S&P Dow Jones Indices LLC, a subsidiary of The McGraw-Hill Companies is the world’s largest, global resource for index-based concepts, data and research. Home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial AverageSM, S&P Dow Jones Indices LLC has over 115 years of experience constructing innovative and transparent solutions that fulfill the needs of institutional and retail investors. More assets are invested in products based upon our indices than any other provider in the world. With over 830,000 indices covering a wide range of assets classes across the globe, S&P Dow Jones Indices LLC defines the way investors measure and trade the markets. To learn more about our company, please visit www.spindices.com.

DoubleLine was founded in 2009 by Jeffrey Gundlach. We are an independent, employee-owned money management firm.  The firm offers a wide array of investment strategies run by an experienced team of portfolio managers that has worked together for many years, employing active risk management, in-depth research, and innovative product solutions.  DoubleLine’s business is concentrated in Mutual Funds, Hedge Funds, Separate accounts, UCITs and ETFs with over $100 billion in assets under management as of December 31, 2016 including fixed income, equities, and multi-strategy capabilities. For more information please contact info@doubleline.com or visit one of our websites at doubleline.com or doublelinefunds.com.

About PowerShares by Invesco
PowerShares by Invesco is leading the Intelligent ETF Revolution® through its family of more than 140 domestic and international PowerShares exchange-traded funds (ETFs). PowerShares ETFs seek to outperform traditional benchmark indexes while providing advisors and investors access to an innovative array of focused investment opportunities. PowerShares has US franchise assets exceeding $110 billion as of December 30, 2016. For more information, please visit us at powershares.com or follow us on Twitter @PowerShares.

About Invesco
Invesco is an independent investment management firm dedicated to delivering an investment experience
that helps people get more out of life. NYSE: IVZ; www.invesco.com.

OppenheimerFunds, Inc., a leader in global asset management, is dedicated to providing solutions for its partners and end investors. OppenheimerFunds, including its subsidiaries, manages more than $217 billion in assets for over 13 million shareholder accounts, including sub-accounts, as of December 31, 2016. Founded in 1959, OppenheimerFunds is an asset manager with a history of providing innovative strategies to its investors. The firm’s 15 investment management teams specialize in equity, fixed income, alternative, multi-asset, and revenue-weighted-ETF strategies, including ESG. OppenheimerFunds and its subsidiaries offer a broad array of products and services to clients, who range from endowments and sovereigns to financial advisors and individual investors. OppenheimerFunds and certain of its subsidiaries provide advisory services to the Oppenheimer family of funds, and OFI Global Asset Management offers solutions to institutions. For more information, visit oppenheimerfunds.com.

Dimensional Fund Advisors
Dimensional Fund Advisors LP is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. We strive to build deep, enduring relationships with advisors, consultants, and plan sponsors who share our desire to create better financial outcomes for clients. Dimensional and its global affiliates manage $460 billion for clients worldwide (as of December 31, 2016).
 
Dimensional Fund Advisors
6300 Bee Cave Road, Building One
Austin, TX 78746
(512) 306-7400 
www.dimensional.com
 

FTSE and Russell Indexes have come together to establish a new global index leader, committed to working with our clients to create the benchmarking, analytics and data solutions that they need to give them a precise view of the market relevant to their investment process. Choosing the right index partner has never been more important. FTSE Russell indexes are trusted by investors in every corner of the world to measure and benchmark markets across asset classes, styles or strategies.

Investing in today's world is an active, dynamic process. Through professional-quality products and responsible innovation, iShares helps advisors navigate today's volatile markets. What's more, iShares is backed by the experience and expertise of BlackRock, an advisor to many of the world's largest companies and governments on managing risks and understanding capital markets. iShares gives advisors access to the same ETFs that 9 of 10 large professional investors who use ETFs choose. Source: 90% of all institutional 
investors (pensions, foundations and endowments; asset managers; insurance companies and investment advisors) surveyed in the 2014 U.S. Exchange Traded Funds Study by Greenwich Associates used iShares ETFs. Survey included 201 institutional investors already using ETFs, interviewed 2/2014-4/2014.

For more than 40 years, MSCI’s research-based indexes and analytics have helped the world’s leading investors build and manage better portfolios. 

Clients rely on our offerings for deeper insights into the drivers of performance and risk in their portfolios, broad asset class coverage and innovative research.

Our line of products and services includes indexes, analytical models, data, real estate benchmarks and ESG research. 

MSCI serves 97 of the top 100 largest money managers, according to the most recent P&I ranking.

For more information, visit us at www.msci.com.

For nearly four decades, State Street Global Advisors has been committed to helping financial professionals and those who rely on them achieve their investment objectives. We partner with institutions and financial professionals to help them reach their goals through a rigorous, research-driven process spanning both active and index disciplines. We take pride in working closely with our clients to develop precise investment strategies, including our pioneering family of SPDR® ETFs. With trillions* in assets under management, our scale and global footprint provide access to markets and asset classes, and allow us to deliver expert insights and investment solutions.

State Street Global Advisors is the investment management arm of State Street Corporation.

*Assets under management were $2.47 trillion as of December 31, 2016. AUM reflects approximately $30.62 billion (as of December 31, 2016) with respect to which State Street Global Markets, LLC (SSGM) serves as marketing agent; SSGM and State Street Global Advisors are affiliated.

Barclays is a transatlantic consumer, corporate and investment bank offering products and services across personal, corporate and investment banking, credit cards and wealth management, with a strong presence in our two home markets of the UK and the US.

With over 325 years of history and expertise in banking, Barclays operates in over 40 countries and employs approximately 120,000 people. Barclays moves, lends, invests and protects money for customers and clients worldwide.

For further information about Barclays Investment Bank, please visit our website barclays.com/ib

J.P. Morgan ETFs harness the power of our firm’s deep intellectual capital and broad investment capabilities to deliver a diverse suite of solutions across major global asset classes. Whether your clients seek long-term growth, current income or alternative asset exposure, our ETFs are designed to solve their needs.

As your partner, we actively share our expertise into portfolio management, quantitative research and beta investing to help you empower better decisions and build stronger portfolios. We invite you to tap into our proven track record of ETF innovation and success to broaden diversification and strengthen client relationships.

O’Shares Investments provides ETFs designed for long-term wealth management. Each O’Shares ETF is based on our conservative investment philosophy focused on income, wealth preservation, and capital appreciation. At O’Shares, we prefer the ETF form of investment fund for cost-effective, tax-efficient, and transparent access to investment portfolios. The O’Shares ETFs are designed to potentially offer more yield, and lower volatility than typical ETFs holding generic market-cap weighted portfolios. Each O’Shares ETF owns a portfolio of over 100 dividend-paying stocks, primarily of large-cap stocks, selected using rules to measure Quality, Lower Volatility, Dividend Yield. Because we believe diversification is important, the portfolios held by our ETFs are diversified across all industry sectors and we provide ETFs for investing in the U.S., as well as in Europe and Asia. All O’Shares ETFs are listed on the NYSE and are managed according to our consistent disciplines of Quality, Lower Volatility, and Dividend Yield.

  Syntax LLC (“Syntax”) is an investment management firm that offers Syntax Stratified Indices, including Stratified-Weight™ versions of the widely-used S&P 500, S&P MidCap 400, MSCI EAFE, Wilshire 5000, and Wilshire LargeCap Indices. Through its wholly owned subsidiary, Syntax Advisors, LLC (“Syntax Advisors”), the company offers private funds that track Syntax Stratified-Weight Indices. Syntax Advisors is an SEC-registered investment adviser, under the Investment Advisers Act of 1940. Syntax Advisors will serve as investment adviser to a family of ETFs that track Stratified-Weight indices. In addition to these offerings, Syntax also provides index licensing services, data feeds, and analytical tools using its proprietary database and portfolio building technology.

   Syntax created the Stratified-Weight methodology to manage a risk that it believes is not addressed in traditional indices: the inadvertent overweighting of related business risks that occurs in capitalization-weighted and equal-weighted indices. This strategy was developed using a new technology called Functional Information System™ (“FIS”), a patented multi-attribute classification system developed by Syntax’s sister company, Locus Analytics. FIS is a system for identifying and grouping companies that share related business risks. By using FIS to diversify related business risk, Syntax Stratified-Weight Indices aim to reduce the impacts caused by overweighting similar companies.

   The idea for Syntax came from its founder Rory Riggs, a biotechnology entrepreneur who saw that he could apply his experience from clinical sciences to his experience in portfolio management. Rory realized that a clinician and a portfolio manager have the same problem: the inadvertent overweighting of one sub-population over another can create biased outcomes. He also realized that the clinician and portfolio manager should have the same solution: stratification. In clinical trials, stratification is used to manage potential bias inherent to patients with related disease or genetic markers. In portfolio management, stratification is used to manage potential bias associated with related earnings drivers. By overweighting companies with related business risks and related earnings drivers, portfolio risk can occur when sudden shocks impact these companies’ earnings at the same time, creating a negative bias in a portfolio’s performance. Syntax’s Stratified-Weight index methodology is designed to mitigate the impact of these types of negative shocks without sacrificing upside potential.

Our History

ALPS is a comprehensive financial services company offering a variety of services to the investment management industry. With over 25 years of experience, we have developed a strong track record of innovation in the asset management, asset servicing and asset gathering business. ALPS entered the ETF market as one of the first service providers in 1995 and has since grown to become the 4th largest distributor of ETFs in the US. In 2007, we expanded our capabilities as an asset manager, specializing in satellite and alternative investment strategies that are designed to help advisors and Institutional Investors build better portfolios.

Our approach involves asset class and manager evaluation, seeking to partner with best-in-class index providers and sub-advisors to deliver portfolio solutions that help improve diversification and provide exposure to attractive investment themes. By utilizing Exchange-Traded Funds (ETFs) and Open-End Mutual Funds, we are able to provide asset class exposure that is registered, liquid and transparent.

CBOE Holdings, Inc. (NASDAQ: CBOE) is the holding company for Chicago Board Options Exchange (CBOE), the CBOE Futures Exchange (CFE), and other subsidiaries. CBOE, the largest U.S. options exchange and creator of listed options, continues to set the bar for options and volatility trading through product innovation, trading technology and investor education. CBOE Holdings offers equity, index and ETP options, including proprietary products, such as options and futures on the CBOE Volatility Index (VIX Index) and S&P 500 options (SPX), the most active U.S. index option.  Other products engineered by CBOE include equity options, security index options, Weeklys options, FLEX options, and benchmark products such as the CBOE S&P BuyWrite Index (BXM). CBOE Holdings is home to the world-renowned Options Institute, Livevol options analytics and data tools, and www.cboe.com, the go-to place for options and volatility trading resources.

Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of investment strategies and solutions for individual, institutional and corporate clients around the world. With nearly 2,000 people, including over 450 investment professionals based in North America, Europe and Asia, we manage $467 billion* of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.
* In U.S. dollars as of March 31, 2017. Source: Ameriprise Q1 Earnings Release. Contact us for more current data.
Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.

With approximately $846 billion of assets under management (as of December 31, 2015), Deutsche Asset Management is one of the world’s leading investment management organizations. Deutsche Asset Management offers individuals and institutions traditional and alternative investments across all major asset classes.¹


¹Deutsche Asset Management is the brand name of the Asset Management division of the Deutsche Bank Group. The respective legal entities offering products or services under the Deutsche Asset Management brand are specified in the respective contracts, sales materials and other product information documents.

A full-service, strategically integrated firm, Gregory FCA creates and deploys sophisticated national media relations, social media, content marketing, investor relations, and financial communications campaigns.

The nation’s 50th largest PR firm, our clients include fast-growing private and publicly traded companies competing in today’s digital economy. Gregory FCA’s staff of 57 professionals — drawn from journalism, finance, communications, and public relations — service many key markets, including financial services, consumer and enterprise technology, real estate, healthcare and consumer products, and more.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individuals, financial advisors, and institutions. Morningstar provides data on approximately 433,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on approximately 10 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its registered investment advisor subsidiaries and has approximately $166 billion in assets under advisement and management as of June 30, 2013. The company has operations in 27 countries.

Founded in August 2008, Newfound Research is quantitative asset management firm based out of Boston, MA.

Investing at the intersection of quantitative and behavioral finance, Newfound Research is dedicated to helping investors achieve their long-term goals with research-driven, quantitatively-managed portfolios, while simultaneously acknowledging that the quality of the journey is just as important as the destination. 

Newfound was awarded 2016 ETF Strategist of the Year by ETF.com.

 

NextShares Solutions is a wholly owned subsidiary of Eaton Vance Corp. formed in 2011 to develop and commercialize NextShares. Aspects of the operation of NextShares are protected intellectual property owned by NextShares Solutions. NextShares™ exchange-traded managed funds are a new way to invest in actively managed strategies. Because they are actively managed, NextShares offer the potential for benchmark-beating returns by applying their manager’s proprietary investment research.

Because they trade on an exchange, NextShares may offer cost and tax efficiencies that can enhance shareholder returns. NextShares may invest across all fund asset classes and are expected to be offered by a range of well-known asset managers. Learn more by visiting nextshares.com.

NYSE Group is a subsidiary of Intercontinental Exchange (NYSE:ICE), a leading operator of global exchanges and clearing houses, and a provider of data and listings services.  NYSE Group includes exchanges, market data and connectivity services. The equity exchanges -- the New York Stock Exchange, NYSE MKT and NYSE Arca -- trade more U.S. equity volume than any other exchange group. NYSE is the premier global venue for capital raising, leading worldwide in IPOs, including technology IPOs. NYSE Arca Options and NYSE Amex Options are leading equity options exchanges. To learn more, visit www.nyse.com/index. 

ICE Data Services is a global leader in market data, analytics and connectivity solutions. We offer proprietary market data from a dozen exchanges worldwide, together with indices, fixed-income evaluations and reference data, and we serve the rising demand for more capacity and information with feeds, desktops and connectivity services. Our comprehensive, flexible data solutions provide coverage for global markets across all major asset classes.

PIMCO is a global investment management firm with a singular focus on preserving and enhancing investors’ assets.

We manage investments for institutions, financial advisors and individuals. The institutions we serve include corporations, central banks, universities, endowments and foundations, and public and private pension and retirement plans. We also serve advisors and individuals set on personal financial goals, from preparing for retirement to funding higher education.

For more than four decades, our mission has been grounded in a holistic investment process designed to apply rigorous top-down and bottom-up analysis of inputs to identify investment opportunities and risks. Since our founding in Newport Beach, California, in 1971, we have grown into a team of more than 2,150 dedicated professionals, with offices in 11 countries and trading operations in North America, Europe and Asia. We have an established reputation of innovation, and we continue to evolve as a provider of investment solutions across all asset classes.

Principal Global Investors leads global asset management at Principal®. As a multi-boutique firm, we bring a focused perspective and offer expertise across a host of asset classes: fixed income, equities, real estate, asset allocation, target-date and target-risk, currency, stable value, and other structured investment strategies.

At our core, we’re driven by our purpose to help investors and businesses achieve their financial goals.  We deliver investment solutions for public and private pension funds, foundations, and endowments, central banks, insurance companies, sub-advisory arrangements, sovereign wealth funds, and individual portfolios.

Today, we manage $US411.1 billion of assets on behalf of a broad range of investors from over 70 countries.

In order to capture the growth potential of the robotic revolution, the opportunity must be defined from an investor’s perspective - ROBO Global sought out to do just that. As the creator of the first benchmark index to track the global robotics and automation market, ROBO Global brings these solutions to investors.

Through the expertise of its leadership team and strategic advisors, our team searches worldwide to find cutting-edge companies in the space. From healthcare to industrials to aerospace, these companies span across a multitude of industries. By identifying these prospects, we are able to track the global growth of the industry.

The index is comprised of over 80 stocks focused on the entire robotics and automation value chain. The stocks include rapidly developing companies in the global robotics and automation industry, covering over 15 countries across our 13 sub-sectors. With offices in Dallas and London, and indices listed on multiple exchanges, ROBO Global defines and delivers the only index to target robotics and automation.

S-Network Global Indexes, Inc. is a publisher and developer of proprietary and custom indexes. Founded in 1997, S-Network publishes over 200 indexes, which serve as the underlying portfolios for financial products with over USD 7 billion in assets under management.  S-Network indexes, which are supported by a state-of-the-art technology platform, are known for their transparency and efficiency.

S-Network is a leader in socially responsible investment, publishing best-practice benchmark indexes in collaboration with Thomson Reuters.  S-Network published the first global alternative energy and water indexes, which today serve as the recognized benchmarks for those sectors worldwide.  In addition to publishing socially responsible indexes, S-Network produces proprietary environmental, social and governance ratings on nearly 5,000 public companies worldwide.

S-Network publishes a comprehensive suite of benchmark indexes covering US, European, Pacific Basin and emerging markets companies and mirroring the performance characteristics of the most popular indexes.   The benchmark series offers detailed historical data, including daily constituent level data, from December 31, 1999 to the present.  S-Network benchmarks serve as starting universes for smart beta indexes, as institutional-quality performance benchmarks, and as bases for Separately Managed Accounts.

S-Network is a prominent provider of smart beta indexes that incorporate standard market statistics as well as unique and highly specialized proprietary data sets derived from non-traditional sources.  Smart beta indexes developed by S-Network embrace powerful single-factor models as well as complex multi-factor models that incorporate over 200 discrete factors.  All indexes developed by S-Network address and resolve issues such as liquidity, investability and index turnover characteristics.

For more information please visit http://www.snetglobalindexes.com/

Tortoise Index Solutions offers passively managed Exchange Traded Products based on its proprietary, research-driven indices representing the universe of essential assets. Its indices are intended to fill a void in the market and provide benchmarks and investible asset class universes for use by investment professionals, research analysts and industry executives to analyze relative performance. Tortoise Index Solutions is part of the Tortoise Investments family, which had approximately $21.3 billion of assets under advisement through its family of registered advisers as of March 31, 2017. For more information visit www.tortoiseindexsolutions.com.

USCF operates on the leading edge of product innovation as an asset management firm offering exchange-traded products (ETPs), exchange-traded funds (ETFs) and mutual funds. The firm broke new ground with the launch of the first oil ETP, the United States Oil Fund, LP (USO), in 2006. Over the next decade, USCF designed and issued thirteen more specialty products across commodity and equity asset classes. USCF currently manages approximately $4 billion in assets from its headquarters in Oakland, California.

VanEck’s mission is to offer investors intelligently designed investment strategies that take advantage of targeted market opportunities.  Founded in 1955, we were a pioneer in global investing with a history of placing clients’ interests first in all market environments. Today, the firm continues this tradition by offering innovative active and passive investment portfolios in hard assets, emerging markets, precious metals, fixed income, and other alternative asset classes.  VanEck Vectors exchange-traded products are one of the largest ETP families in the world, managing more than 70 funds that span a range of sectors, asset classes and geographies.  

W.E. Donoghue & Co., LLC (WEDCO) is an SEC registered investment advisor registered in all 50 states.  WEDCO was founded in 1986 to provide professional investment management services to individuals, corporations, and institutions, including trusts, employee benefit plans and retirement plans.

The firm was founded by our visionary Bill Donoghue who has over 40 years of experience in the financial services industry. Bill has brought a unique perspective to the financial advisory industry. As a consumer advocate, Bill has been teaching investors for decades through his 7 books in print including a New York Times Best Seller as well as through his newsletters throughout the years.

Today, WEDCO’s investment committee along with its team of professionals is passionately committed to assisting our advisors in helping them meet their client’s investment objectives. The firm’s solutions have evolved over the years but have been driven by a firm belief that the “buy and hold” approach is not sufficient to help our advisors meet their clients’ objectives of preserving and growing their wealth along with meeting sustainable income needs.

Currently, W.E. Donoghue & Co., LLC has over $1.9 billion in assets under management or under advisement in mutual fund or separately managed accounts serving the needs of our advisors and their clients.

To request our ADV disclosure documents, click here.

Bats Global Markets (Bats), a CBOE company, is a leading global operator of exchanges and provider of services for financial markets around the globe, committed to Making Markets Better for traders, investors and issuers.

Broker-dealers, and institutional and retail investors rely on the Bats markets to execute their trades efficiently and effectively to help them achieve their business and investing objectives. Bats developed its own technology for its equity and options markets and supports each of its businesses with a relentless emphasis on market quality, transparency, fairness and a high standard of customer service.

Bats began in 2005 as an alternative trading venue aimed at bringing competition and innovation to the U.S. equities market. Since then, Bats has grown and evolved into a global operator of markets around the globe. It may no longer be the “alternative” start-up, but the Bats team hasn’t lost its fire and focus to achieve its mission: to help Make Markets Better

BCA is the leading independent provider of global investment research. Since 1949, BCA's mission has been to support its clients in making better investment decisions through the delivery of leading-edge analysis and forecasts of all the major asset classes and economies, as well as educating, informing and stimulating discussion through clear and thought-provoking research. The firm maintains a head office in Montreal, with local offices in London, New York, San Francisco, Hong Kong, Sydney, Cape Town and Sao Paulo.

For more than 50 years, CRSP has maintained the level of quality and industry standards introduced by Professors Fisher and Lorie when CRSP was formed. Today, CRSP continues its commitment to providing research quality data for the most rigorous tests in academic research and in backtesting applications by practitioners. In addition, CRSP’s transparent and investable indexes provide the foundation for new areas of research and serve as benchmarks for industry leading investment vehicles. Learn more at www.crsp.chicagobooth.edu.
 

KCG offers leading services designed to address trading needs across asset classes, product types and time zones. As one of the world’s largest independent market makers, we combine advanced technology with exceptional client service to deliver unique liquidity, lower transaction costs and improve pricing. For every order, we provide a solution, whether market making or agency, lit or dark, voice or automated. We build the connections that deliver maximum value for our clients and create more efficient, resilient markets around the world.

Riskalyze is the company that invented the Risk Number™, which powers the world’s first Risk Alignment Platform, empowers advisors to execute the digital advice business model with Autopilot and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms today manage $380 billion on Riskalyze’s platform in pursuit of its mission to align the world’s investments with each investor’s Risk Number. To learn more, visit www.riskalyze.com.

VictoryShares is a specialist ETF provider with focus on rules-based solutions that seek to bridge the gap between active and passive. Our ETFs are brought to you by Victory Capital, an integrated multi-boutique investment manager with $56.6B in assets under management (as of 3/31/2017). We have several distinct investment franchises—each with their own investment culture and approach—and the franchises are supported by a robust, centralized distribution and operational platform. This structure allows our investment teams to focus on what they do best: provide investment excellence on behalf of our clients.

S&P Dow Jones Indices LLC, a subsidiary of The McGraw-Hill Companies is the world’s largest, global resource for index-based concepts, data and research. Home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial AverageSM, S&P Dow Jones Indices LLC has over 115 years of experience constructing innovative and transparent solutions that fulfill the needs of institutional and retail investors. More assets are invested in products based upon our indices than any other provider in the world. With over 830,000 indices covering a wide range of assets classes across the globe, S&P Dow Jones Indices LLC defines the way investors measure and trade the markets. To learn more about our company, please visit www.spindices.com.

KCG offers leading services designed to address trading needs across asset classes, product types and time zones. As one of the world’s largest independent market makers, we combine advanced technology with exceptional client service to deliver unique liquidity, lower transaction costs and improve pricing. For every order, we provide a solution, whether market making or agency, lit or dark, voice or automated. We build the connections that deliver maximum value for our clients and create more efficient, resilient markets around the world.

Founded in 2012, IIA is an independent, not-for-profit organization representing the global index industry.

The purpose of IIA is to represent the global index industry by working with market participants, regulators, and other representative bodies to promote sound practices in the index industry that strengthen markets and serve the needs of investors.  Several of the leading index providers in the world are members of IIA, including Barclays, FTSE Group, Markit, MSCI Inc., NASDAQ OMX, Russell Investments, and S&P/Dow Jones Indices, LLC.  Our members have calculated indices since 1896 and, in the aggregate, the members of IIA calculate over one million indices for their clients, covering a number of different asset classes, including equities, fixed income, and commodities.

Founded in 1992, Cerulli Associates is a Boston-, London-, and Singapore-based research firm specializing in asset management and distribution trends worldwide. Cerulli Associates blends original research and data analysis to bring perspective to current market conditions and forecasts for future developments. Via a suite of research publications, we provide financial services firms with guidance in strategic positioning and new business development.

Our repeatable, two-pronged proprietary research process (interviews and surveys) serves as the foundation of our published research and provides subscribers with the necessary context, intelligence, and key implications to navigate today’s and tomorrow’s market environment.
 
Cerulli’s core product lines are complementary and are subscription-based. They include Cerulli Reports, The Cerulli Edge series, and Cerulli Lodestar.
 
For more information, please contact us.
Marketing & Business Development
info@cerulli.com
+1 617-437-0084
www.cerulli.com

CFA Society San Diego was founded in 1962 as the Financial Analysts Society of San Diego, Inc. to promote a high standard of ethics and sound professional standards of investment management and research, and to enhance professional knowledge and skills.

The Society was admitted to the Association for Investment Management and Research (AIMR) on November 4, 1963. In May 2004, AIMR became CFA Institute. In May 2005, the Society changed its name to CFA Society San Diego (CFASSD), in order to more closely align with CFA Institute and the Chartered Financial Analyst (CFA®) designation.

There are approximately 400 members of CFASSD, including security analysts, portfolio managers, bankers, and other investment professionals. Approximately 330 CFASSD members hold the Chartered Financial Analyst designation, and many others are currently candidates for this professional designation.​

FPA's individual members include financial planners, many of whom hold the CFP certification or are pursuing CFP certification. Other individual members include practitioners such as accountants, attorneys, bankers, charitable giving specialists, insurance agents, stockbrokers, money managers, investment consultants, broker-dealer and corporate executives, and others who champion the financial planning process.

FPA is also home to Broker/Dealer Members -- NASD member firms that are in the retail securities business and whose representatives are allowed to offer more than proprietary products.

FPA's Corporate Members include corporations and other entities that provide products and services offered to or through financial advisers.

Women in ETFs is the first women’s group for the ETF industry. Founded in January 2014, WE is a non-profit organization that brings together over 2,500 members, including women and men, in chapters in major financial centers across the United States, Canada, EMEA and Asia Pacific to further the careers of women by leveraging our collective skill and ambition.    WE achieves this by organizing events at our chapters globally that support our goals of education, networking, philanthropy.

The Journal of Index Investing brings you the latest innovations in Exchange-Traded Funds (ETFs), indexes and mutual funds, offering practical, rigorous research and analysis on products, sector allocation and investment strategies. The Journal of Index Investing provides you with challenging ideas and practical tools to: · Optimize investment prospects · Identify innovative uses for ETFs and index funds · Stay abreast of the very latest research in this market You get four print issues a year plus online access to archived articles. The Journal of Index Investing is read by financial planners & analysts, corporate plan sponsors, fund managers, portfolio managers, hedge fund managers, endowments & foundations, traders and investment advisors.

BarclayHedge is a leading independent, research based provider of information services to the alternative investment industry. Founded in 1985, no other firm has been in the alternative investment database business for as long as we have. Barclay began publishing fund data for CTAs and hedge funds in 1989 and currently maintains data on more than 12,000 alternative investment vehicles.  BarclayHedge provides access to its hedge fund, fund of funds, and managed futures databases to thousands of investors worldwide in Excel, Access, and formats compatible with most third party analysis packages.  Barclay’s 18 hedge fund indices, 10 managed futures indices, and 7 UCITS indices are universally recognized as alternative investment performance benchmarks and are utilized by investment professionals around the globe.

Executive Global magazine takes readers on a highly informative, and insightful tour of the developments shaping our global economy, in addition to the impact these developments may have on executives worldwide, and the subsequent strategies that may be adopted in their wake. Guided by expert opinion, and supported by leaders in their field, the magazine provides a unique platform that aids in the effective management of business, people, and revenue, whilst presenting an objective view on geopolitical affairs, the global financial, and capital markets.

Get the Fresh Lowdown on Alternative-Investment Activities 
Every week, Hedge Fund Alert delivers the early intelligence you need to anticipate money-making openings in the fund-management arena. The newsletter tells you what tight-lipped fund managers dont want you to know. It also uncovers the secret moves of investors and other industry players. See for yourself -- sign up for a 3-week FREE trial subscription to Hedge Fund Alert. Start your free trial at HFAlert.com, or call 201-659-1700.

Institutional Real Estate, Inc.’s flagship publication, Institutional Real Estate Americas, has been the industry’s go-to resource for more than 25 years. It is a monthly publication offering analysis of market trends related to pension fund investment in private equity real estate. It covers the people, trends, and events driving this dynamic market, and features the industry's most extensive information on manager searches, new product offerings and pension fund real estate allocations, plus features on pension fund investment capital flows, investment strategy and portfolio management.

Our readers include staff and investment committee members of the largest and most active pension, foundation and endowment fund real estate investors in North America, their advisers and consultants.

You will also receive our investment guides as part of your subscription. These will be sent directly to your email address and always be available on our Website.

Investing.com is a global financial portal and internet brand composed of 28 editions in 21 languages and mobile apps for Android and iOS that provide news, analysis, streaming quotes and charts, technical data and financial tools about the global financial markets. Each edition covers a broad variety of local and global financial vehicles including Stocks, Bonds, Commodities, Currencies, Interest Rates, Futures and Options. Founded in 2007, Investing.com has a growing readership worldwide and is now a leading global financial portal committed to constantly launching innovative features and sections to ensure an optimal one-stop source for its readers.
 

Investor’s Business Daily (IBD®) is an authoritative financial news and research organization recognized for its proprietary investing screens, investment ratings and strong record of identifying market leaders as they emerge. Its award winning website, Investors.com, offers premium subscription tools, expert analysis and personalized research features for investors of all levels. Founded in 1984 by famed Wall Street investment expert and entrepreneur William J. O’Neil, Investor’s Business Daily and Investors.com provide performance-driven financial professionals and sophisticated investors with distinctive market analysis and research that cannot be found elsewhere.

Jobs in ETFs is the world's first ETF career platform used by industry professionals globally to obtain access to some of the most exciting jobs within the ETF ecosystem and to confidentially connect with top ETF employers.

Professionals are welcomed to showcase their profile and expertise while keeping up to date with industry news & events, people moves and inspiring interviews with some of the most accomplished ETF people. Employers can customize their profiles, create exciting campaigns to attract talent and present their services.

Visit our flagship website www.jobsinetfs.com to see who is hiring, follow companies and access career-specific content and exclusive interviews.

Money Management Executive (www.mmexecutive.com) dispenses breaking news and in-depth industry analysis of the events and issues affecting the mutual fund and money management industry. With a truly integrated platform consisting of a weekly publication, a daily e-newsletter, mobile and online at mmexecutive.com, MME delivers intelligence on sales and marketing strategies, changes taking place affecting compliance and operations, interviews with asset management leaders through the media of choice for our loyal and engaged audience.

Real Assets Adviser, it is the first independent, Real Assets-dedicated information publication specifically targeting and educating the growing market of RIAs, wealth managers, family offices and broker-dealers on the importance of alternative asset investing. With a consistent circulation of 66,000, Real Assets Adviser presents valuable news and information covering the entire Real Assets class, including real estate, infrastructure, energy, timber, and commodities.

Where do you go to access actionable research on index investing and white papers on ETFs? Savvy Investor is a professional knowledge network for the investment management industry. With over 15,000 white papers and more than 18,000 members worldwide, Savvy Investor has quickly established itself as the world's leading portal for institutional investors.

Registration is free - visit www.savvyinvestor.net today.

Wall Street Raw! is hosted by Mark Leibovit, former 'Elf' on the decades running Wall Street Week with Louis Rukeyser PBS television program and former 'Market Monitor' guest for 30 years along with Paul Kangas on the PBS' The Nightly Business Report. Mark shifts through the noise in the financial media and applies technical analysis, contrary thinking and cyclical analysis to discern trends and money-making opportunities in all the major markets. Wall Street Raw - airing Live on Saturdays [1 hr] Syndicated via the Genesis Communications Network based out of Minneapolis, MN broadcasting currently to over 650+ affiliate am/fm stations nationally, and streaming online.