IndexUniverse and Index Strategy Advisors Announce Partnership to Build and Deliver High-quality ETF Portfolios to Clients

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ETF assets under management are surging this year, rising 38% year-to-date to hit $1.64 trillion in the U.S. alone (source: IndexUniverse monthly ETF Flows). The joint partnership will combine IndexUniverse’s deep expertise and knowledge in the ETF industry with ISA’s dedication to achieving client goals through the use of ETFs.

IndexUniverse CEO Jim Wiandt and Index Strategy Advisors CEO/CIO James McDonald Partnership Photo

ISA CEO/CIO James McDonald and IndexUniverse CEO Jim Wiandt

"We're excited to be a part of Index Strategy Advisor's growth." - Matt Hougan, President of Analytics & Publications at IndexUniverse

IndexUniverse LLC and Index Strategy Advisors (ISA) today announced the launch of a partnership to build and deliver high-quality ETF portfolios to clients. Under the terms of the agreement, ISA will leverage IndexUniverse’s market-leading ETF Analytics and due diligence platform to select ETFs for clients, based on ISA’s proprietary asset allocation models.

ETF assets under management are surging this year, rising 38% year-to-date to hit $1.67 trillion in the U.S. alone. Investors are increasingly attracted to the funds, which offer lower costs, more flexibility and greater tax efficiency than traditional mutual funds.

“We’re excited to be a part of Index Strategy Advisor’s growth,” said Matt Hougan, president of Analytics & Publications at IndexUniverse. “James McDonald and his team at ISA were among one of our noted top 10 rising stars in the advising space in 2012, and they’ve laid out a solid plan in bringing ETFs to a much broader audience that stands to benefit hugely from the transparency and simplicity offered by ETFs.”

As advisors continue to adopt ETFs into client portfolios, dependable due diligence and analysis has become a key factor in the construction and communication of ETF strategies. Those advisory firms that have the ability to effectively communicate with their clients, while navigating the vast and continuing growth of offerings available in the ETF space, stand to excel.

The joint partnership will combine IndexUniverse’s deep expertise and knowledge in the ETF industry with ISA’s dedication to achieving client goals through the use of ETFs.

“When we learned about IndexUniverse’s ETF Analytics service and began to develop a relationship with their team, we saw a huge opportunity in utilizing their research and data to reach our current and potential clients,” said James McDonald, CEO of Index Strategy Advisors. “The ability to leverage our strategy in client outreach, coupled with IndexUniverse’s thorough research and analysis, will allow us to introduce ETFs to a new audience of investors.”

IndexUniverse ETF Analytics and reports will be available to all ISA clients through ISA’s client portal. Potential ISA clients will also have the ability to receive second opinions on their current portfolios, with IndexUniverse’s ETF Analytics and data powering the comparison tools developed by ISA.

“ISA is a good story, and we’re delighted to undertake this partnership with them. We’re pleased our service is an integral part of how they design portfolios, and will provide an added benefit to their clients,” said Jim Wiandt, CEO of IndexUniverse. “We look forward to a long and successful partnership with the ISA team and their clients.”

About IndexUniverse
Founded in 2001, IndexUniverse is the world’s leading independent authority on exchange-traded funds (ETFs), indexes and index funds. Its flagship service, IndexUniverse ETF Analytics, offers investors the only institutional-caliber research tool designed specifically for ETFs. IndexUniverse aims to provide the industry’s best news and insight both online (through IndexUniverse.com and IndexUniverse.eu) and in print (through the award-winning ETF Report, Journal of Indexes and Journal of Indexes Europe). IndexUniverse also hosts the world’s largest events focused on ETFs and indexes, including Inside ETFs, Inside ETFs Europe, Inside Commodities, Inside ETFs Trading and Inside Fixed Income.

For Press inquiries or interview requests with IndexUniverse, please contact:
Vanessa Friedman
917-405-1897
vanessa(at)vdotconsulting(dot)com

About Index Strategy Advisors
Index Strategy Advisors Inc. is a Houston- based registered investment advisor delivering customized portfolio management to individuals throughout the United States. More information about Index Strategy Advisors investment services can be found at http://www.indexstrategyadvisors.com.

For Press inquiries or interview requests with Index Strategy Advisors, please contact:
Wes Sims
443-994-0179
wes(at)indexstrategyadvisors(dot)com

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