Index Tracking

Index Tracking over the Rebalance

As we pass through one of the oddest rebalance seasons in memory it comes as a timely reminder of how important the rebalance period is, why data is central to it and why your provider must get it right…

COVID-19

Data data everywhere but not a drop to drink……

Data play a key role in not only understanding your exposure but in mitigating your risks. If portfolio holdings are not clearly defined in an easily query-able manner your firm is at risk at being over weighted in areas more exposed to these cyclical conditions

Alison Holmes

ULTUMUS HIRES ETF PRODUCT SPECIALIST TO JOIN ETF TEAM

Alison Holmes has joined full-time as an ETF Product Specialist at ULTUMUS the global data management and distribution service for ETF and Index data Holmes (pictured) joins ULTUMUS full time having previously worked at Blackrock , DWS and BMO in senior business analyst roles within their ETF business divisions responsible for fund change , operational oversight, analysis and process management …