Advisor Perspectives, Director
Aldrich Wealth, Chief Investment Officer
Allen Investment Advisors, Managing Director
Alpha Architect, Chief Investment Officer
Ambassador Wealth Management, Wealth Manager
American Century Investments, Senior Vice President, Head of ETFs
American Century, Head of Capital Markets
Ameriprise, Financial Advisor
Ameriprise, Financial Advisor & Franchise Owner
Ameriprise, Private Wealth Advisor
Amplify ETFs, Founder & CEO
Amun, Chief Product Officer
Anamark Capital Advisors, President
Andorra Investment Management, Founder & President
Andrew Marshall Financial, LLC, Principal
Ark Investments, Chief Executive Officer
Atherean Wealth Management, LLC, Founder and Managing Member
Aurora General Employees Retirement Plan, Chairman
AVR Advisors LLC, Portfolio Manager
Barnett Financial Planning, Financial Advisor
Beam Capital Management, Portfolio Manager & Asset Allocation Strategist
Berknell Financial Group, Founder & Financial Advisor
Betterment, Director of Investing
Bleidorn Tax & Investment Services, LLC, Financial Advisor & CPA
Bloomberg Intelligence, Analyst
Bloomberg Opinion, Columnist
Bloomberg, Index & Portfolio Specialist
Bloomberg, Index Business Manager
BMO Global Asset Management, Global Head of ETFs and Chief Investment Officer
BNY Mellon Wealth Management, Senior Wealth Manager
BNY Mellon Wealth Management, Vice President, Senior Director
BNY Mellon, Director of ETF & Structured Products
BNY Mellon, Managing Director
Borealis Global Advisory LLC, Principal & CIO
Boys & Girls Clubs of Capistrano Valley, Executive Director
Broadmark Asset Management, LLC, Co-Chief Executive Officer
Bull Oak Capital, Chief Executive Officer & Portfolio Manager
Burlington Employees' Retirement System, Advisor & Former Chair
Butler County, Pennsylvania, Controller/Trustee
Cal Poly Pomona, Professor
California Baptist University, Professor of Finance
California Masonic Grand Lodge, Advisor
California State University Dominguez Hills, Professor of Finance
California State University, Finance Professor, Financial Analytics & Modeling Practitioner
CalSTRS, Portfolio Manager
Cambria Investment Management, Chief Operating Officer & Portfolio Manager
Canterbury Consulting, Vice President
Catalyst Wealth Advisors, Founder
CFA Society Orange County, President
Chamberlain Associates, Principal
Chapman & Cutler LLP, Partner
Charles Schwab, Manager- Product Management
Churchill Management Group, EVP
City of Aliso Viejo, Director of Financial Services/City Treasurer
City of Sacramento and Land/Henschel Endowment Fund, Commissioner
Claraphi Advisory Network, LLC, Chairman and Chief Executive Officer
Clearsight Wealth Management, Inc., Investment Advisor
Clearview Financial Planning Group, Financial Planner
Clearview Wealth Management, Financial Planner
Cohen & Company, Partner
D.A. Davidson & Co., Certified Wealth Strategist
D.A. Davidson & Co., Financial Advisor
Define Financial, Founder & CEO
Defoe Redmount, Managing Director
Defoe Redmount, Managing Partner
Denali Advisors LLC, Research Analyst
Deutsche Bank Securities, Head of ETF Sales
Digital Wealth, LLC, Founder
DTCC, Executive Director
Durso Wealth Management Group, Financial Advisor
Dwyer Financial, Principal
Eclectic Associates, Financial Advisor
Efficient Market Advisors, Advisor
Efficient Market Advisors, Senior Portfolio Manager
Elevate Financial, Managing Principal
Emerald Asset Management, Vice President
EP Wealth Advisors, Director of Client Experience
EQM Capital and Indexes LLC, Founder & Chief Executive Officer
EquBot AI, Chief Operating Officer
EquBot, Chief Investment Officer
Espinoza Private Wealth Manangement, Senior Financial Advisor
ETF Advisors, Founder
ETFGI, Managing Partner and Co-founder
ETFLogic, Data Scientist
ETFLogic, Investment Advisor
EventShares, Chief Investment Officer
Exponential ETFs, Chief Executive Officer
Fidere, Founder and CEO
Financial Architects, Financial Quarterback
Financial Architects, LLC, Co-Founder, Senior Wealth Manager
Financial Architects, LLC, President
Fire & Police Pension Association of Colorado, Trustee
First Interstate Wealth Management, Senior Portfolio Manager
Florentez Investment Management, Principal
FM Capital Group, Chief Investment Officer
Foreside Financial Group, Director
Foreside Financial, Senior Director, Client Development
Gen Next Wealth, Founder & CEO
Georgia Peace Officers Annuity Fund, Secretary-Treasurer
Giordano Wealth Management Group: UBS, Associate Director, Senior Wealth Strategy Associate
Global Wealth Management, Managing Director
Globe Corporation, Chief Financial Officer
Golden Gate Advisors, Inc., Managing Director
Greene Wealth Management, Chief Investment Officer
Gregory FCA Communications, President, Financial Services
Grove Wealth Management, Managing Director & Partner
Hartford Funds, Investment Director
Hartford Investment Management Company, Portfolio Analyst
HFS Wealth Advisors, Chief Investment Officer
Holbrook Global Strategies, Principal & Founder
HPM Partners LLC, Partner
IATSE 33 Pension Trust, Trustee
Index Industry Association (IIA), Chief Executive Officer
Invesco PowerShares, Director, Global Market Strategist
Invesco, Media Relations Manager
Invesco, Senior Director, Equity ETF Strategy
J.P. Morgan Asset Management, Head of ETF Distribution
J.P. Morgan Securities, Financial Advisor
Japan Exchange Group, Inc., Chief Representative & General Manager
Japan Exchange Group, Inc., Tokyo Stock, Deputy General Manager
JK Financial Services, Financial Planner
JM Tsai Asset Management, MP
Lake Avenue Financial, Chief Executive Officer
Life + Liberty Indexes, Founder
Lifepro Asset Management llc, Investment Advisor Representative
LongRun Capital Management LLC, Managing Partner
Lorintine Capital, Vice President
LPL Financial, Investment Advisor Representative
LPL Financial, Registered Rep and Sr. Product Analyst
Lunt Capital Management, Inc., President
M Wealth Management, Managing Partner
Madison Avenue Securities, Chief Investment & Information Officer
Manning Wealth Management, Inc., Financial Advisor
Marquette Wealth Management, Managing Director, Chief Investment Officer
McCartney Wealth Management LLC, President
Merrill Lynch Global Wealth Management, Senior Financial Advisor, Vice President
Merrill Lynch Wealth Management, Financial Advisor
Merrill Lynch, Pierce, Fenner & Smith Inc., Senior Portfolio Advisor, Financial Advisor
Merrill Lynch, Senior Financial Advisor
Merrill Lynch, Vice President
Miller/Howard Investments, Director of Marketing/Product Development
Miracle Mile Advisors, Managing Director
Modiri Asset Management, President
Morgan Stanley Wealth Management, Executive Director Wealth Management
Morgan Stanley, Executive Director, Financial Advisor
Morgan Stanley, Senior Investment Management Consultant, U.S. Government Entity Specialist & Portfolio Manager
Morgan Stanley, Senior Vice President, Portfolio Manager
MSCI, Managing Director & Global Head of Index and ESG Research
My 529, Senior Director for Strategy & Business Development
Ned Davis Research, Inc, ETF Strategist
NobleBridge Wealth Management, Managing Partner-NBWP
Northwest Financial & Tax Solutions, Senior Vice President and Portfolio Manager
Olympic Wealth Advisors, Financial Advisor | Director of Financial Planning
Optimus Advisory Group, Chief Investment Officer
Orcam Financial Group, Founder
Palo Capital, Co-Chief Investment Officer
Performance Investment Management, Founder & CIO
Phocus Financial, Financial Professional
Plancorp, LLC, Chief Investment Officer
Purview Investments, Founder
Rabin, Barkat & Associates, Private Wealth Advisor & Managing Director
Rainmaker Securities, Registered Rep
Raymond James, Financial Advisor
Raymond James, Managing Director, Closed-End Fund and ETF Research
Raymond James, Senior Vice President, Investments
RBC Wealth Management, Financial Advisor
Redmount Capital Partners, Chief Investment Officer
Research Affiliates, LLC, Chairman & Chief Executive Officer
Research Affiliates, Vice President
Rick Ferri, LLC., Founder & Member
Riskalyze, Chief Executive Officer
RLS Wealth Management, Founder & Financial Advisor
RLW Associates/The Chicago Financial Planner, Financial Advisor, Freelance Writer and Finance Blogger
RMF Consulting, LLC, Owner/Advisor
S&P Dow Jones Indices, Director, Financial Advisor Channel
S&P Dow Jones Indices, Managing Director
S&P Dow Jones Indices, Senior Director, Custom Indices
S&P Dow Jones Indices, Senior Director, ESG Indices
S&P Dow Jones Indices, Vice President
S&P Kensho Indices, Co-Head of Financial Products
Salt River Project-Funds Administration, Senior Treasury Analyst
San Diego County Employees Retirement Association, Committee Member/Trustee
Scarbrough Financial Group, LLC, Financial Consultant
Second Look Financial, LLC., Financial Advisor
Secure Retirement Advisors, LLC., President, CEO
Shah & Associates: Ameriprise Financial Services, Inc., Financial Advisor, Business Financial Advisor
Signature Estate & Investment Advisors, LLC, Financial Advisor
Spinnaker Investment Group, LLC, Chief Executive Officer & Chief Investment Officer
State Universities Retirement System of Illinois, Board Member-former
Stone Steps Financial, Founder
STOXX Ltd., Head of Sales, Senior Managing Director
STOXX Ltd., Product Development Manager
Stringer Asset Management, LLC, President, CIO
Sun Capital Management, Vice President
Sustainability Accounting Standards Board (SASB), Sector Analyst, Financials
Sutro Advisors, Financial Advisor
SVL Investment Management, Wealth Manager
Synergy Wealth Management, President
Syzygy Financial LLC, President & CIO
Tarbox Family Office, Chief Investment Officer
Tedstrom Wealth Advisors, Wealth Advisor
Tempus Wealth Planning, Managing Partner, Finacial Advisor
Tennessee Consolidated Retirement System, Senior Quantitative Analyst / Portfolio Manager
The Financial Services Network, Managing Partner & Chief Investment Strategist
The Lubitz Financial Group, Planning & Investment Associate
The Tilted Funds Group, Managing Member
The Wall Street Journal, Contributor
Thompson Hine LLP, Partner
TK Pacific Wealth Management, Founder
TMX, Head, Institutional Equity Derivatives sales
Trailhead Planners, LLC, Co-Founder & Financial Life Planner
Turtle Signature Management, LLC, Chief Executive Officer
U.S. Bank Global Fund Services, LLC, Senior Vice President
UBS Financial Services Inc., Vice President - Wealth Management
UBS Institutional Consulting Group, Partner
UBS Wealth Management, Senior Vice President - Investments, Senior Portfolio Manager
University of Texas Law School, Allan Shivers Chair in Law
US Bank, VP-Senior Portfolio Strategist
USAA, Assistant Portfolio Manager
USAA, Wealth Manager
USCF, President & CEO
Utah Educational Savings Plan, Executive Director
Van Eck Global, Portfolio Manager, Fixed Income ETFs
Vanguard, Relationship Manager
Vanguard, Senior Investment Consultant
Vanguard, Senior Relationship Manager
Vermont Pension Investment Board, Vice Chair of Burlington Pension & Board Member of VT Pension
Vert Asset Management, Chief Executive Officer & Co-Founder
Vestcor Inc., Portfolio Manager
VR Trader, Associate Producer
Waddell & Reed, Financial Advisor
Wealth Logic, LLC, Founder
Wealthstreet Investment Advisors, LLC, Managing Director, Portfolio Manager,
Wedbush Securities Inc., Independent Financial Advisor
Wells Fargo Advisors, LLC, Financial Advisor
Wells Fargo Advisors, LLC, First Vice President - Investments
Wells Fargo Advisors, LLC, Managing Director - Complex Manager
Wells Fargo Advisors, Managing Director - Investments
Wells Fargo Private Bank, Senior Portfolio Manager, Head of Social Impact Investing
White Oak Global Advisors, Managing Director
Woodbury Financial Services, Financial Advisor
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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 firstname.lastname@example.org 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.
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.
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:
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
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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