IndexSelect for Sponsors 060816
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The Investment Research Experts
by Integrity Index Services
IndexSelect
Strategic Index Selection Service
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IndexSelect for Sponsors
• Integrity Index Services possess unique expertise in identifying and evaluatingglobal sources of smart beta index strategies, research, data and analytics forinvestible product sponsors.
• Integrity provides extensive coverage of all asset types, themes, industryverticals and geographies of research providers.
• Integrity tracks over 4,000 research and index providers globally in ourproprietary database.
• Integrity employs experienced analysts to assist in finding innovative newindex, research and data sources, review existing providers, or implement anindex procurement process.
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Integrity’s goal is to make our sponsor clients more successful by adding value to the smart beta index
development process.
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IndexSelect for Sponsors
• Integrity traditionally serves hedge funds, long-only managers and research analysts since 2003.
• Investors use us to find innovative research, evaluate current research sources and assist with research procurement
• High touch, client-oriented approach customized to our clients.
• Objective and impartial business model.
• Integrity is unbiased and objective in its recommendations
• No “hidden agendas”
• Revenues come from
clients not from
research providers
• No sales commissions
for placing providers
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Integrity’s Coverage Universe
• Integrity tracks, categorizes, and conducts due diligence on more than 4,000index and research providers, data sources, and analytics providers that are ofinterest to institutional investors. This includes sell-side investment banks,independent research firms, industry consulting firms, and other customresearch vendors. The following is an overview of Integrity’s coverage universe.
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Integrity’s Database
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• More than 4,000 index, research, data, and analytics providers are currentlycategorized and tracked in Integrity Research’s proprietary database.
• This data is tagged in such a way that Integrity analysts can conduct sophisticatedsearches for potential index providers by methodology, provider type, sector, andgeography and asset class.
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Integrity’s Database
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• Integrity’s proprietary database includes detailed profiles on each provider;contact information for key personnel; analyst names with associated coveragesectors; and other important descriptive information about the research or dataprovider and the services they provide.
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Integrity’s IndexSelect Process
• Finding “Best of Breed” Index Providers
• Wide ranging — leveraging Integrity’s proprietarydatabase of over 4,000 research & data providers
• Global Coverage of developed, emerging andfrontier markets
• Customized to your thematic, investment styleand research needs
• How it works
• Our analysts work with you to complete aResearch Needs Assessment (RNA)
• We utilize our expertise and proprietary databaseto find research firms that meet yourrequirements
• We provide an e-mail detailing the firms werecommend, and why
• We keep your RNA on file, and recommendsuitable research providers as they emerge
Integrity ResearchSelectSM
Step 1:
ResearchSelectSM Subsc rip tion
Researc h Needs Assessment (RNA) is inc luded servic e
Integrity ana lysts work w ith you to do a Researc h Needs
Assessment
Step 2:
Eva lua te your researc h needs
Assesses your researc h requirements and investment style
Proc ess takes ten to fifteen minutes
Step 4:
Implement Researc h
Next steps a re up to you
You c ontac t Researc h p rovider d irec tly and initia te
servic e
Step 3:
Researc h Rec ommenda tions We use our p roprieta ry d a tabase and industry expertise
We provide a report rec ommend ing researc h p roviders,
and why
Benefits
We keep your RNA profile on file and rec ommend new researc h
p roviders as they emerge
Ac c ess to the best p roviders from the entire Researc h Universe
Impartia l, unconflicted advic e from a respec ted third party
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IndexSelect - The Sponsor’s Advantage
The IndexSelect service by Integrity Index Services is powered by our globaldatabase of over 4,000 potential index providers spanning all asset classes,themes, industries and geographies, providing our sponsor clients with majorcompetitive advantages, including:
• Strategic Index Selection – Our top down process allows sponsors toproactively direct the theme or strategy they wish to launch, which providessponsors greater control in isolating the best index provider for their product.
• Multiple Candidates – Our goal is to provide sponsors multiple candidates forevaluation on every index search. You only select the cream of the crop.
• Expert Analysts – Our dedicated team of expert analysts can conduct asearch across the entire industry more efficiently. Usually in under 30 daysfor initial findings.
• Low Cost – Our flexible business model is designed to adapt to our clientsneeds and business model. You don’t need to staff a large R&D department.
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Contact Information
• For More Information Please Contact
Jeff West
516-946-5695
- or-
Mike Mayhew
646-786-6859
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