Joe Anthony

President, Financial Services
Gregory FCA Communications

Joe Anthony is a PR strategist with 17 years of experience in public relations and financial communications. He is responsible for leading the agency’s financial services PR unit, providing strategic counsel on a wide range of financial service industry engagements. He manages a team of professionals that includes former journalists and financial services industry veterans that collectively deliver media relations, interview training, content development, and integrated communications counsel in support of clients’ business development objectives.  Joe began his career at Gregory FCA in the firm’s investor relations practice before shifting into a public relations counsel role. T ... (view full description)

Robert Arnott

Chairman & Chief Executive Officer
Research Affiliates, LLC

Over his 30-year career, Robert Arnott has endeavored to bridge the worlds of academic theorists and financial markets. His success in doing so has resulted in a reputation as one of the world's most provocative and respected financial analysts. Rob has pioneered several unconventional portfolio strategies that are now widely applied, including tactical asset allocation, global tactical asset allocation, tax-advantaged equity management, and the Fundamental Index® approach to indexation. In 2002, he established Research Affiliates as a research-intensive asset management firm that focuses on innovative products. The firm explores novel approaches to active asset allocation, optimal portfolio ... (view full description)

Phil Bak

CEO
Exponential ETFs

Phil Bak is the CEO of Exponential ETFs. He is widely regarded as an expert in the management, development and trading of Exchange Traded Funds (ETFs). Prior to founding Exponential ETFs, Mr. Bak was a Managing Director at the New York Stock Exchange where he initiated market structure enhancements and worked with asset managers, regulators and liquidity providers to ensure a fair and orderly secondary market for ETFs. Previously, he was Senior Product Manager for Guggenheim Investments where he developed alternative mutual funds and ETFs and was the author of two patents on new and innovative ETF structures. Mr. Bak has a B.S. in Business Finance from Yeshiva University and is a Chartered A ... (view full description)

Justin Castelli

Founder & Financial Advisor
RLS Wealth Management

Justin Castelli, CFP®, CIMA® is the founder of RLS Wealth Management, a fee-only registered investment advisory firm in Fishers, Indiana. One of the main motivating factors for starting RLS Wealth Management was for Justin to be able to work with clients regardless of where they might be in their careers; in order to do this, he created a barbell business model which offers a monthly subscription model for young professionals, called WealthFusion™ and a traditional wealth management relationship with clients nearing, or in retirement.    Justin also writes a blog called All About Your Benjamins where he covers everything from financial planning to investing to music and more. In ... (view full description)

Mike Castino

Senior Vice President
U.S. Bank Global Fund Services, LLC

Mike Castino serves as business development officer for Exchange Traded Products at US Bancorp Fund Services and serves as Chairman and Interested Trustee for ETF Series Solutions (ESS) US Bank's ETP multiple series trust.  Mr. Castino joined U.S. Bancorp Fund Services in 2013 with more than 20 years of business development, relationship management, marketing, managerial experience, and futures/equity trading experience. Prior to joining U.S. Bancorp Fund Services, Mr. Castino worked for Zacks Investment Management as managing director of the Index Services Division. He also held the position of vice president of Institutional Sales for Claymore ETFs (now Guggenheim Funds) and was senior flo ... (view full description)

Vinny Catalano

Member, Chief Macro Strategist
Adriatic Capital Partners

Vincent Catalano, CFA, is Managing Member and Chief Macro Strategist with Adriatic Capital Partners and President and Global Investment Strategist with Blue Marble Research. Catalano appears regularly in the media and is a guest speaker at various major forums. Vinny is a past president of the New York Society of Security Analysts, a Nonresident Senior Fellow at the Washington, D.C. based think tank, the Information Technology and Innovation Foundation and is the author of "Sectors and Styles" (Wiley 2006). 

Ricardo Cortez

Co-CEO
Broadmark Asset Management, LLC

As Co-Chief Executive Officer, Mr. Cortez is responsible for the management of Broadmark’s day-to-day business activities as well as the oversight of the firm’s sales and marketing efforts. In addition, he is a member of the Investment Team and serves as the firm’s Chief Risk Officer. Mr. Cortez joined Broadmark in September 2009 as President, Global Distribution and was named Co-CEO in June 2013. Before Broadmark, he was President of the Private Client Group for Torrey Associates, LLC. Additional prior roles include Vice President at Goldman Sachs serving as Product Manager of the firm’s Global Multi-Manager Strategies program, and Senior Vice President with Prudential Investme ... (view full description)

Jane Edmondson

Founder & Chief Executive Officer
EQM Capital and Indexes LLC

Jane Edmondson has more than 25 years of financial experience in the investment industry with Merrill Lynch and as an Investment Analyst and Portfolio Manager for Allianz Global Investors and its predecessor firm Nicholas-Applegate Capital Management. In 2013 she founded her own registered investment advisory firm, EQM Capital LLC.  In addition to her investment advisory and consulting business, EQM Indexes has launched several innovative indices which are licensensed or linked to ETFs including: Online Retail, Blockchain, AR/VR, Brand Value, and Battery Metals & Mining.  Jane holds an MBA in Finance from San Diego State University and a BA from UC Irvine. 

Deborah Fuhr

Managing Partner and Co-founder
ETFGI

Deborah Fuhr is the managing partner and co-founder of ETFGI, an independent research and consultancy firm launched in 2012 in London offering paid for research subscription services: the ETFGI annual research service provides monthly reports on trends in the global ETF and ETP industry, access to the ETFGI database of all ETFs/ETPs listed globally with factsheets which are updated monthly,  ETFGI annual review of institutions and mutual funds that use ETFs and ETPs, the Active ETF landscape report service and the Smart Beta ETF Landscape report service which provide monthly reports on trends in that segment of the market. ... (view full description)

Christopher Gething

CFP
Atherean Wealth Management, LLC

No biography specified

Anton Gorodniuk

Sector Analyst, Financials
Sustainability Accounting Standards Board (SASB)

Anton leads research and standards development for the Financials sector at SASB. This involves keeping abreast of regulatory developments and emerging trends in the sector, as well as maintaining strong relationships with corporate issuers, investors, and other stakeholders that inform the content of SASB standards. He also contributes to standards development by spearheading various projects that involve quantitative data analysis.   Anton joined SASB in 2013 after completing an internship as an equity analyst at Allianz Global Investors in San Francisco, where he conducted quantitative and fundamental research and valuation on selected financial services companies. He has an M ... (view full description)

Jeff Haneline

Partner
Cohen & Company

No biography specified

David Hultstrom

President
Financial Architects, LLC

  For over a decade Mr. Hultstrom has served as president of Financial Architects, a registered investment advisory firm that provides personal financial planning and wealth management services for private clients.   He began his career as a Financial Advisor at a small firm in Florida.  Realizing his clients’ need for more comprehensive financial advice, he worked for several years in the tax field while earning his MBA and was subsequently a Vice President at Wheat First Butcher Singer (now Wells Fargo Advisors) where he was responsible for teaching financial advisors the nuances of various financial planning and investment techniques as well as the latest technology tool ... (view full description)

Paul RT Johnson

Board Member-former
State Universities Retirement System of Illinois

In 1985 he began an execution group trading & filling institutional customer orders until selling the business to ING in 1997. At ING he became Co-Head of Institutional Sales until buyout. In 2001 became CEO of Boston Cabot, a broker dealer that trades futures, as well as, arranges billion dollar loans for hedge funds with ABN & others. Paul was formerly on board of directors of Mid-America Exchange and CBOT, as well as, Chairman of Floors & of Market & Product Development. In this role he forged alliances with other exchanges & companies like- Dow Jones to create the Dow Jones futures products. He rewrote the treasury complex contracts & helped launch Fed Funds futures. Helped with initia ... (view full description)

Nir Kaissar

Columnist
Bloomberg Opinion

No biography specified

Peter Lazaroff

Chief Investment Officer
Plancorp, LLC

Peter Lazaroff, CFA, CFP® is the Chief Investment Officer at Plancorp, a registered investment advisor with over $4 billion in assets under management. Plancorp and helps people get their entire financial house in order and keep it that way forever by engaging in comprehensive financial planning. Peter also serves as the Chief Investment Officer for BrightPlan, a hybrid robo advisor that emphasizes financial planning and is the first robo advisor to be a certified fiduciary by the Centre For Fiduciary Excellence (CEFEX). Peter is a regular contributor to The Wall Street Journal and Forbes. His commentary is also sought out by a wide spectrum of media sources such as The Wall Street Jou ... (view full description)

Craig Lazzara

Managing Director
S&P Dow Jones Indices

Craig Lazzara is global head of index investment strategy for S&P Dow Jones Indices. The index investment strategy team provides researchand commentary on the entire S&P Dow Jones Indices’ product set. Craig previously served as product manager for S&P Indices’ U.S. equity and real estate indices. These include the S&P 500 and the S&P/Case- Shiller Home Price Indices, two of the most widely tracked benchmarks in the world. Prior to joining S&P Indices in 2009, Craig was a managing director of Abacus Analytics, a quantitative consulting firm serving the brokerage and investment management communities. He previously directed marketing and ... (view full description)

Matt Lewis

Head of Capital Markets
American Century

Matt Lewis is vice president and head of exchange traded funds implementation and capital markets for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company’s Mountain View, California office. Matt is responsible for building and managing relationships with ETF liquidity providers and other external ETF participants, as well as speaking with clients on how to trade and invest in ETFs. In addition, he is responsible for partnering with other internal teams to develop the firm’s ETF products and business. Prior to joining American Century Investments in 2017, he headed BlackRock’s iShares broker dealer execution servi ... (view full description)

Emlen Miles-Mattingly

Founder & CEO
Gen Next Wealth

No biography specified

Dave Nadig

Chief Executive Officer
ETF.com

Dave Nadig is the CEO of ETF.com. Previously, Dave was the Director of Exchange Traded Funds at FactSet Research Systems, a position he took when ETF.com divested itself of the ETF data business which he previously ran as ETF.com’s Chief Investment Officer. Dave returned to ETF.com in November 2016, picking up after first joining the firm in 2008. Dave has been involved in researching, reporting and analyzing the investment management industry for more than 20 years, and recently co-authored a definitive book on ETS, “A Comprehensive Guide To Exchange Traded Funds” for the CFA Institute. As a Managing Director at Barclays Global Investors, Dave helped design and marke ... (view full description)

Mona Naqvi

Senior Director
ESG Indices

No biography specified

Chris Natividad

CIO
EquBot

Chris Natividad is EquBot’s CIO. Chris brings more than 12 years of experience in the institutional investment management industry. Previously Chris was an Investment Portfolio Manager for Gilead Sciences and Apple Inc.’s Braeburn Capital. He was responsible for managing multi billion dollar onshore and offshore investment portfolios. Chris’ previous experience also includes investment management and analysis across a variety of asset classes for several financial service firms including Goldman Sachs, and Franklin Templeton. He holds an MBA, BS, and BA from UC Berkeley.
 

Jorge Padilla

Planning & Investment Associate
The Lubitz Financial Group

No biography specified

Ben Philips

CIO
EventShares

Ben Phillips, CFA, oversees research and portfolio management for EventShares, including the flagship U.S. Policy Alpha ETF (PLCY). Mr. Phillips was previously with Goldman Sachs Asset Management, where he had portfolio management responsibilities across several multi-sector total return funds. Prior to GSAM, he held senior investing roles at Providence Equity Partners and Lord Abbett.
 

Sailesh Radha

Principal & CIO
Borealis Global Advisory LLC

Sailesh S Radha is the founder of Borealis Global Advisory and the pioneer of medium-term yield forecast (CY-M), a yield measure, developed from the modified application of Shiller’s PE, called S-CAPE (Smart CAPE), in an international setting. Recently he received a patent from the USPTO for the various pioneering constructs of smart beta index development methodologies. Formerly, he was Vice President at CCM Investment Advisers LLC in Columbia (South Carolina), where he served as Chief International Equity Strategist and Portfolio Manager and conceived the International Stock Valuation Model (I-SVM). He joined CCM after graduating from the Darla Moore School of Business (University of South ... (view full description)

Courtney Ranstrom

Co-Founder & Financial Life Planner
Trailhead Planners, LLC

Courtney is a Co-Founder of Trailhead Planners, a financial life planning firm with offices in Portland, Oregon, and Minneapolis, Minnesota. After working in a larger firm for several years, Courtney and her brother, Morgan, decided to break off and start Trailhead Planners. As fee-only financial planners, they collaborate with individuals and families to develop, execute, and realize their vision of financial freedom. Trailhead Planners also helps its clients employ SRI or Environmental, Social, and Governance (ESG) factors in their portfolios so that their investment choices are coherent with their personal values and aspirations for our global community.   Courtney has been wo ... (view full description)

Rick Redding

CEO
Index Industry Association (IIA)

Mr. Redding spent most of his career in senior leadership roles with The CME Group (CME), a leading provider of benchmark futures and options products and an innovator in futures trading. Rick held the post of Managing Director, Products and Services at CME. In this role he led global sales, product development, and strategic global growth initiatives. He played an integral part in the transition of CMEs ownership stake in Dow Jones Indexes to the S&P Dow Jones Indices joint venture. He also held senior positions in CMEs index products division.

Brian Rice

Portfolio Manager
CalSTRS

Mr. Rice is a Portfolio Manager in the CalSTRS Corporate Governance Department and has been working in the governance group at CalSTRS for over 14 years.   His main areas of focus are integrating sustainability considerations into CalSTRS investment processes, managing the CalSTRS Sustainable Equity Portfolio, an $875 million externally managed public equity strategy that employs fund managers incorporating environmental, social and governance (ESG) factors into their investment analysis, and overseeing the internally managed CalSTRS Low Carbon Index. Mr. Rice’s sustainability integration duties include analyzing potential ESG related risks and developing and implementing appropriate r ... (view full description)

Cullen Roche

Founder
Orcam Financial Group

Mr. Roche is the founder of Orcam Financial Group, LLC, a low fee financial services firm based in San Diego, CA as well as the founder of the popular financial website Pragmatic Capitalism (some articles from Pragmatic Capitalism get syndicated on Seeking Alpha so please see the full site if you don't want to miss articles by Mr. Roche).    Orcam Financial Group, LLC (www.orcamgroup.com) is a low fee financial services firm offering asset management, personal advisory, consulting and educational services. Pragmatic Capitalism (http://pragcap.com) was founded by Cullen Roche in the midst of the financial crisis of 2008. Mr. Roche foresaw many of the events that led up to the cris ... (view full description)

Tyrone Ross

Managing Partner-NBWP
NobleBridge Wealth Management

Tyrone has more than a decade of experience in the financial services industry and is currently managing partner of NobleBridge Wealth Partners. He currently works as a financial consultant to young professionals and early stage startups and has in-depth knowledge around blockchain and cryptoassets. Tyrone is also an established speaker having addressed employees at Etsy, Spotify, Uber and Wyndham as well as students at Columbia, York College, Seton Hall and Montclair State University. Tyrone is a graduate of Seton Hall University and was also a 2004 Olympic Trials qualifier in track and field in the 400 meters. Last year Tyrone was recognized by Wealth Management.com as a top ten advisor se ... (view full description)

Allan Roth

Founder
Wealth Logic, LLC

Allan Roth is the founder of Wealth Logic, an hourly based financial planning and investment advisory firm that advises clients with portfolios ranging from $10,000 to well over $100 million. He is mocked on a semi-regular basis by some financial professionals for his hourly fee model and its obvious inability to make him rich. Roth benchmarks portfolio performance for foundations and other business concerns. Roth is the author of How a Second Grader Beats Wall Street and writes for publications including Financial Planning Magazine, The Wall Street Journal, and AARP. Roth insists that neither his credentials (CFP, CPA, MBA), nor his business experience (McKinsey consulting and officer of me ... (view full description)

Robert Seawright

Chief Investment & Information Officer
Madison Avenue Securities

No biography specified

Ophelia Snyder

Chief Product Officer
Amun

No biography specified

Larry Steinberg

Financial Quarterback
Financial Architects

Larry Steinberg, aka the Financial Quarterback, is a well‐known financial adviser, thought leader, and speaker. Larry is a published author, has been quoted in numerous publications and is a regular speaker at conferences and industry events. Larry serves two roles within Financial Architects. He serves as the firm’s Chief Investment Officer, managing the firm’s investment portfolios as an endowment model advisor, using alternative and traditional investments focusing on after tax returns for IRAs, trusts, qualified retirement plans, donor advised funds and captive insurance. Larry has a strong focus on tax strategy as that is often the client’s largest impediment to growing thei ... (view full description)

Perth Tolle

Founder
Life + Liberty Indexes

Perth Tolle is the founder of Life + Liberty Indexes, an index provider that incorporates human and economic freedom metrics as primary factors in the investment selection process. Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in CA and TX. Prior to Fidelity, Perth lived and worked in Beijing, Shanghai, and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Through her China experience she gained a high level of conviction regarding the impact of sound governance, individual freedoms, and rule of law on economic growth and innovation. Perth serves on the education committee of Texas Wall Str ... (view full description)

John Van Moyland

Co-Head of Financial Products
S&P Kensho Indices

No biography specified

Jack Vogel

Managing Member
Alpha Architect

Jack Vogel, Ph.D., is co-CIO, CFO and a managing member of Alpha Architect, a quantitative asset management and consulting firm to high net worth family offices. Dr. Vogel conducts research in empirical asset pricing and behavioral finance. Dr. Vogel is a co-author of DIY FINANCIAL ADVISOR: A Simple Solution to Build and Protect Your Wealth and QUANTITATIVE MOMENTUM: A Practitioner’s Guide to Building a Momentum-Based Stock Selection System. He has a Ph.D. in Finance and an MS in Mathematics from Drexel University. Dr. Vogel graduated summa cum laude with a BS in Mathematics and Education from The University of Scranton.
 

Cathie Wood

CEO
Ark Investments

No biography specified
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Introduction - Who we are

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

Our Approach to Your Privacy

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).

What Personal Data We Collect & Why

Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.
  • 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).

International Transfers

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.

Retention Periods

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.

How You Can Set Your Data & Privacy Preferences

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.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • 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.

  • 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.

  • 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 Kingdom

    Email: 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.

Protecting Your Data

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.

Third Party Sites

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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