VettaFi

This week at @ExchangeETF , the @VettaFi team brought index creation to life at Mission Control. 🚀 Attendees stepped in to build and “launch” their own indexes, turning investment themes and ideas into tangible strategies. In this way, our activation became a hands-on look at what we do every day: help issuers build and grow innovative investment solutions. We loved co-piloting your ideas this week. 🧑‍🚀 To everyone who joined the crew, thank you for making @VettaFi Mission Control a success! #VettaFi #Indexes #Indices #Indexation #Index

Inside @vettafi ’s Mission Control (#A033), @ExchangeETF attendees are launching their own indexes and mapping the path from idea to execution. 🚀 Connect with our crew to see how an index moves from concept to market, and how design and distribution can help it gain traction. #Index #Indexing #Indices #Indexation

Free Throws for Dough tips off today at @ExchangeETF . Todd Rosenbluth and Cinthia Murphy will match anyone who beats their score. @capitalgroup ’s Scott Davis is officially in. Our goal: raise more than $15,000 for @wckitchen 👉 60 seconds to hit as many free throws as you can. 👉 $500 matched to anyone who can best Rosenbluth and Murphy. 👉 Meals delivered to areas of need around the world. #ExchangeETF #worldcentralkitchen

📍POV: You are attending the TSX ETF Institutional Conference! 💡Attendees at this year’s 14th annual TSX ETF Institutional Conference on November 20 heard industry experts from ETF providers, service providers, and market makers discuss topics including institutional adoption of ETFs in Canada, the evolution of fixed income ETFs and how the industry is dealing with the rapid growth of ETF products. 📈 A huge thank you to all of our attendees and speakers! BlackRock (@iShares ) BMO Capital Markets (@bmocanada ) CIBC Mellon (@cibc ) CIBC Capital Market (@cibc ) Evolve ETFs (@evolveetfs ) Scotiabank Global Banking and Markets & Scotia Global Asset Management (@scotiabank ) National Bank Capital Markets (@nationalbankofcanada ) RBC Capital Markets (@rbc ) TD Securities Inc. (@td_canada ) VettaFi (@vettafi ) 👉 Learn more about ETFs #ListedOnTSX at our TSX ETF Centre via the link in bio. #TSX #ETF #InstitutionalInvesting

TMX @VettaFi is pleased to announce Kirsten Chang (@kaecee16 ), has joined VettaFi as its newest ‘VettaFi Voice’, helping to build awareness of the brand and its products, and to foster even greater connectivity across the financial advisor community. In her role as Senior Industry Analyst, Kirsten will publish weekly ETF- and market-related commentary on VettaFi’s flagship digital properties, including ETF Trends, ETF Database, and Advisor Perspectives. She will also play a key role at VettaFi’s in-person and virtual events for financial advisors in partnership with the asset management community. Kirsten spent nearly 12 years with @CNBC , most recently as a producer and analyst, with a focus on its popular ETF Edge program, newsletter, and digital hub. “Kirsten embodies VettaFi’s values and knows how to build meaningful connections with our core audiences digitally and offline. My colleagues and I are excited to welcome her to the team,” said Jon Fee, CMO of VettaFi. “Adding Kirsten to our roster of ‘VettaFi Voices’ will be a major win for our audience and will help us further support the education of the financial services community.” The addition of Kirsten to the VettaFi team comes on the heels of another successful @exchangeETF conference, the unveiling of @ExchangeETF ’s new location and dates in 2025, and the Q1 announcement that VettaFi is now fully owned by TMX Group.

What is behavioral data, and how are #AssetManagers harnessing it to better understand and reach prospective clients? Explore how behavioral data can improve your distribution strategies. Learn more through the link in our bio>For Issuers>Data & Analytics #AssetManagement #AssetManager

We were honored to join Justin Bernier and the National Security Index team at the @Nasdaq Exchange last week, as they rang the opening bell and celebrated their National Security Emerging Markets Index ETF $NSI 🎉 We're proud to partner with the National Security Index team on the development and maintenance of the ETF's underlying index. For more on $NSI, catch Justin Bernier's recent webcast on-demand at ETFtrends.com or through the link in our bio>for advisors>ETF Trends Photography courtesy of Nasdaq, Inc. #Index #Indexes #AssetManagement

The indexing landscape has evolved for #AssetManagers, and VettaFi is leading the way. Our Director of Energy Research, Stacey Morris, CFA, explains how an index provider can offer more than just indexing services 👇 Discover how VettaFi's Index Factory can help you cut operating costs, develop new products, and more. Chat with our index experts today through the link in our bio>for issuers>indexing #B2B #AssetManager #Indexing

There's a new Virtual Events Coordinator in the building 🏢 Please join us in welcoming 𝗝𝗲𝘀𝘀𝗶𝗰𝗮 𝗙𝗼𝗻𝘁𝗮𝗶𝗻𝗲 to team #VettaFi! Although she's joining us from New Jersey, Jessica is a die-hard New York Giants fan. Jessica will work on our virtual events team alongside other New Jerseyites. We are incredibly glad to have you with us, Jessica. Can't wait to see all we'll accomplish together! 🎉 #WeAreHiring #CompanyCulture

In celebration of #WomensHistoryMonth, we're spotlighting women making waves in #FinancialAdvising. Meet Melissa Joy, CFP® and Founder of Pearl Planning, who understands the unique challenges women face in their finances. Melissa recognizes the overwhelming nature of balancing financial priorities and personal needs. Driven by this understanding, Melissa is affecting change for women. Her investment philosophy revolves around people, emphasizing the importance of individual empowerment and security. In her all-female firm, she and her team are dedicated to ensuring everyone feels financially empowered and confident. To delve into Melissa's inspiring journey, connect with her on LinkedIn and tune in to her weekly podcast, "Women's Money Wisdom," designed to enhance financial literacy and instill confidence in navigating your financial journey: womensmoneywisdom.buzzsprout.com/ Do you know a woman blazing trails in #FinancialAdvising? We'd love to highlight them in an upcoming feature. Share their story in the comments below 💬 #WomenInFinance @mwood19

Last week, over 400 members gathered to celebrate the 10th anniversary of @women_in_etfs (WE.) It is clear their reach and impact are growing — with membership doubling since 2019! VettaFi was proud to have Todd Rosenbluth, Diane Rogala, and Jane Edmondson join the celebration. Check out some event highlights and learn how WE has helped spark a global community: etftrends.com/dynamic-decade-women-in-etfs-group/ #WomensHistoryMonth #WomeninFinance #VettaFi

Last week's Equity Symposium offered many new insights. In one poll, 37% of advisors had a preference for growth strategies, but quality investments came in strong, with 26%. Funds like $QUAL, $SPHQ, and $QGRO are worth looking at, but find out the other top-growth and quality #ETFs snatching the attention of #FinancialAdvisors in Todd Rosenbluth's detailed breakdown: bit.ly/3TGQkwo #Investing #FinancialAdvising