VettaFi acquires thematic index solutions provider EQM Indexes


VettaFi, a leader in indexing, data & analytics, and digital distribution in asset management, has announced its acquisition of EQM Indexes, a prominent provider of custom thematic index solutions. The acquisition expands VettaFi’s family of indexes, now powering nearly $19 billion in ETFs and other investment vehicles, including direct indexing where EQM has a strong track record.

VettaFi CEO Expresses Enthusiasm Over the Deal

“This is an exciting day for VettaFi, as we add one of the most creative and forward-thinking groups in the business to our all-star team of indexing professionals,” remarked Leland Clemons, CEO of VettaFi. The acquisition follows VettaFi’s previous purchase of the ROBO Global Index suite earlier this year, making EQM Indexes the second significant indexing firm to join VettaFi in 2021.

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EQM Indexes: A Snapshot

EQM Indexes, co-founded by Jane Edmondson and Dan Janowiak, specializes in a quantitative, research-driven approach to index design. The firm offers a variety of thematic investments, covering sectors such as online retail, blockchain technology, and the global music industry. Additionally, it provides income-generating solutions and caters to advisors and investment managers across North America, Europe, and Australia.

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VettaFi and EQM: A Perfect Fit

“Jane and her EQM colleagues have built a team that is often the first call for anyone looking to build a sophisticated, differentiated index, and their data-driven approach is a perfect fit for our philosophy,” added Brian Coco, Head of Index Products at VettaFi. Jane Edmondson echoed this sentiment, stating, “VettaFi’s passion for data, analytics, and marketing aligns with our approach to creating and supporting unique and innovative index products across a broad range of themes and asset classes. I look forward to collaborating with the VettaFi team to drive the next wave of asset management innovation.”

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The acquisition is poised to strengthen VettaFi’s capabilities in thematic and custom indexing solutions, adding another layer to its already diverse suite of index products. It also furthers VettaFi’s standing in the asset management community as it continues to offer unique and comprehensive solutions to industry challenges.

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