Institutional Investors

We can customize a package so that you pay only for the research of interest to you along with the right level of analyst consultations. Choose from among the institutional-strength research below, or receive a daily data file with just the data points and ETFs of interest to you, that you can share throughout your organization and incorporate into your existing investment process.

Custom data feed

Receive a data file with the thousands of fundamental data points we calculate each day. Then integrate it into your existing investment process and share it throughout your organization, helping to ensure that your ETF portfolios meet the highest standards of due diligence.

ETF Analyzer

"Value Line" style reference guide combining fundamental anlaysis with concise commentary and ratings. (sample)

SPDR Vista

Monthly outlook for the Select Sector SPDRs, ideal for PMs employing a sector-rotation strategy. (sample)

Flexible payment options

Although hard dollars are always welcome, our research is consistent with the SEC's guidance on what constitutes "research" for purposes of the safe harbor under Section 28(e) of the Securities Exchange Act of 1934. We can work with the broker of your choice should you wish to pay with soft dollar commissions. Either way, we can create a custom package that insures you pay only for the research of interest to you.

Contact us for a consultation or download a brochure summarizing our research products and why they represent a better approach to ETFs.