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Rating:A Publisher Enters Portfolio Management Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, November 22, 2013

A Publisher Enters Portfolio Management

Reported by Tommy Fernandez

Everybody's an asset manager these days.

IndexUniverse, the publisher articles, analytics and other research related to indexing and ETFs, has entered into a partnership with Index Strategy Advisors to develop ETF portfolios.

Under the terms of the agreement, ISA will leverage IndexUniverse’s market-leading ETF Analytics and due diligence platform to select ETFs for clients, based on ISA’s proprietary asset allocation models.

“We’re excited to be a part of Index Strategy Advisor’s growth,” stated Matt Hougan, president of Analytics & Publications at IndexUniverse. “James McDonald and his team at ISA were among one of our noted top 10 rising stars in the advising space in 2012, and they’ve laid out a solid plan in bringing ETFs to a much broader audience that stands to benefit hugely from the transparency and simplicity offered by ETFs.”

IndexUniverse ETF Analytics and reports will be available to all ISA clients through ISA’s client portal. Potential ISA clients will also have the ability to receive second opinions on their current portfolios, with IndexUniverse’s ETF Analytics and data powering the comparison tools developed by ISA.

“When we learned about IndexUniverse’s ETF Analytics service and began to develop a relationship with their team, we saw a huge opportunity in utilizing their research and data to reach our current and potential clients,” stated James McDonald, CEO of Index Strategy Advisors. “The ability to leverage our strategy in client outreach, coupled with IndexUniverse’s thorough research and analysis, will allow us to introduce ETFs to a new audience of investors.”

Here is the press release:
Company Press Release

IndexUniverse and Index Strategy Advisors Announce Partnership to Build and Deliver High-quality ETF Portfolios to Clients

ETF assets under management are surging this year, rising 38% year-to-date to hit $1.64 trillion in the U.S. alone (source: IndexUniverse monthly ETF Flows). The joint partnership will combine IndexUniverse’s deep expertise and knowledge in the ETF industry with ISA’s dedication to achieving client goals through the use of ETFs.
?"We're excited to be a part of Index Strategy Advisor's growth." - Matt Hougan, President of Analytics & Publications at IndexUniverse?


San Francisco and Houston: November 21, 2013 IndexUniverse LLC and Index Strategy Advisors (ISA) today announced the launch of a partnership to build and deliver high-quality ETF portfolios to clients. Under the terms of the agreement, ISA will leverage IndexUniverse’s market-leading ETF Analytics and due diligence platform to select ETFs for clients, based on ISA’s proprietary asset allocation models.

ETF assets under management are surging this year, rising 38% year-to-date to hit $1.67 trillion in the U.S. alone. Investors are increasingly attracted to the funds, which offer lower costs, more flexibility and greater tax efficiency than traditional mutual funds.

“We’re excited to be a part of Index Strategy Advisor’s growth,” said Matt Hougan, president of Analytics & Publications at IndexUniverse. “James McDonald and his team at ISA were among one of our noted top 10 rising stars in the advising space in 2012, and they’ve laid out a solid plan in bringing ETFs to a much broader audience that stands to benefit hugely from the transparency and simplicity offered by ETFs.”

As advisors continue to adopt ETFs into client portfolios, dependable due diligence and analysis has become a key factor in the construction and communication of ETF strategies. Those advisory firms that have the ability to effectively communicate with their clients, while navigating the vast and continuing growth of offerings available in the ETF space, stand to excel.

The joint partnership will combine IndexUniverse’s deep expertise and knowledge in the ETF industry with ISA’s dedication to achieving client goals through the use of ETFs.

“When we learned about IndexUniverse’s ETF Analytics service and began to develop a relationship with their team, we saw a huge opportunity in utilizing their research and data to reach our current and potential clients,” said James McDonald, CEO of Index Strategy Advisors. “The ability to leverage our strategy in client outreach, coupled with IndexUniverse’s thorough research and analysis, will allow us to introduce ETFs to a new audience of investors.”

IndexUniverse ETF Analytics and reports will be available to all ISA clients through ISA’s client portal. Potential ISA clients will also have the ability to receive second opinions on their current portfolios, with IndexUniverse’s ETF Analytics and data powering the comparison tools developed by ISA.

“ISA is a good story, and we’re delighted to undertake this partnership with them. We’re pleased our service is an integral part of how they design portfolios, and will provide an added benefit to their clients,” said Jim Wiandt, CEO of IndexUniverse. “We look forward to a long and successful partnership with the ISA team and their clients.”

About IndexUniverse

?Founded in 2001, IndexUniverse is the world’s leading independent authority on exchange-traded funds (ETFs), indexes and index funds. Its flagship service, IndexUniverse ETF Analytics, offers investors the only institutional-caliber research tool designed specifically for ETFs. IndexUniverse aims to provide the industry’s best news and insight both online (through IndexUniverse.com and IndexUniverse.eu) and in print (through the award-winning ETF Report, Journal of Indexes and Journal of Indexes Europe). IndexUniverse also hosts the world’s largest events focused on ETFs and indexes, including Inside ETFs, Inside ETFs Europe, Inside Commodities, Inside ETFs Trading and Inside Fixed Income.
 

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