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About Us


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 feedback@indexuniverse.com.



Jim Wiandt
Founder, CEO, Publisher

JimWiandtCompany founder, Chief Executive Officer and Publisher of IndexUniverse.com, IndexUniverse.eu, Exchange-Traded Funds Report (ETFR) 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 Issues from 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 Web site focused on indexes and ETFs. Index Publications 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.



Matt Hougan
President, ETF Analytics, Global Head of Editorial

MattHougan_100x125 Matt Hougan is president of ETF Analytics and the global head of editorial for Index Universe LLC. In this position, he oversees the company’s editorial efforts, including serving as editor-in-chief of the Exchange-Traded Funds 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 Index Universe 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.



Dave Nadig
Director of Research

MattHougan_100x125Dave spearheads the in-depth research that drives Index Publications’ efforts in ETF analysis. He is also a lead writer at IndexUniverse.com, where he writes a widely followed blog and hosts the popular podcast.

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.



Olivier Ludwig
Managing Editor

MattHougan_100x125With more than 16 years of experience as a journalist, and most recently, a stint in the brokerage business, Olivier is the newest member of the IndexUniverse.com team. Previously, Olivier was a financial adviser at Morgan Stanley Smith Barney and an editor at Bloomberg News, covering the fund industry from Boston. Before that, he 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, Olivier is a graduate of the City University of New York, where he majored in economic history.



ETF Analytics Team

 

Elisabeth Kashner
Senior Vice President of Analytics

IU_ElisabethKashnerElisabeth 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.


Paul Baiocchi
Analyst

IU_PaulBaiocchiPaul 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.


Paul Britt
Analyst

IU_PaulBritt 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 has passed the Level III CFA exam.


Ugo Egbunike
Analyst

IU_UgoEgbunikeUgo is an ETF analyst at IndexUniverse specializing in currency ETFs and ETF trading. Prior to IndexUniverse, he worked at Kellogg Group as an international ETF market maker on the NYSE Arca platform, and gained extensive experience trading underlying ETF securities in the European and Asian markets. Ugo holds a B.A. in economics from Bowdoin College.


Carolyn Hill
Analyst

IU_CarolynHillCarolyn Hill is an ETF analyst at IndexUniverse. Prior to joining IndexUniverse, she worked as a research associate at NERA Economic Consulting valuing litigation claims. Carolyn is a CFA Level III candidate. She graduated cum laude from Claremont McKenna College with a dual degree in economics and government.


Dennis Hudachek
Analyst

IU_DennisHudachekDennis Hudachek is an ETF analyst at IndexUniverse. He previously worked as a senior specialist in the Global Wealth Management division at Merrill Lynch. Working closely alongside financial advisors over eight years has provided Dennis with extensive knowledge of the industry and a wide range of financial products. Dennis holds a B.A. in economics from UC Davis, has passed numerous FINRA exams and is a CFA Level II candidate.


Ana Kostioukova
Analyst

IU_Blog_AnaKostioukovaAna Kostioukova is an ETF analyst at IndexUniverse. She graduated cum laude from Claremont McKenna College with a B.S. in environment, economics and politics. During her senior year, Ana conducted field research in Southeast Asia and wrote an honors thesis on conditional cash transfer implementation in Thailand. Prior to joining IndexUniverse, she worked for Indaba Capital Management. Ana speaks German and Russian fluently and is conversational in Spanish and Thai.


Yevgeniy Koyfman
Analyst

IU_GeneKoyfmanYevgeniy (Gene) Koyfman, CFA, is an ETF analyst at IndexUniverse. He currently specializes in fixed-income ETFs and analyzing index construction methodologies. Gene holds an M.S. in financial analysis from the University of San Francisco. He is an active member of the CFA Society of San Francisco.


Devin Riley
Analyst

IU_DevinRileyDevin Riley is an ETF analyst at IndexUniverse. He previously worked in auditory research in rhesus macaque monkeys. Devin specializes in sector ETFs and has written for the Exchange-Traded Fund Report. He holds a B.S. in neurobiology from the University of California, Davis.