About IndexUniverse.com - The leading independent authority on ETFs, indexes and index funds.
IndexUniverse.com and its related publications cover product and market developments related to index funds, ETFs, index derivatives (futures/options/swaps), and the sophisticated investment strategies that use these financial tools. The Web site aims to provide the industry's best news, columns, research and features about the dynamic field of index-based investing and trading. It also offers valuable tools and data to assess markets and investment products, and incisive commentary designed to help investors and advisers cut through the clutter and find the right products for them.
IndexUniverse.com aims to be educational, thought-provoking and most importantly, rigorously independent.
We welcome feedback and ideas to make this website a valuable part of your investment and research activities, and we welcome your suggestions on new ideas for the site. Contact us at [email protected].
Founder, CEO, Publisher
Company founder, Chief Executive Officer and Publisher of IndexUniverse.com, IndexUniverse.eu, ETF Report and Journal of Indexes (JoI)
Jim founded Index Universe LLC in 1999 with a vision of creating the central hub for information and analysis on indexes, index funds and ETFs. That year he acquired Indexes: The Journal of Index Issuesfrom Dow Jones, and transformed the publication into a fully independent journal with broad support from the index industry. Jim made an early move into ETFs, purchasing the Exchange-Traded Funds Report (the longest-running ETF newsletter in the world) in 2003.
He subsequently joined forces with Steven Schoenfeld to work on Schoenfeld's landmark Wiley Finance book "Active Index Investing." The two later developed IndexUniverse.com as a broadly scoped, independent website focused on indexes and ETFs. IndexUniverse has since expanded into conferences—where it runs, among other events, the world's largest ETF conference (Inside ETFs).
Previously, Jim was publisher of IndexFunds.com. He is also the author of "Exchange Traded Funds," a book published by John Wiley & Sons in 2001. Jim has served as an editor and writer for Compton's Encyclopedia, and worked as a contract journalist in West Africa, after serving in the Peace Corps in Niger. He is a 1991 graduate of Tufts University.
Executive Vice President, Global Head of Events & Publications
Don Friedman is executive vice president and global head of events and publications of IndexUniverse LLC. His primary responsibilities include spearheading the company's Publications and Events unit, managing its financials and overseeing general company operations. Prior to joining IndexUniverse, he was managing director at Strategic Research Institute, where he ran the company's Alternative Investment division, which specialized in hedge fund, private equity, institutional real estate and index-related conferences. Friedman has an extensive background in trading and understands the needs of market participants. Prior to joining SRI, he worked for five years as one of the original "SOES Bandits," operating a screen-based trading system to profit from micro-inefficiencies in the market. Don is an avid runner, having completed three marathons.
Executive Vice President, Global Head of Sales for Media and ETF Analytics
Foster joined IndexUniverse after five years with Asset International as the senior vice president and publisher, where he ran the company's global conferences, events and publications. Prior to Asset International, Foster spent close to a decade in Asia as the CEO and publisher of FinanceAsia Ltd., headquartered in Hong Kong. He led a management buyout of FinanceAsia from the Thomson Corp. in 1998. As CEO, he launched AsianInvestor magazine and Asia's first daily updated capital markets website, FinanceAsia.com. In 2005, Foster and his partners completed the successful sale of FinanceAsia to Haymarket Ltd., the largest privately held publishing company in the U.K. Prior to that, he worked for Euromoney PLC in London, New York and Hong Kong. Foster graduated from Colgate University, where he was the co-captain of the Patriot League Champion Men's soccer team.
President, Analytics & Publications
Matt Hougan is executive vice president, global head of content for IndexUniverse LLC. In this position, he oversees the company's editorial efforts, including serving as editor-in-chief of the ETF Report and senior editor of the Journal of Indexes. He also spearheads the development of the ETF Analytics project. Hougan is quoted regularly in the Wall Street Journal, Barron's, Investor's Business Daily, Fortune, Forbes, TheStreet.com, MarketWatch.com and the Associated Press, and was recently named one of the 25 most influential people in the ETF industry. He is a regular guest on CNBC, and was recently named to Registered Rep's "Ten to Watch in 2012" list.
Prior to IndexUniverse LLC, Hougan ran his own strategic communications firm providing PR and speechwriting services to Fortune 500 companies, U.S. and foreign government agencies, and select nonprofits. Earlier, he was the lead biotech analyst for MetaMarkets.com, which ran the world's first transparent mutual fund. Hougan is a 1998 graduate of Bowdoin College.
Chief Investment Officer
Dave spearheads the in-depth research that drives IndexUniverse's efforts in ETF analysis. He is also a lead writer at IndexUniverse.com, where he writes a widely followed blog.
Dave has been involved in researching, reporting and analyzing the investment management industry for more than 15 years. As managing director at Barclays Global Investors, Dave helped design and market some of the first exchange-traded funds. With partner Don Luskin, he went on to found MetaMarkets.com, a revolutionary transparent mutual fund company that pushed fund disclosure to the top of the SEC agenda. As co-founder at Cerulli Associates in the early '90s, he conducted some of the earliest research on fee-only financial advisers and the rise of indexing.
Drew Voros is the U.S. editor-in-chief for IndexUniverse LLC, where he supervises the full suite of U.S. publications, newsletters and websites, including IndexUniverse.com, ETF Report, Journal of Indexes, HardAssetsInvestor.com. Drew has more than 25 years of experience in journalism, including serving as the longtime business editor for the Oakland Tribune and sisters papers of the Bay Area News Group, as well as covering public entertainment companies for Hollywood trade papers Daily Variety and Variety. He also served as managing editor for HardAssetsInvestor.com prior to his appointment as U.S. editor-in-chief for IndexUniverse LLC. Drew is a 1986 graduate of the University of Southern California.
Olivier "Olly" Ludwig
With almost 20 years of experience as a journalist, and most recently, a stint in the brokerage business, Olivier is now a member of the IndexUniverse.com team. Previously, he was a financial adviser at Morgan Stanley Smith Barney and an editor at Bloomberg News, covering the fund industry from Boston. Before that, Olivier was a journalist at the Reuters News Agency in New York, serving as a copy editor and reporter, covering stocks, energy and the U.S. Treasurys market. A native Californian, a French speaker and a trained cook, he is a graduate of the City University of New York, where he majored in economic history.
ETF Analytics Team
Elisabeth Kashner, CFA
Director of Research
Elisabeth Kashner, CFA, is IndexUniverse's senior vice president of analytics. She designs the quantitative and qualitative tools that run the company's analytics product, and supervises our team of analysts. Elisabeth brings a combination of academic rigor (master's of financial analysis, CFA charter holder) and practical experience in derivatives trading and wealth management to our analytics group. She gained experience with ETF analysis as a quantitative analyst building portfolios for high-net-worth clients.
Senior ETF Specialist
Paul Baiocchi is an ETF analyst at IndexUniverse. He started his career as an investment consultant at Euro Pacific Capital. After three years of managing international equity portfolios, Paul left his post to pursue his MBA in Vancouver, British Columbia. While attending the University of British Columbia, he worked as a consultant to Delta Global Advisors, creating internationally themed unit investment trust portfolios for Claymore funds. Upon graduating, Paul joined Delta full time as the firm's senior market strategist, creating and managing RIC compliant indexes for over 15 different UIT and ETF portfolios. His experience has provided him with expertise in the natural resources segment with a deep understanding of global markets.
Spencer Bogart is an ETF analyst at IndexUniverse. He manages much of the data that supports our Analytics product and also focuses on small caps, real estate, and emerging markets. Spencer graduated from UC Santa Barbara with a degree in Business Economics and is a CFA Level III Candidate.
Paul Britt, CFA
Senior ETF Specialist
Paul Britt is an ETF analyst at IndexUniverse. He focuses on U.S. size & style equity ETFs and alternative ETFs. He worked most recently as a private placement agent at an IRA custodian. Paul holds an M.S. in financial analysis from the University of San Francisco and is an active member of the CFA Society of San Francisco.
Ugo W. Egbunike
Director of Business Development
Ugo is a Director of Business Development at IndexUniverse. In this position, he works with the firm’s sales team in developing strategy and extending the reach of the IndexUniverse ETF Analytics platform while assisting in the growth of the firm's publications and conferences business. Ugo was originally a member of the ETF Analytics team where he crafted the methodology that the firm uses to rate and rank currency ETFs while driving the group's efforts in ETF trading analysis.
Prior to IndexUniverse, he worked at Kellogg Capital Group as an ETF market maker on the NYSE Arca platform. At Kellogg, he gained extensive experience arbitraging international equity ETFs and trading their underlying securities in the European and Asian markets. Ugo holds a B.A. in economics from Bowdoin College.
Senior ETF Specialist
Dennis Hudachek is an ETF analyst at IndexUniverse. He is the lead analyst for international ETFs and IndexUniverse's ETF Classification System for U.S.- and European-domiciled funds. Prior to IndexUniverse, Dennis worked as a senior specialist in the Global Wealth Management division at Merrill Lynch. He holds a B.A. in economics from UC Davis. Dennis has passed numerous FINRA exams and the CFA Level I exam.
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