• Index Documentation – Process explanation, attribution, and plenty more

  • Index Forensics – Characteristic and performance breakdowns

  • Trend Signals – Trend following signals across various asset markets

  • Characteristics Screens – Sort strategies based on factors

  • Visual Active Share – Identify what you own, visually

  • Active Share/Fee – Avoid closet indexes and identify fees for differentiation

  • Multiple Factors – Screen funds on multiple factor dimensions

  • Easy Export – Generate fund tickers in a variety of formats (excel, csv, or text)

  • Universe Comparison – Compare etf factors across a large universe

  • Multiple Factors – Screen stocks on multiple factor dimensions

  • Easy Export – Generate symbols in a variety of formats (excel, csv, or text)

  • Universe Comparison – Compare stock factors across a large universe

  • Value Factor Spreads Over Time – Review the value of value portfolios

  • Multiple Value Metrics – Review a handful of relevant value metrics, not just one

  • Universe Relative Value – Review the relative valuations of US and international stocks

  • Identify Comparables – Look for the funds that match on a holdings basis

  • Replication Costs – How much are you paying for a similar fund?

  • Identify Truly Unique Funds – Find funds with few competitors

Important Note: Our tools require that you affirm that you are a financial professional. By registering as a financial professional, you will be allowed access to professional materials, which are specifically intended for financial advisors, registered representatives of licensed security firms, financial planners and other financial and investment professionals. By clicking “Register” you certify that you are a financial professional with the requisite knowledge and experience to use this material appropriately. A “finance professional” does not mean you have to be formally employed by a financial services firm (e.g., individual investors are accessible); however, you do need to have a sophisticated financial skill set that a prudent person would consider to be deemed “professional.”

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