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 ... (view full description)

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 und ... (view full description)

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 pow ... (view full description)

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 equit ... (view full description)

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 ... (view full description)

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 ... (view full description)

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 ch ... (view full description)

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 m ... (view full description)

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 tril ... (view full description)

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. Fo ... (view full description)

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 po ... (view full description)

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 ... (view full description)

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 th ... (view full description)

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 manage ... (view full description)

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 ... (view full description)

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, 20 ... (view full description)

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 un ... (view full description)

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 rel ... (view full description)

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 met ... (view full description)

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.
Natixis Global Asset Management serves thoughtful investment professionals worldwide through our Durable Portfolio Construction® approach: applying risk-minded insights to empower intelligent investing. Uniting 20+ investment managers, Natixis ranks among the world’s largest asset management firms.
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. ... (view full description)

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. ... (view full description)

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. NY ... (view full description)

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 ... (view full description)

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 an ... (view full description)

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 ... (view full description)

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 bench ... (view full description)

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 bil ... (view full description)

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, C ... (view full description)

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.&nbs ... (view full description)

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 in ... (view full description)

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 e ... (view full description)

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 ... (view full description)

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 m ... (view full description)

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 m ... (view full description)

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 ... (view full description)

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. Thi ... (view full description)

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 ... (view full description)

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 m ... (view full description)

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, R ... (view full description)

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 ... (view full description)

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
The mission of CFA Society Orange County (CFAOC) is to provide a forum for financial analysts and investment professionals to build strong and valuable networks, expand industry knowledge and promote the highest standards of ethical and professional conduct within the Orange County investment community.
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 ... (view full description)

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 r ... (view full description)

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.
The Financial Planning Association® (FPA®) of Orange County is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning.
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, philant ... (view full description)

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.
Institutional Investor is a leading international business to business publisher, focused primarily on international finance. It publishes magazines, newsletters and journals as well as research, directories, books and maps. It also runs conferences, seminars and training courses and is a provider of electronic business information through its capital market databases and emerging markets information service.
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 ... (view full description)

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 ... (view full description)

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.
Markets are turbulent and rapidly changing. Bloomberg BRIEF newsletters deliver the latest news, market data, and expert commentary from the world's most trusted economists and analysts.
The team at ETF Database is committed to making ETFdb.com the premier source of information on ETF investing.
ETF Express is the ETFs industry's leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and product profiles. ETF Express produces a free daily newsletter covering essential news and features within the exchange traded funds industry and a series of special reports. Click here to access www.etfexpress.com
The world's leading authority on exchange-traded funds, ETF.com has delivered clear, independent and authoritative news, analysis and education about ETFs online and in print since 2001. The firm's marquee properties are its website, ETF.com, and its print publication, ETF Report. ETF.com is a fully-owned, editorially independent subsidiary of CBOE.
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 geopo ... (view full description)

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 ... (view full description)

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 ... (view full description)

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.
Institutional Real Estate Newsline (IREN) is our premium news alert service. IREN takes you a step above our FREE news alerts by providing proprietary news only by IREI. IREN subscribers receive daily emails with this breaking news so you'll never be out of the loop on the industry's top stories. Topics covered include manager searches, commitments, new offerings, fundraising activity, people news, market and property research and transactions.
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 i ... (view full description)

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& ... (view full description)

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 campa ... (view full description)

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 choi ... (view full description)

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. ... (view full description)

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.
Regis Media help fiduciary businesses to attract and retain clients through high-quality content and video marketing. Our mission is to support firms around the world who base their investment philosophy on rigorous, independent and peer-reviewed evidence and are fully committed to acting in the best interests of their clients. By helping their businesses to grow, we aim to play a part in changing the global investing industry for the better.
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. ... (view full description)

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 Liv ... (view full description)

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.
Wealthadviser offers investment fund news and information, research and fund data for wealth advisers and private banks working in the advisory industry around the world. Wealthadviser offers a daily newsletter service and a full web site with fund data designed to help wealth advisers.Click here to access Wealthadviser.co
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*Website Access. Access to this website is restricted by password and only authorized IMN registrants may use the website. Any unauthorized access shall be the responsibility of the Registrant and his or her company and IMN shall not be liable for any damages arising out of such unauthorized access. You agree to: (1) Keep your password confidential; (2) prohibit others from using your account; (3) refrain from using other Users’ accounts; (4) refrain from selling, trading, or otherwise transferring your account to another party; and (5) refrain from charging anyone for access to any portion of DirectConnect, or any information arising therefrom. You are also responsible for anything that happens through your account unless you can demonstrate that your account was accessed without your knowledge or fault.
*User Communication. To the extent permitted while using DirectConnect, you can use and participate in groups, free to post and delete comment on the website. You are solely responsible for your interactions with other users. IMN may limit the number of connections you may have to other users and may at its sole discretion prohibit you from contacting other users through use of the Services or otherwise limit your use of the Services.
If you violate this Agreement while posting, that content may be removed without further notice or the rights of others posting here. Nothing you post here is confidential or proprietary and you are cautioned that other posters or viewers may use any information posted here. By posting here you agree that IMN is not responsible for the misappropriation or misuse of any information posted on this website.
*Privacy. Any submissions, including private personal information, like names, addresses and so on, are voluntary and you waive any and all rights you have to the protection of that information. By submitting ideas, suggestions, documents or other matter ("Submissions"), you agree that: (a) the Submissions are not confidential or proprietary information; (b) IMN has no obligation to keep the submissions confidential; (c) IMN can use or disclose the Submissions for any purpose, in any way, in any media worldwide; (d) if asked, you will irrevocably assign to IMN all rights to your Submissions; and (f) you are not entitled to any compensation of any kind from IMN under any circumstances.
*Content by Becoming a User of DirectConnect: As part of obtaining registration access to DirectConnect, unless you opt out, you may receive invitations to network from other conference attendees. We may also send you emails to keep you updated on developments in the site and services. Your registration for and/or subscription to such an email service and your use of the content received through these email services will be subject to these terms. You can unsubscribe to our email service by changing your email preferences on the website.
*License. If you comply with all your obligations under this Agreement, IMN grants you a limited, revocable, nonexclusive license and right to access the Services, through a generally available web browser, mobile device or application view information and use the web pages and in accordance with this Agreement for your use only. Any other use of DirectConnect is strictly prohibited. All rights not expressly granted in this Agreement, including, without limitation, title, ownership, intellectual property rights, and all other rights are retained by IMN.
*Anti-Hacking. You expressly agree not to use or attempt to use any "virus," "spyware," "malware," "adware," "Trojan horse" "deep-link," "scraper," "bot," "spider," "data-mining," "computer code" or any other automated device, program, tool, algorithm, process, or methodology or manual process having similar processes or functionality, to access, acquire, copy, or monitor any portion of this website or content. You also agree not to obtain or attempt to obtain through any means any materials or information on the website that have not been intentionally made available either by their public display on the Web Site or through their accessibility by a visible link or portal. You further agree not to violate the security of the website or attempt to gain unauthorized access to the website, data, materials, information, computer systems or networks connected to any server, through hacking, password mining or any other method.
*No Linkage. You expressly agree not to link or attempt to link to this website or the web pages contained herein.
*Third Party Information. Some of the information you access here is the property of third parties, made available here with the express permission of those third parties. IMN is not responsible for the content of any third party information provided on this website. You are cautioned that any further use of that information by you may be subject to the rights of those third parties and you may be required to obtain a license to use any such information. Failure to obtain third party permission may be a violation of federal law. You should contact the third party provider of the information to ascertain the requirements for using the information.
*Copyright and Trademarks. The layout of the website pages, graphics and pictures used and the collection of individual contributions are protected by copyright. All copyrights belong either to IMN, the third-party content providers or both. Either IMN or the third-party content providers own all trademarks and service marks depicted here.
*Indemnification. You agree to indemnify hold harmless and defend IMN, including our employees, officers, agents and contractors and our related entities and their employees, officers, partners, agents and contractors ("Indemnified") and continue to keep the Indemnified indemnified from and against any actions, proceedings, claims, demands, costs (on a full indemnity basis including, without limitation, reasonable legal and accounting fees) brought or made against the Indemnified by any person arising in connection with your use of the Website or content, or a breach of your representations and warranties in the Terms and Conditions of Use or this Agreement, or your violation of any of the Terms and Conditions of Use or this Agreement or any other activity in which you engage on or through, and from and against any damage, loss(whether personal or property, and whether direct or consequential, including without limitation consequential financial loss), cost or expense suffered or incurred by any Indemnified as a direct or indirect consequence thereof.
*Changes in Terms and Conditions. IMN may at any time revise the terms and conditions by which you may access the website or use IMN products or services. By using this website and IMN products and services, you agree to be bound by any such revisions and should therefore periodically visit this page to determine the then current version of this document.
*Limitation of Liability. Neither we, nor any of our suppliers, officers, employees, partners, affiliates, subsidiaries, successors and assigns, agents or representatives (our "Representatives") will be liable to you for:
(a) any incidental, punitive, indirect, special or consequential damage, loss or expenses, including but not limited to any loss of business, contracts, revenue, or profits, any business interruption, security breach, loss of data, loss of goodwill or reputation or other pecuniary loss suffered by you, even if we or any of our Representatives have been advised of their possible existence; nor? (b) any direct damage loss or expenses arising from loss of customers, loss of profits, loss of anticipated profits or loss of savings.
*Termination. You may terminate this Agreement, for any or no reason, at any time, when IMN receives notice from you. IMN may terminate the Agreement and your account for any reason or no reason, at any time, with or without notice. This cancellation shall be effective immediately or as may be specified in the notice and may include disabling your current and future access to DirectConnect. IMN may also suspend or terminate this Agreement if you invite other users with whom you do not know to connect; abuse the any DirectConnect messaging services; creating multiple or false profiles; infringe on any intellectual property rights, violating any provisions in this Agreement, disparage IMN or its executives, Board members, affiliates, staff or other related entities or persons, or exhibit any other behavior that IMN, in its sole discretion, deems contrary to the purpose of the website.
*No Waiver. Failure by either party to exercise any right or remedy under these Terms does not constitute a waiver of that right or remedy.
*Entire Agreement. These terms (including any terms incorporated by reference in these terms), constitute the entire agreement between you and us with respect to your access to and use of the website or receipt of any service and supersede all prior agreements, negotiations and discussions between you and us relating to the same.
*Law and Jurisdiction. Where you visit, register and/or subscribe to a this site or related service (as indicated on this website or otherwise notified to you), these terms (and any dispute or claim arising out of or in connection with these terms, including non-contractual disputes or claims), to the maximum extent permissible under the law of the territory that you are located in, will be governed by the laws of the State of New York. Any action to enforce these terms shall be brought in a federal court or a state court located in the state of New York, county of New York, and you agree to submit yourself to the personal jurisdiction of those courts in any such action.
*Force Majeure. We shall not be deemed to be in breach of these Terms by reason of any delay in performing, or any failure to perform any service or our obligations in relation to these Terms, if the delay or failure was due to any cause beyond our reasonable control, including but not limited to acts of God, explosions, floods, fire or accident, war or threat of war, terrorism or threat of terrorism, sabotage, civil disturbance, epidemics, prohibitions or measures of any kind on the part of any governmental, parliamentary or local authority, import or export regulations or embargoes, or industrial actions or trade disputes (whether involving our employees or of third parties).
*Severability. If any provision of these Terms is found to be wholly or partially invalid, void or unenforceable by any court having competent jurisdiction or by virtue of any legislation or any other reason, that provision shall be invalid, void or unenforceable to that extent only and no further and the validity and enforceability of the remaining provisions of these Terms shall not be affected.
*Notices. Any notice given pursuant to these Terms shall be made by email or first class post, in the case of you, to the address provided on your registration form and, in the case of us, to the address posted on the website or otherwise notified to you in relation to any relevant service. Any such notice shall be deemed to have arrived if sent by post within three (3) days of posting and if sent by email at the time of transmission.
Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.
For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.
Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing dataprotectionofficer@euromoneyplc.com or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.
This Privacy Notice was updated on 23 May 2018
This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.
Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.
We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.
When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).
We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).
Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.
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Registration, Free Trials & Subscriptions
When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.
If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.
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Events & Conferences
If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.
This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.
We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.
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Advertising & Marketing
We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.
Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.
You can opt out from receiving such materials at any time.
The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).
Marketing materials are sent electronically, by post and we may occasionally call you.
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Online Targeted Advertising
We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.
We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.
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Lead Generation and Scoring
We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.
We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.
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Surveys, Market Research & Customer Feedback
We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.
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Public forums, message boards and blogs
Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.
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Business or Asset Sale
If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.
If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.
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Additional Third Party Disclosures
We may disclose your personal data to other third parties in the following situations:
- To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
- Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
- If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
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Email Tracking
We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).
Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.
We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.
We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:
- Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
- The business rationale for collection and expiry of the purpose for which personal data was collected;
- Our ongoing ability to ensure the accuracy of the data; and
- Legal and regulatory requirements.
We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.
You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.
You have certain rights in relation to your personal data which include the following:
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Access & Portability
You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.
You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.
If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.
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Rectification, Restriction, Objection
You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.
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How to Exercise Your Rights
To exercise any of these rights, please contact us by post or email at the following addresses:
Euromoney Institutional Investor PLC
8 Bouverie Street
London, EC4Y 8AX
United KingdomEmail: dataprotectionofficer@euromoneyplc.com
Web form: Complete Subject Data Request Form
We may need to check your identity prior to processing a request.
Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.
Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.
All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.
Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.
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