Partners
Tematica Research, LLC offers financial services that provide investors with equity research, economic insights, and investment ideas driven by its proprietary thematic view of the world and financial markets. Through its approach, the firm also emphasizes ETF education and supports index product development to enhance investor understanding and opportunities.
EQM Indexes LLC is a woman-owned firm dedicated to creating and supporting innovative indexes that track growth industries and emerging investment themes, while also providing ETF education and advancing index product development in the financial services sector.
I am a contributor to TheStreet.com/RealMoney.com, where I author twice-weekly articles focused on ETF education, as well as new and existing ETFs. My insights also touch on financial services and index product development. Here is a link to my contributor profile.
I am a contributor to the Nasdaq website, where I co-author the Daily Markets Note and produce Industry Insight Articles that often include ETF education and insights into financial services and index product development. Here is a link to my contributor profile.
Products
The Index Wayback Machine
The Index Wayback Machine offers functionality that is currently not widely (or inexpensively!) available on data providers' platforms, particularly in the realm of ETF education. While major financial services can generate portfolio daily returns, they fall short when it comes to providing index levels, and especially Gross Total Return and Net Total Return variants that utilize a basket purchase approach.
This platform is a BYOD (Bring Your Own Data) Python-based index back testing tool designed for efficient index product development. It delivers a fast and cost-effective way for index developers to navigate the process of finalizing index component selection and weighting methodologies.
To clarify, this platform may not have an abundance of bells and whistles just yet, but it is an essential tool that will enhance your index group's capacity to test and re-test your index development approach as quickly as you can generate new scenarios.
Contact us for a demo, user guide, and pricing.
The Python programming language logo.