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Submitted URL:
http://vettafi.com/
Effective URL:
https://vettafi.com/
Submission: On October 10 via manual (October 10th 2022, 6:40:10 pm UTC) from US — Scanned from DE

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Our what is finance. Our how is data. Our why is you.

WE OFFER A COMPREHENSIVE SUITE OF PRODUCTS AND SERVICES—FROM DATA AND INSIGHTS
TO INDEXING AND DISTRIBUTION—BACKED BY A TEAM OF INDUSTRY VETERANS AND
ENTREPRENEURS, TECH ENTHUSIASTS, AND DATA SCIENTISTS.

DISCOVER HOW OUR DATA-DRIVEN EXPERTISE, INSIGHTS, AND SERVICES DELIVER MEASURED
OUTCOMES AND GROWTH THAT BENEFIT BOTH ASSET MANAGERS AND INVESTORS.

VETTAFI VOICES

TODD ROSENBLUTH

Head of Research

“

We are customer-centric, data-driven, and forward-leaning. We help asset
managers understand investors by helping investors understand asset management.

LARA CRIGGER

Editor-in-Chief

“

VettaFi is a B-to-B business with B-to-C responsibilities. Working with asset
managers and reaching millions of investors online, our goal is better outcomes
for all involved.

TOM LYDON

Vice Chairman

“

VettaFi clients are not just buying indexes, insights, or gaining scale when
they work with us. They are entering into a relationship with a partner who is
committed to helping them grow and navigate the future of finance.

DAVE NADIG

Financial Futurist

“

The future of finance and technology is about adding the third leg to that
innovation-stool: human beings. When capital, innovation and humanity interact,
great things can happen. We're here to help.

STACEY MORRIS CFA

Head of Energy Research

“

Whether an industry is facing headwinds or tailwinds, our role as a trusted
partner is to help asset managers have clarity and conviction in the decisions
they are making.

OFFERINGS

WHY VETTAFI? YOUR ONE-STOP RESOURCE FOR EVERYTHING YOU NEED.

DATA & ANALYTICS

INVESTOR BEHAVIOR AI AND MACHINE LEARNING

* Demographics, segmentation, and competitive intelligence
* Digital effectiveness and investor preferences: Advisor Data Insights (ADI)
* Industry leading data warehouse

INDEXING

$14B IN ASSETS BENCHMARKED TO OUR INDEXES

* Index research, design, and development
* Daily calculation, management, and education
* 200+ customers worldwide
* Calculating over 300 indexes covering over 13,000 unique global securities
tracked by 50 ETPs in addition to SMAs

GTM CONSULTATION

PROFESSIONAL SERVICES FOR NEW AND ESTABLISHED ASSET MANAGERS

* Develop go-to-market strategies
* Audit existing distribution strategy
* Outsource or augment in-market execution
* Tactic optimization and ROI calculators

THOUGHT LEADERSHIP

VETTAFI VOICES WITH 100+ YEARS OF COMBINED EXPERTISE

* Independent investment research, news, trends
* Commissioned research
* Future of finance, fintech, industry innovation and regulation

DIGITAL DISTRIBUTION

EXTEND YOUR REACH AND AMPLIFY YOUR VOICE WITH DATA-DRIVEN TACTICS

* Omnichannel distribution designed to build awareness and interest (ads,
social, email, podcasts)
* Millions of investors active on site monthly
* Leader in Google organic search
* Over 1M followers across social communities and VettaFi platforms

INVESTOR ENGAGEMENT

CONNECT WITH ADVISOR, INSTITUTIONAL, & SELF-DIRECTED INVESTOR COMMUNITIES
THROUGH IN-PERSON AND VIRTUAL EVENTS

* 100,000+ financial advisors register for webcasts annually
* CE accredited education
* Custom experiences and peer networks

OUR NAME

What's in a name? In our case, a lot.

"Vetta" in Sanskrit means "one who knows," an expert. In Italian it means the
summit or peak. We believe knowledge is power and we aim to provide our clients
with all our collective wisdom to help them drive growth. We are determined to
help our clients reach great heights.

To "vet" is to thoroughly investigate something before making a decision to go
forward — doing so increases confidence and conviction. As "students of the
markets" we are constantly vetting the industry landscape to ensure positive
outcomes for our clients.

"Fi" is short for Finance and finance is our world.

VALUES

THESE ARE THE VALUES WE LIVE AND BREATHE EVERYDAY. THEY FORM THE CORE OF OUR
COMMITMENT TO OUR CLIENTS, OUR PARTNERS, AND EACH OTHER.

OUR CLIENT'S SUCCESS IS OUR SUCCESS.

There is only one measure of our success as a company—and that’s the success of
our clients.

BOLD ACTION CREATES THE BEST RESULTS.

We are not afraid of big ideas or challenges because we approach every one of
them with proven rigor, data, and a focus on measured outcomes.

INTEGRITY IS THE SEED OF ACHIEVEMENT.

We consider ALL stakeholders, stand by what we do, what we say, and what we
deliver.

JOIN US

VettaFi is growing. Are you?

It takes more than a great business model to change the way the world invests.
It takes people — really, really good people — with the passion, determination,
and skills to help us foster the enduring relationships that drive our success.
Are you ready to transform financial services from an industry to a community?

Let's talk at onlyforward@VettaFi.com

PRESS

July 14, 2022

Todd Rosenbluth, head of research at VettaFi, an ETF data and analytics company,
said leveraged and inverse single-stock ETFs could be used during earnings
season by investors who want to bet on how a stock will move after a company
reports results. "If used correctly, these products can be powerful, but if used
incorrectly they can be harmful."

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