NASDAQ Index Blog - Archive Posts for October, 2013

NASDAQ OMX Global Indexes Provides Custom Indexing for Newfound Financial Innovators By: Dave Gedeon
on 10/23/2013

NASDAQ OMX Global Indexes has partnered with Newfound Research LLC to create several rules-based, quantitatively enabled investment strategies. The indexes launched on October 23rd, 2013. Together, the two companies will create a suite of outcome-oriented indexes and work jointly to promote licensing opportunities. The initial indexes will include a Risk Managed Income strategy, a Global Defensive Equity strategy, a Target Excess Yield strategy and a U.S. Equity Dynamic Long/Short strategy.

NASDAQ OMX and Newfound will be able to license and implement through separately managed accounts and, in some cases, through exchange-traded funds (ETFs). Together, we will promote the product and provide educational information about how indexing works and how these investment strategies might fit into a client's portfolio.

"NASDAQ OMX continues to focus on innovation and partnering with exceptional firms like Newfound, one of the most inventive and sought after organizations developing rules-based, outcome-oriented investment strategies and specializing in tactical asset and risk management,” said Dave Gedeon, Managing Director, NASDAQ OMX Global Indexes. “This relationship brings our respective brands and expertise together to develop a unique product family.”

“Newfound seeks strategic partners like NASDAQ OMX,” said Corey Hoffstein, Newfound’s Chief Investment Officer. “By combining our unique and complementary strengths, including Newfound’s quantitative models and NASDAQ OMX’s global brand, this partnership allows us to provide both retail and institutional investors with a full suite of structured investment strategy solutions.”

Tom Rosedale, Newfound’s CEO, said, "We are excited to partner with a leading, full-service index provider like NASDAQ OMX. We believe that NASDAQ OMX’s index construction and technology expertise and powerful brand can make our quantitatively enabled, rules-based investment strategies available to investors throughout the world.”

Learn more about NASDAQ Custom Indexing capabilities or contact Rob Hughes, Vice President, NASDAQ OMX Global Indexes +1 212 401 8987.

NASDAQ BulletShares Debuts New Ladder Indexes Updated: 10/14/2013

Today, NASDAQ OMX Global Indexes introduced the NASDAQ BulletShares® Ladder Indexes, which are indexes designed to track traditional bond ladders implemented through target maturity bond exchange-traded funds (ETFs).

The indexes are equal-weighted and use Guggenheim BulletShares ETFs to track defined bond ladders of 0-3 years and 0-5 years of the investment grade and high yield corporate bond markets. Each BulletShares Ladder Index rebalances annually in December to reset the bond ladder and equally weight the components.

"The Bulletshares Ladder Indexes are an important addition to the NASDAQ Bulletshares Index family as they provide investors the same liquidity and diversification benefits as the underlying Bulletshares Indexes themselves, but in a format that systematically captures how many investors choose to assemble their bond portfolios," said David Krein, Head of Index Research, NASDAQ OMX.

Click here to see the full list of NASDAQ Ladder Indexes

NASDAQ Bulletshares Developer to Speak at Inside Fixed Income Updated: 10/14/2013

NASDAQ OMX will be presenting and exhibiting at this year’s Inside Fixed Income Conference, October 18, 2013, at the Grand Hyatt in San Francisco. Hosted by Index Universe, this one-day event aims to deliver insightful content, lively discussions and provide investors with tactical and strategic approaches to benefit their fixed-income allocation.

Join Accretive Asset Management Head of Product Development, Darrin DeCosta, CFA, CPA, at “The High-Yield Trade: Crowded & Dangerous?” panel from 1:35-2:25 p.m. In June, NASDAQ OMX and Accretive Asset Management partnered to create the NASDAQ BulletShares® Indexes, a series that represents the performance of an investment in a diversified, held-to-maturity portfolio of fixed income securities with a common year of maturity.

Visit the NASDAQ OMX booth for the latest information about NASDAQ Bulletshares and learn about our new NASDAQ Bulletshares Ladder Indexes. Plus, enter to win an Amazon Kindle Fire HD!

Can’t make it? Find out more by downloading the white paper “The Minimum Maturity Rules: The Cost of Selling Bonds Before Their Time.”

Introducing NASDAQ OMX Index Snapshot: Global Regions Updated: 10/7/2013

This week, NASDAQ OMX Global Indexes Research, debuts a new kind of analytics report, called Index Snapshot. These new pieces will be published right here on the Global Index Watch site on a weekly basis. Today's report explores the NASDAQ OMX Global Regions - North America, Latin America, Europe, ASPA and Middle East/Africa.

Download Index Snapshot: Global Regions now to see how each region performed in September 2013.

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