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Index Strategy Advisors and IndexUniverse form ETF portfolio partnership


Index Strategy Advisors (ISA) and IndexUniverse have launched a partnership which is aiming to build and deliver high-quality exchange-traded fund portfolios to clients.

Under the terms of the agreement, ISA will leverage IndexUniverse’s ETF analytics and due diligence platform to select ETFs for clients, based on ISA’s proprietary asset allocation models.
ETF assets under management are surging this year, rising 38 per cent year-to-date to hit USD1.67trn in the US alone. Investors are increasingly attracted to the funds, which offer lower costs, more flexibility and greater tax efficiency than traditional mutual funds.
“We’re excited to be a part of Index Strategy Advisor’s growth,” says Matt Hougan (pictured), president of analytics and publications at IndexUniverse. “James McDonald and his team at ISA were among one of our noted top 10 rising stars in the advising space in 2012, and they’ve laid out a solid plan in bringing ETFs to a much broader audience that stands to benefit hugely from the transparency and simplicity offered by ETFs.”
“When we learned about IndexUniverse’s ETF Analytics service and began to develop a relationship with their team, we saw a huge opportunity in utilising their research and data to reach our current and potential clients,” says James McDonald, CEO of Index Strategy Advisors. “The ability to leverage our strategy in client outreach, coupled with IndexUniverse’s thorough research and analysis, will allow us to introduce ETFs to a new audience of investors.”
IndexUniverse ETF analytics and reports will be available to all ISA clients through ISA’s client portal. Potential ISA clients will also have the ability to receive second opinions on their current portfolios, with IndexUniverse’s ETF analytics and data powering the comparison tools developed by ISA.

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