Essential guide for asset managers on fixed income indices. Learn index types, evaluation criteria, and key pitfalls to avoid.

While the growth of actively managed ETFs has dominated the headlines recently, the lion's share of industry assets remains in index-based products. Despite being passive, they are far from static.

The convergence of AI-driven autonomy and evolving regulatory landscapes is transitioning drone technology from niche military applications to essential global infrastructure, offering a unique "asymmetric" opportunity for forward-looking investors.

In mid-March, the Exchange conference offered a treasure trove of takeaways for asset managers. Hear what ETF thought leaders and experts think about creating product success in 2026 and beyond.

For issuers, launching an ETF is more challenging than ever. At Exchange, the session "Tracking the ETF Flight Path: Concept to scale" explored how to align index design, product strategy, and distribution before day one.

HANetf has launched the Ukraine Reconstruction UCITS ETF (UKRN), a thematic strategy tracking a VettaFi index of companies positioned to drive and support Ukraine's long-term economic recovery and rebuilding efforts.

On Sunday, March 15th at the Exchange conference, SS&C ALPS' Paul Baiocchi, T. Rowe Price's Chris Murphy, and TMX VettaFi's Sebastian Jakob and Cinthia Murphy take measure of what ETF success looks like in 2026.

Review how we kicked off 2026 with strategic acquisitions, the launch of innovative thematic and fixed income indices, and enhanced digital reporting tools for granular advisor engagement and lead intelligence.

VettaFi announced the acquisition and comprehensive rebranding of the Global Listed Infrastructure Organisation ('GLIO') family of indices. These indices provide the clearest available exposure to globally listed companies which own and/or operate infrastructure assets.

VettaFi recently announced the acquisition of the Global Listed Infrastructure Organisation (GLIO) family of indices.

The European UCITS ETF market presents an enormous set of opportunities for asset managers, but can be challenging to enter. Here's how issuers can establish a presence for their products.

Learn how top asset managers use behavioral analytics to boost investment outcomes. Tips for analyzing investor behavior and optimizing portfolio strategy.

VettaFi's Thematic Rotation Index offers a disciplined, factor-based strategy to navigate 2026's evolving market trends, outperforming major benchmarks by focusing on high-momentum themes like GLP-1s and quantum computing while minimizing overlap with the S&P 500.

Everything asset managers need to know about ETF market makers: evaluation criteria, agreement terms, KPIs, and strategies for optimal liquidity support.

The convergence of robotics, Ai, and healthcare innovations is driving a global technological revolution that will redefine industry operations and societal well-being as we move into 2026 and beyond.

Asset managers need more than index licensing. Explore how leading providers deliver customized indices, regulatory insights, and engagement strategies.

Asset managers can achieve a competitive advantage and avoid wasteful spending by implementing a robust marketing attribution framework that balances long-term brand building with short-term sales conversions.

Stablecoins are digital assets pegged to a stable value, like the U.S. dollar, that leverage blockchain technology for faster, cheaper, and more accessible global payments. Fueled by explosive market growth and foundational new regulations like the GENIUS Act, this ecosystem is rapidly expanding and set to challenge traditional financial systems.

VettaFi strategic advisor Morten Paulsen projects a tech-driven industrial up-cycle in 2026, where persistent labor shortages and advancements in physical Ai are expected to drive U.S. robot shipments toward record highs.

The robotics industry is undergoing a Cambrian explosion of innovation as hardware and AI converge to transform machines from factory-floor tools into intelligent agents capable of reshaping global production, national security, and the physical world.

The VettaFi Nuclear Renaissance Index (NUKZX) began 2026 with strong performance, illustrating the value of a diversified strategy in capturing growth from technology partnerships and government support.

Discover how VettaFi's Thematic Rotation Index family uses systematic factors like quality and momentum to provide a turn-key solution for navigating today's most durable megatrends.

Learn how authorized participants drive ETF creation, redemption, and liquidity. Essential guide for asset managers navigating AP relationships and operations.

Explore some of the research driving index strategies in 2025, including insights on gold miners, how AI enhances real estate, and the critical tax nuances of energy infrastructure ETFs.

Building and maintaining a successful product can be a daunting challenge, but these insights were repeatedly leveraged by asset managers looking for nuanced, actionable information. Here were our most important articles from the previous year.

We're closing the year with a dual focus: sharper investment strategies and improved distribution tools. Check out our latest high-conviction ETF launches and enhanced advisor lead-gen tech.

Gold has long served as a safe haven and inflation hedge. Learn how gold miners offer a leveraged play, and why investing through a carefully screened index can provide targeted exposure.

Evan Harp sat down with Ozzie Solares, Global Head of Media and Analytics at J.P. Morgan Asset & Wealth Management, to talk about attribution.

Conference sponsorships give asset managers opportunities to connect with advisors and get business done over a condensed period of time. They are excellent venues for raising brand awareness, showing off new products, and generating sales opportunities. 

Massive, long-term public and private investments are proposed across key sectors—defense, energy, and infrastructure—to achieve European strategic autonomy and industrial self-sufficiency.

Compare ETF wrappers and evaluation criteria for your investment strategy. Expert guide covering costs, regulations, and strategic alignment for asset managers.

A recent advisor poll indicates that the investment case for nuclear energy is multifaceted, led by the growth potential of small modular reactors and the sector's role as an artificial intelligence adjacency, while remaining grounded in its core strengths of reliability and carbon-free power.

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 Range Nuclear Renaissance Index (NUKZX) provides a diversified approach to the nuclear energy sector by balancing high-potential advanced reactor developers with stable utilities and services while intentionally limiting exposure to the volatility of uranium mining.

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.

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.

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.

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

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.