Master SEC Rule 6c-11 compliance requirements for ETFs. Complete guide covering filing and disclosures, ongoing reporting, and best practices for asset managers.

Media spend can often take time to show value, even though asset managers typically look at spend monthly. This means marketers often need to "justify" their existence. Without good attribution frameworks, this can be particularly challenging,

The drone market is experiencing a rapid ascent, fueled by expanding commercial applications, increased military adoption, and a more supportive regulatory environment.

Optimize your index fund rebalancing strategy with expert insights on timing, costs, and frequency considerations for long-term success.

Connective Communication's Jennifer Morgan has written a book, offering key insights into how to be a more effective communicator. Here's what asset managers should know.

VettaFi, a differentiated index provider with modern distribution solutions and a subsidiary of TMX Group, announced today the acquisition of a suite of three indices from Range Fund Holdings and North Shore Indices.

The rise of personalized investing is driving direct indexing growth. Explore how this trend compares to ETFs and what it means for asset managers.

ETF liquidity is changing fast. Discover how market shifts, trading patterns, regulatory changes, and crypto ETFs are reshaping ETF liquidity for asset managers.

Data analytics is reshaping how asset managers distribute ETFs and connect with advisors. Get insights into the tools and techniques driving success.

ESG rules keep changing, but the best asset managers are staying flexible. Find out how they're keeping up with what investors really want.

Billions of dollars are flowing into AI infrastructure, a new investment category focused on funding the physical backbone required for artificial intelligence. This capital supports essential assets like data centers and power plants needed to meet the technology's massive computational demands.

Explore how model portfolios can empower you to deliver consistent investment strategies while improving distribution strategies and supporting your clients' investment goals.

Writing marketing copy can be challenging for even seasoned writers who excel in other mediums. Here are the four most common copy pitfalls and how to avoid them.

ETFs or mutual funds: which are best for your clients? From tax efficiency to cost structure, these 9 strategic factors will help you decide.

Software platforms, evolving from early computing to today's cloud-based, AI-integrated systems, offer attractive investment opportunities

Evan Harp sat down with J.P. Morgan Asset Management's Danius Giedraitis to discuss data, artificial intelligence (AI), and the future of asset management.

Axel Belorde appeared on a webinar covering the European defence boom. Defence investing no longer just industrials. Cybersecurity, AI, and tech play a role.

Increased global uncertainty, especially China's military expansion and regional tensions in the Indo-Pacific, is fueling a surge in defence spending, driving a push for advanced military capabilities and greater self-reliance in the region's defence industry.

Amid escalating geopolitical tensions driven by China's military expansion and regional disputes, the Indo-Pacific defense market is experiencing significant growth and a push for regional autonomy, creating robust investment opportunities in advanced military and cyber defense technologies.

Learn how to calculate ETF index maintenance costs including licensing fees, rebalancing expenses, and admin costs that impact your fund's competitiveness.

The "next phase" of AI infrastructure encompassing data centers, semiconductors, and energy—through new indices like the VettaFi AI Infrastructure Index (VFAII).

As thematics become more relevant, identifying the themes that will shape the future is critical. In the recent Midyear Outlook Symposium, Amplify's CEO Christian Magoon and Xtrackers' Head of DWS Research Institute Robert Bush shared their thoughts on the comeback of thematic ETFs.

Discover why software platforms, from cloud infrastructure to AI-driven solutions, are becoming a dominant force in the market, offering unparalleled scalability, recurring revenue, and robust competitive advantages.

VettaFi sat down with Microsoft's Gaby Marano to dig into data and how asset managers can position their firms to succeed as AI impacts the industry and continues to evolve.

TMX VettaFi acquired European ETF media firm ETF Stream, expanding their distribution capabilities into Europe.

TMX VettaFi expands its global presence to better serve international clients with the acquisition of ETF Stream.

Building a strong brand for ETFs and other financial products takes more than a great logo. Learn real strategies to help your brand connect with investors.

Asset managers need to prepare for EDGAR Next ahead of the September deadline. This guide will help issuers understand the changes and stay in compliance.

The asset management industry has made substantial changes and created new practices that have altered what products are available to investors, how business is done, and even how data is leveraged throughout a product's lifecycle.

Cut unnecessary expenses and optimize your ETF operations with these 7 cost-efficient strategies. Essential reading for fund managers and financial professionals.

This guide shows asset managers how to leverage investor behavior, portfolio trends & fund flows for impactful marketing campaigns. Turn data into your competitive edge.

Data has become essential to all businesses. Asset managers and financial services in general have lagged behind other industries when integrating data into their sales and marketing practices.

Struggling to make your ETF stand out? These 7 innovative ETF marketing tactics will help you attract - and retain - investors.

Launching an ETF requires careful planning. Our best practices guide explains ETF strategy, development, partnerships, regulatory compliance, and more.

Choosing the wrong ETF index service provider can cost you money. Learn how to research, evaluate, and choose the right provider for your product.

Artificial intelligence and robotics are fundamentally reshaping the real estate industry value chain, from design and construction to operations and usage patterns. This transformation represents an opportunity for investors seeking exposure to the convergence of technology and physical assets.

Sponsored content can supplement first-party content and give issuers an added tool to get their products to the investors who could benefit from them.

Breaking through the noise and reaching prospective advisors and investors is harder than ever. In this guide, we provide strategies and tactics to better connect with financial advisors.

The Russian invasion of Ukraine spurred a European shift towards greater defense autonomy. In response to the conflict and concerns about US support, the EU launched the "ReArm Europe/Readiness 2030" plan, a massive initiative to strengthen its defense industry, close capability gaps, and enhance readiness, aiming for less reliance on the US and increased European security.

The benefits of sponsoring and attending industry events and conferences are huge. They offer a chance to connect to clients in-person, share thought leadership, and supplement your digital distribution efforts.

Understand the tax implications and investment strategies behind MLP-focused ETFs and RIC-compliant midstream ETFs.

The Exchange conference contained a host of expertise, but also underscored the importance of human-to-human connection and interaction. Live events could be increasingly crucial in the coming uncertainty.

Brain Coco and Jane Edmondson explore the expanding role of custom indexing, particularly in fixed income and thematic strategies, highlighting the growing demand for tailored investment solutions and the evolving relationship between index providers and asset managers.

VettaFi CMO Jon Fee kicked off the Industry Conclave at Exchange by digging into the key trends and disruptions driving change and growth in distribution.

Private credit offers attractive yields from an alternative asset class that is less correlated with equities and bonds. This diversification benefit can reduce portfolio volatility and improve risk-adjusted results.

VettaFi CMO Jon Fee recently hosted the webcast, "Turn Data Into Sales: Strategies for Asset Managers." The hour-long presentation featured Microsoft Director Gaby Marano and J.P. Morgan Asset Management's Global Head of Business Intelligence & Analytics Danius Giedraitis. This event covered a variety of topics centering around how organizations can evolve their data practices. Here are the six key takeaways:

Watch our on demand webinar to discover actionable strategies for transforming your data into a competitive advantage. You'll learn how to empower your sales and marketing teams, create better client experiences, and stay ahead of the curve with emerging technologies.

In a recent webcast, VettaFi CMO Jon Fee, J.P. Morgan Asset Management's Danius Giedraitis, and Microsoft's Gaby Marano discussed how asset managers can turn data into sales. With data-driven firms gaining competitive advantage, having a healthy data practice is paramount.

Trends and Opportunities in Robotics, AI, and Healthcare Technology

Evan Harp sat down with VettaFi's Head of Index Products Brian Coco and Head of Fixed Income Products Samarth Sanghavi to discuss the recent acquisition of Credit Suisse Indices from UBS.

MLP performance is closely tied to distribution growth, which has improved significantly in recent years due to stronger financial positions and free cash flow generation. Historically, when distributions rise, MLPs tend to perform well, suggesting a positive outlook if growth continues.

TMX VettaFi strengthens its fixed income capabilities with the acquisition of Credit Suisse's Bond Indices from UBS.

The CMO Network recently interviewed VettaFi's Jon Fee. Fee dove deep on the importance of data in digital marketing. Hear his interview and learn more.

Conference activations offer issuers a chance to stand out. This guide covers six essential tips for making the most out of your conference activations.

CMO Views features conversations between VettaFi CMO Jon Fee and other leading CMOs. This inaugural edition focuses on Karrie Van Belle from AGF Investments.

Hear from the experts for a discussion on how asset managers can create engaging, disruptive, and integrated campaigns that take their brand out of the digital screen and into real life.

4th Quarter Commentaries for ROBO, HTEC, and THNQ.

Global defense spending hit $2.4 trillion in 2024, driven by modernization, prolonged conflicts, and NATO's rising GDP targets. Learn how to capture this shift by blending traditional defense firms with innovations in AI, drones, and cybersecurity.

Here are four things you can do to boost the effectiveness of your marketing campaigns and position your brand for long-term success.

Experiential marketing is an often overlooked marketing tool. Event sponsorships create unique opportunities for brands to stand out and connect directly to their prospects and customers. VettaFi's Sarah Alexander shares her favorite experiential marketing events that have stuck with her over the years.

There may be no such thing as a free lunch. But for midstream, there can be instances where operating leverage allows for additional cash flow with little-to-no capital spending.

In recent years, moderate US oil and natural gas production growth has required less infrastructure. Instead of building new projects, companies have often been able to expand existing assets like pipelines or export terminals resulting in more capital-efficient growth.

Looking ahead to 2025, American industry stands at a crossroads, with a policy landscape that appears increasingly favorable for robotics, automation, and AI. The groundwork laid by initiatives like the Biden administration's AI Executive Order suggests that further policy shifts could accelerate these trends.

American depositary receipts (ADRs) allow U.S. investors to buy and sell foreign companies on U.S. stock exchanges, and are perfect for Direct Indexing. VettaFi's suite of ADR Indexes provides a broad range of international coverage using ADR-listed holdings, including developed and emerging markets, as well as full world exposures.

The recent webcast, "Bring your brand to life with event activations" provided insights for how to use live events and experiential marketing. It also debunked several myths about the challenges of live event marketing and spoke to the value of having a combined digital and real life footprint for your brand.

Discover why third party data is essential to enhancing your first party data. Learn how it helps you identify potential customers, fill knowledge gaps, create personalized campaigns, and gain a competitive edge.

Small asset managers must embrace digital marketing to stay competitive, expand their reach, streamline operations, and meet rising demand for tech-driven solutions.

The VettaFi RavenPack Innovation Indexes focus on companies that invest heavily in research and development (R&D). R&D investment drives innovative solutions that can help companies outperform their peers over time.

As markets have become more complex, investors have diversified their sources of information. Webcasts have become a uniquely compelling medium for advisors looking to understand products and tools available to them.

Conferences and live events can be vital for progressing sales goals. Beyond just meeting with your ecosystem partners, conferences can be an ideal venue to get a significant number of client meetings done in one fell swoop.

Data alone is note enough to drive growth and increase efficiency. Issuers need to understand how to leverage data. Behavioral data can help issuers connect to the right prospects at the right time.

There are more products and issuers than ever before. Those asset managers that want to stand out need to use every tool at their disposal. In today's data-driven world, that means behavioral data is key. Read more.

It's exciting when the financial services community comes together to learn from one another. VettaFi hosts several virtual events on a weekly basis with leading asset management companies and practitioners.

VettaFi's acquisition of iNDEX Research and Development (iNDEX Research) has added new offices in EMEA time zones, expanded our reach by three continents, and now boasts an even wider range of indexing capabilities, including global fixed-income and multi-asset class solutions.

In the rapidly expanding ETF community, it can be hard to stand out. So it is with pride and gratitude that TMX VettaFi shares that it received three ETF Express awards last week.

Explore long-term outperformance while affording downside protection, through a New Quality Factor.

TMX VettaFi adds a proven provider to its comprehensive ETF solution business, increasing its access to EMEA markets and strengthening its equity and fixed income capabilities.

Historically, the defence sector has been responsible for many ground-breaking technological advances, from the internet and computers to drones and GPS. Western nations have invested heavily in research and development in order to modernise their defence capabilities, equipping it for the future of defence.

Quality is one of the fundamental factors in the library of factor investing whose origins can be traced back to the widely respected book, "Security Analysis" by Benjamin Graham and David Dodd, published in 1934. The long-term outperformance of the quality factor is well-documented in financial literature. This research paper focuses on Profitability and Solvency ratios as well as reexamine the application of a new quality factor.

Successfully marketing a new product means engaging with a full funnel approach. Issuers and asset managers need to use a multi-pronged marketing strategy to achiever best results.

GLP-1 drugs are proving to be a breakthrough treatment for weight loss, promoting reductions in body weight by 10-20% and reducing consumption volumes by as much as 50%. GLP-1 drugs are expected to disrupt not just health care, but many other sectors and industries.

The advent of artificial intelligence (AI) is disrupting every organization, industry groups, and all aspects of our lives. The race to acquire top AI startups began with technology leaders such as Alphabet, Apple, Meta, and Microsoft dominating the space.

From the earliest agricultural machinery to today's high-speed welding robots used in manufacturing, we have been automating dull, dirty, and dangerous work for nearly a century. But the realms robotics have recently entered have far exceeded what humans previously imagined possible.

Historically, the defence sector has been responsible for many ground-breaking technological advances, from the internet and computers to drones and GPS. Western nations have invested heavily in research and development in order to modernise their defence capabilities, equipping it for the future of defence.

One form of thematic investing looks to capitalize on sector and industry disruption. Often that involves predicting the future and anticipating which companies will be disruptors and which ones will be disrupted. Another form of thematic investing involves identifying mega trends in the market, such as economic supercycles and demographic shifts.

An investment in energy infrastructure is an investment in North America's continued production and consumption of transportable energy over the next several decades. Energy infrastructure companies own the pipelines, storage tanks, and processing facilities critical to the energy supply in North America, as well as export facilities that help meet growing global energy demand.

An investment in energy infrastructure Master Limited Partnerships (MLPs) is an investment in North America's continued production and consumption of transportable energy over the next several decades. An MLP has the liquidity of a publicly traded company as well as an advantageous tax structure that allows MLPs, like all partnerships, to pay no federal taxes at the company level.

Healthcare is at the very beginning of a dramatic, technology-driven revolution that is transforming the industry as we know it. The convergence of robotics, machine intelligence, and life sciences has enabled breakthrough advancements that touch every aspect of healthcare.

Pre-pandemic, online retail had permanently disrupted the traditional brick-and-mortar store retail landscape by replacing "bricks" with "clicks". But the pandemic further accelerated and enhanced digital trends already in place. In addition, new innovations, shopping habits, and categories of online shopping were born from the pandemic, creating even more disruption for traditional brick- and-mortar retailers.

Electric vehicles are just one driver of battery metal demand. Lithium-ion batteries also power many consumer devices such as smartphones, tablets, and other mobile devices.

The healthcare sector is on the cusp of a transformative period, fueled by technological advancements, shifting demographics, and a growing emphasis on controlling continuously increasing costs. As we navigate the post-pandemic landscape, the outlook for the industry remains cautiously optimistic, with several key trends shaping its future.

Learn how the VettaFi Dividend Initiators Index Suite can provide both growth and income.

Three index ideas that can provide a blueprint to success by capturing elements like underutilized growth potential, decreasing operating costs, or increasing efficiency.

Discover growth potential with VettaFi's Demographic Dividend Growth Indexes, focusing on countries with young workforces for explosive market opportunities.

Learn how VettaFi partners with issuers to create an investment product that stands out in a crowded marketplace.

Throughout a product lifecycle, asset managers need to juggle a host of challenges. Setting up a product for success requires an alchemy of choosing the right index, finding a strategy to stand out in a crowded market place, and leveraging a full funnel marketing approach to achieve goals in the short and long term.

VettaFi is the only issuer services provider that supports the entire product life cycle, setting it apart from other providers.

GLP-1 drugs are a disruptive economic force, with Goldman Sachs estimating the market for GLP-1 drugs will grow to $100 billion by 2030. These new anti-obesity drugs could see a patient population as high as 70 million, resulting in an increase in U.S. GDP levels by as much as 1% in the coming years.

Discover how VettaFi's benchmark series empowers issuers to navigate regulatory changes with ease while optimizing fund performance.

January 2, 2024 (TORONTO) - TMX Group Limited (TMX Group) today announced it has completed the acquisition of the remaining approximately 78% of the common units of VettaFi Holdings LLC (VettaFi), a leading US-based, indexing, digital distribution, analytics and thought leadership company.