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Exponential ETFs and Brandometry jointly launch Brand Value ETF

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Exponential ETFs and Brandometry has launched the Brand Value ETF (BVAL), which is designed to outperform the broader market by identifying companies with strong brands whose latent value has not yet been realised by their stock price by tracking the BrandTransact 50 Index.

The exchange-traded fund (ETF) will trade on the New York Stock Exchange.
 
The BrandTransact 50 Index (BTW50), Powered by Wilshire, represents a primarily large-cap portfolio that provides the benefits of intelligent security selection in a passive rules-based format. The index equally weights the top 50 companies within the Wilshire 5000 Total Market Index that exhibit a discount of brand and intangible asset value to market cap. In short, this index seeks to identify companies with unrealised brand value that have high potential for margin expansion.
 
“We believe Intangible assets represent the next frontier in stock valuation. The Brand Value ETF captures and capitalises on the work of Brandometry to quantify the brand value of publicly traded companies,” says Phil Bak, CEO of Exponential ETFs. “We created Exponential ETFs to give innovative asset managers access to the world class ETF product management team to bring their products to market thoughtfully and efficiently, which is exemplified in our partnership with Brandometry.”
 
The BrandTransact 50® Index is underpinned by brand performance data from Tenet Partners, a co-developer of the index. Exponential ETFs, a wholly owned platform of ACSI Funds, is an ETF issuer that partners with select asset managers to bring innovative investment approaches to market through its world class ETF management platform.
 
“Brand value is the reflection of everything one knows or believes they know about a company,” says Larry Medin, Brandometry’s Founder and CEO. “The key is knowing when to own brands that are undervalued and that’s what the Brand Value ETF strives to deliver for investors.”

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