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The investment industry is always searching for ways to make investing, hedging and asset allocation easier and more efficient. For the past decade, exchange-traded funds (ETFs) have provided a flexible trading vehicle for various investment programs and opportunities. ETFs, which take the concept of a basket of securities and add valuable stock-like trading characteristics, allow investors to gain broad-based exposure across global markets.
For 119 years, Northern Trust have been partnering with our clients to offer sophisticated solutions to an extensive range of investment aims and objectives. Now, Northern Trust has further refined the ETF universe with Northern Exchange Traded Shares (NETS™), offering a suite of broad-based equity ETFs based on the most widely recognized names in regional and country indices from around the globe.
With the increased transparency and trading flexibility of ETFs and the recognized investment capabilities of Northern Trust, NETS™ brings a new suite of fundamental investment vehicles that tailors risk, keeps costs low and brings the authentic exposure to the kind of international investing that is truly global – through partnerships with globally recognized index providers and exchanges.
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ProShares is the nation’s fifth-largest ETF provider and is part of the $28 billion ProFunds Group, which includes 64 ETFs and more than 100 ProFunds mutual funds. ProFunds Group manages approximately 85% of the nation’s short and leveraged ETF and mutual fund assets (as of May 31, 2008).
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Since 1968, SEI has organically grown into one of the industry’s premier leading outsourcer. We leverage our expertise, technology innovations and comprehensive outsourcing services to support a full range of investment vehicles, including mutual funds, ETFs, Collective Trusts, SMAs, institutional and private client accounts, and alternative investments.
SEI is in a unique position to successfully help firms in the ETF marketplace - from investment managers launching a new ETF fund to experienced industry players looking to leverage an efficient, integrated operating model for their existing ETFs. Through SEI’s proprietary ETF processing technology and distribution expertise, money managers can focus on investment related activities, utilizing the broad, extensive resources of SEI to handle their processing, marketing and distribution needs.
SEI’s scalable operational environment allows investment managers to effectively launch new products without the costly burden of integrating services and technology. We also enhance your competitive advantage by providing industry insights and knowledge, transforming your data into meaningful and actionable information, and creating effective growth strategies. We help you succeed.
SEI offers an integrated, one-stop solution that encompasses:
§ Fund accounting and administration
§ Authorized Participant (AP) processing
§ Custody and transfer agent
§ Distribution services
§ Compliance support
1 Freedom Valley Drive, Oaks, PA 19456; www.seic.com/ims Contact: Gary Harris, National Sales Director; phone: 610/676-1270; email ManagerServices@seic.com
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ALPS offers a full-service partnership to investment advisers seeking truly tailored fund services. Our services are designed to meet your needs and our consultative approach provides an integrated, client-oriented alliance.
Clients experience a seamless extension of their own workforce as they outsource services to ALPS. Our turnkey package includes administration, compliance, creative services, distribution, fund accounting, marketing, medallion distribution, shareholder servicing, tax administration and transfer agency services to open-end, closed-end, exchange traded funds(ETFs) and hedge funds.
Some of the ETF/closed-end fund clients we currently work with include the Select Sector SPDRs, United States Oil Fund, Alpine Closed-End Funds, Clough Global Closed-End Funds, Liberty All-Star Funds, Reaves Utility Income Fund, and the Macquarie Global Infrastructure Fund.
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Claymore Securities, Inc. is a privately-held financial services company offering unique investment solutions for financial advisors and their valued clients. In April 2007, Claymore established the exchange-traded fund (ETF) Group as a focused business unit with a dedicated sales force along with product and marketing support.
Claymore’s U.S. ETF Group surpassed the $1 billion mark in assets under management in just 10 months. Claymore first entered the ETF market in September 21, 2006, with the launching of five ETFs; as of September 30, 2007 the ETF Group has 33 ETFs that trade either on the American Stock Exchange (AMEX), New York Stock Exchange (NYSE) or the New York Stock Exchange Arca (NYSE Arca).
As of September 30, 2007, Claymore entities have provided supervision, management, servicing or distribution on approximately $18.4 billion in assets through closed-end funds, unit investment trusts, mutual funds, and exchange-traded funds. Claymore Advisors, LLC, an affiliate of Claymore Securities Inc., serves as investment adviser to the ETFs. For more information on Claymore Securities, Inc. please visit http://www.claymore.com.
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Dow Jones Indexes is a leading full-service index provider that develops, maintains and licenses indexes for use as benchmarks and as the basis of investment products. Best known for the Dow Jones Industrial Average, Dow Jones Indexes offers more than 130,000 equity indexes as well as fixed-income and alternative indexes, including measures of the hedge fund and commodity markets. Dow Jones Indexes is co-owner of the Dow Jones STOXX Indexes, the world’s leading pan-European indexes, and together with Wilshire Associates provides the Dow Jones Wilshire Global Index family, which is anchored by the Dow Jones Wilshire 5000 and covers more than 12,000 securities in 58 markets. Dow Jones indexes are maintained according to clear, unbiased and systematic methodologies that are fully integrated within index families.
Dow Jones Indexes is a unit of Dow Jones & Company (www.dowjones.com), a subsidiary of News Corporation (NYSE: NWS, NWS.A; ASX: NWS, NWSLV; www.newscorp.com). Dow Jones is a leading provider of global business news and information services. Its Consumer Media Group publishes The Wall Street Journal, Barron's, MarketWatch and the Far Eastern Economic Review. Its Enterprise Media Group includes Dow Jones Newswires, Factiva, Dow Jones Client Solutions, Dow Jones Indexes and Dow Jones Financial Information Services. Its Local Media Group operates community-based information franchises. Dow Jones owns 50% of SmartMoney and 33% of Stoxx Ltd. and provides news content to radio stations in the U.S.
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First Trust Advisors L.P. and its affiliate, First Trust Portfolios L.P. are privately-held investment services companies which were established in 1991 and operate nationwide and also in Canada and Europe. The firms provide a variety of investment services, including asset management, financial advisory services, and municipal and corporate investment banking.
The firms are mindful of the complexities of the global economy in order to address the needs of the investing community. Whether it’s a value or growth idea, or a unique quantitative investment approach, the firms translate ideas into investment products which meet the various needs of their customers. The firms are single-minded about providing a diversified range of investment products and services to help meet the challenge of maximizing their customers’ financial opportunities.
The firms currently have assets under management or supervision of over $33 billion through closed-end funds, unit investment trusts, mutual funds, separate managed accounts, variable annuity sub-accounts and exchange-traded funds.
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K&L Gates’ Investment Management practice group is one of the largest and most sophisticated global investment management practices, operating in three continents - Asia, Europe and the United States. We have over 90 attorneys in 12 offices across the globe who focus their practice on providing legal services to the global investment management industry. The U.S. National Law Journal has identified K&L Gates as a “go-to” law firm for Financial America. Chambers, an independent and research-based guide to the legal profession, ranked K&L Gates as having “one of the leading financial service practices.” Our practice is at once regional, national and international in scope and it is cutting edge, complex, and dynamic.
Our clients represent a cross-section of the investment management industry, including both financial service providers, such as broker-dealers, investment advisers, banks and trust companies, insurance companies, as well as investment vehicles and other institutional investors, such as open- and closed-end registered investment companies (and their independent directors), ETFs, hedge funds (onshore and offshore), retirement plans (ERISA and governmental plans), and collective investment funds sponsored by banks and trust companies.
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Morningstar, Inc. is a leading provider of independent investment research in the United States and in major international markets. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutional clients. Morningstar provides data on more than 230,000 investment offerings, including stocks, mutual funds, and similar vehicles. The company has operations in 15 countries and minority ownership positions in companies based in three other countries.
Morningstar Indexes offers a broad range of equity, fixed income and commodity indexes. These indexes are used for asset allocation, benchmarking, serves as the basis for investment product creation and market monitoring purposes.
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RevenueShares™ Investor Services, a division of Pacer Financial, provides innovative index driven Exchange Traded Funds (ETFs) to the institutional and retail investor. Our focus is to enhance returns for investors by pursuing index strategies that challenge conventional wisdom. By employing our patent pending investment methodology of weighting a known index (such as the S&P 500) by company revenue instead of market capitalization, we believe investors are better positioned to receive higher long term returns. The company provides marketing assistance and advisor support through an experienced nation-wide team of professionals. RevenueShares™ is based in Paoli, PA. www.RevenueSharesETFS.com
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UBS provides electronic trading services and expertise in all major and emerging markets around the globe. We give our clients access to advanced technology and global liquidity so they can achieve the best possible performance. Key products include: our suite of next generation, smart algorithms; UBS Price Improvement Network (PIN), our US crossing engine; UBS Direct Market Access, delivering high-speed, high-capacity connections to all major equity and derivative markets; UBS Pinpoint, a sophisticated desktop trading system and a comprehensive array of pre-, at- and post-trade analytical tools.
UBS Investment Bank is one of the world's largest investment banking and securities firms. Our clients include corporations, governments, banks, brokers, asset managers, hedge funds, financial sponsors, and private equity firms worldwide. With over 22,000 employees in 34 countries, we provide expert advice, superb execution, product innovation, and comprehensive access to the world's capital markets.
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Since its beginning in 1975, Vanguard has grown to become one of the world’s largest investment management companies, with more than $1.24 trillion in U.S. fund assets under management as of March 31, 2008. Vanguard provides an extensive array of investment products, including a full range of low-cost ETFs and mutual funds designed to help financial advisors grow and preserve the wealth of their clients. In addition to our many investments and client-focused services, our commitment to financial advisors includes innovative practice management solutions that can help advisors attract and retain clients, build their practices, and enhance their professional development. Connect with Vanguard® at advisors.vanguard.com or 800-997-2798.
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XShares Advisors LLC, a subsidiary of XShares Group LLC, is a registered investment advisor that provides investment advisory services to Exchange Traded Funds. XShares also partners with major institutions and index providers seeking to bring innovative Exchange-Traded Funds to market using its administrative platform. In addition, XShares creates and licenses distinctive intellectual property for its ETFs, developing products that allow for innovative trading strategies and alternative investments for the financial community. For more information, visit the company’s website at www.xsharesadvisors.com
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The Bank of New York Mellon Corporation is a global financial services company focused on helping clients manage and service their financial assets, operating in 34 countries and serving more than 100 markets. The company is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. It has more than $23 trillion in assets under custody and administration, more than $1.1 trillion in assets under management and services $11 trillion in outstanding debt. Additional information is available at bnymellon.com.
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Interactive Data Corporation is a leading global provider of financial market data, analytics and related services. Through its businesses, Interactive Data Pricing and Reference Data, Interactive Data Real-Time Services, Interactive Data Fixed Income Analytics, and eSignal, the Company supplies time-sensitive pricing, evaluations and reference data for millions of securities traded around the world, including hard-to-value instruments. Many of the world's best-known financial service and software companies subscribe to the Company's services in support of their trading, analysis, and portfolio management and valuation activities.
For more information about Interactive Data and its businesses, please visit http://www.interactivedata.com.
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Standard & Poor's has been rating funds since 1984 and has ratings outstanding on more than 800 managed fixed-income funds globally (including fixed income ETFs). With an experienced staff of specialized fund professionals in the U.S., Europe, Asia, and Latin America, we provide the most comprehensive coverage in the industry.
Standard & Poor’s is a leading provider of financial market intelligence. The world’s foremost source of credit ratings, indices, investment research, risk evaluation and data, Standard & Poor’s provides financial decision makers with the intelligence they need to make informed decisions.
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The ADR Division is a division of The Bank of New York Mellon, a global financial services company focused on helping clients move and manage their financial assets, operating in 34 countries and serving more than 100 markets. The company is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset and wealth management, asset servicing, issuer services, and treasury services through a worldwide client-focused team. It has more than $23 trillion in assets under custody and administration, more than $1.1 trillion in assets under management, and services $12 trillion in outstanding debt. Additional information is available at www.bnymellon.com.
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For over 26 years stockbrokers and financial advisors have considered Research the industry's most credible publication with the most profitable advice and insightful editorial.
Focused on delivering quality, authoritative editorial content every month, Research magazine¹s award-winning editor and top-notch columnists and journalists are committed to addressing timely topics of immediate concern to financial advisors, such as ETFs.
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BarclayHedge is a leading source for proprietary research in the field of alternative investments. For the past 22 years Barclay has provided services as a publisher, database and software provider, and industry consultant. Barclay’s 18 hedge fund indices and 10 managed futures indices are utilized worldwide as performance benchmarks for hedge funds and managed futures.
Click here to visit our new website.
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ETFexpress – daily, global online news for managers and investors in ETFS
- new launches, exchange activity, analyst reports and essential market intelligence on ETFs delivered daily, direct-to-desktop.
ETFexpress, the only daily online global news and website service for managers, investors and exchanges involved in ETFs, has been launched by London-based Hedgemedia Ltd, publishers of Hedgeweek, to service the rapidly growing demand for information on exchange traded funds.
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Eurekahedge is world’s largest independent data provider and research house dedicated to alternative investments. Maintaining coverage of over 18,000 funds across all strategies and asset classes, Eurekahedge is the most widely used and quoted alternative research house worldwide.
Eurekahedge has produced a market-leading research data suite from which our hedge fund and Islamic fund indices are derived, an array of region-specific hedge fund, private equity fund, Islamic fund and real estate fund databases and directories, as well as a collection of educational guides for both funds and investors.
Founded in 2001, Eurekahedge has offices in Hong Kong, London, New York and Singapore.
For more information, please contact Agnes Yea, Director of Marketing and Communications at agnes@eurekahedge.com or +65 6212 0900.
US toll free: 1866 578 4852, UK toll free: 0800 404 8106
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The Euromoney ETFs & Indices Handbook 2008 unites a carefully selected editorial board of experts from leading index providers, investment banks and academics to provide articles about the dynamic field of index-based investing and trading, maybe one of the hottest investment sectors today. What is the current outlook, what are the new products and strategies and importantly, what will the future bring? For further information, please contact Peter Townshend: peter.townshend@euromoney-handbooks.co.uk or visit www.euromoney-yearbooks.com/handbooks
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Foundation & Endowment Money Management is the only publication dedicated to covering investment issues for foundations, endowments, hospitals and other nonprofit institutions. The monthly newsletter provides unmatched market intelligence, giving officials at nonprofits a superior tool for becoming more knowledgeable and effective fiduciaries. With timely pieces on investment trends and constantly updated manager search and hire information, Foundation & Endowment Money Management serves as the document of record for foundation and endowment investment management. It is widely read by foundations and endowments, as well as the financial intermediaries who serve them. For more information or to sign up for a free trial, visit www.foundationendowment.com or call (212) 224-3800.
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Fund Action is dedicated exclusively to the U.S. mutual fund industry. This newsletter covers important news and trends in the industry and is read by all the key decision makers and individuals involved in this market. Topics covered by Fund Action include: industry trends • mergers & acquisitions • executive compensation • industry alliances • fund families at banks and full-service brokerage firms • top-level personnel moves • compliance • technology • state and federal regulators.
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Hedgeweek is a web site of significant news and topical features on the hedge fund industry including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys. Hedgeweek produces a weekly newsletter which is the most comprehensive executive weekly briefing covering essential news and features within the Hedge Fund industry. All quantitative data on products is sourced from Hedge Fund Research.
Click here to access < www.hedgeweek.com >
Click here to subscribe < http://www.hedgemedia.com/HedgeWeek/subscribe.asp >
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The Journal of Investing provides buy-side investors with leading research on portfolio management and asset allocation issues that they can use in their portfolios. From benchmarking, performance measurement and portfolio strategy, to enhanced indexing and global investments, The Journal of Investing publishes authoritative research from experts in the industry. www.iijoi.com
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Money Management Letter (MML) provides timely and specialized information for pension fund administrators and money managers. MML breaks important news and trends in all areas of the defined benefit market--including consulting, legislation, marketing strategies and executive appointments at major pension plans and money management firms. Its' urgent and dependably accurate coverage makes Money Management Letter a must read in the industry. For more information or to sign up for a free trial, visit www.moneymanagementletter.com or call (212) 224-3800.
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Seeking Alpha is the leading provider of stock market opinion and analysis from blogs, money managers and investment newsletters. It also provides its own exclusive, high-value complementary financial content. Seeking Alpha publishes approximately 175 articles a day written by its own internal staff and over 1,600 contributors. The site is the only free, online source for over 3,000 companies' quarterly earnings call transcripts. Seeking Alpha was named the Most Informative Website by Kiplinger's Magazine in 2007.
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vFinance, Inc. is a financial services company that provides personalized investment banking and brokerage services to 10,000+ clients. vfinance.com is the #1 destination for companies seeking capital, as well as institutional and high net-worth investors seeking dynamic high-growth companies. The site hosts 1M+ Investors and CEOs from 50+ countries annually.
vFinance, Inc. World Headquarters
3010 North Military Trail
Suite 300
Boca Raton, FL 33431
800.266-8023
561.981.1000
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