VettaFi
VettaFi offers data-led solutions, indexing services, and digital distribution for issuers and advisors, with $35 billion in linked product AUM. The company also publishes investment news and hosts Exchange, a major finance conference.
Company Overview
VettaFi is a company that offers a range of data-led solutions tailored for firms, practices, or businesses. Based out of New York, their services cater to issuers and advisors. They provide indexing services with $35 billion in linked product AUM tracking their indexes, publish investment news and trends, and offer advanced research tools. VettaFi recently acquired EQM Indexes and completed its first independent audit aligned with IOSCO Principles for Financial Benchmarks.
Data and Analytics Services
VettaFi specializes in providing data and analytics services that focus on investor behavior data and industry-leading tools. These services empower businesses to make informed decisions, optimize strategies, and track investment trends effectively. Their offerings include sophisticated data analysis and insights into market behaviors, helping firms stay ahead in competitive financial landscapes.
Digital Distribution Services
With a focus on data-driven omnichannel marketing, VettaFi's digital distribution services are designed to enhance reach and engagement for issuers and advisors. These services include the implementation of targeted marketing strategies that leverage comprehensive data analytics to enhance digital presence and impact.
Indexing Services
VettaFi offers comprehensive indexing services, managing $35 billion in linked product AUM that track their indexes. These indexes are fundamental for various financial products and services, providing a reliable benchmark for performance measurement. VettaFi's strong emphasis on compliance is underscored by their completion of an independent audit with IOSCO Principles for Financial Benchmarks.
Conferences and Events
VettaFi hosts Exchange, the largest in-person conference for finance professionals. This event serves as a hub for industry leaders, advisors, and issuers to network, share knowledge, and explore emerging trends in the financial sector. The Exchange conference is a key initiative by VettaFi to foster community and professional development within the finance industry.
Publications and Research Tools
VettaFi publishes valuable investment news and trends through notable platforms such as Advisor Perspectives and ETF Trends. In addition, VettaFi provides robust research tools dedicated to ETF research, data analytics, and portfolio management, which are integral for investment professionals seeking in-depth market insights and efficient portfolio strategies.