Actionable ETF Research

ETF Commentary | Idea Generation | Playbooks | Model Portfolios

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Our Platform

ETF Terminal

  • Full ETF Universe
  • Simple and Advanced filtering
  • Screen on over 100 different data fields
  • Research tools for in-depth analysis
  • Compare multiple ETFs side by side
  • Factsheet and Market Landscape report generation
  • Model Building tools (coming soon)

Daily Note

  • Market commentary
  • Major markets vs moving averages
  • Noteworthy news & ETF trends
  • ETF launches/closures
  • Market moving macroeconomic data
  • Performance by market segment
  • Top/Bottom Performers
  • Price Charting

Beta Trackers

Visualize the marketplace intra-day and identify developing trends across:

  • Broad Equity Markets
  • U.S. Size & Style
  • U.S. Sector & Industry
  • Regions & Countries
  • U.S. Factors
  • Popular Themes
  • Fixed Income
  • Commodities

ETF Screens

  • Pre-built and customizable
  • Integrated and linked to ETF Terminal
  • Broken out by portfolio construction objective
  • Identify similar ETFs and competitors

Playbooks

  • In-depth data packs for various market segments
  • Assets and Flows
  • Market dynamics
  • Fundamentals
  • Technical Indicators

ETF Models

  • Deployable models customized for differing client needs, objectives, and market assumptions
    • Core
    • Thematic
    • Alternative
    • Tactical