research firm, exclusively focused on understanding growth in Actively Managed ETFs, ETNs, SRI funds, Fixed Income, Commodities, Leveraged, Inversed, and absolute return ETFs. http://www.financialproductsresearch.com
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http://www.financialproductsre... |
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