Partners

 

Our Index Providers

Guggenheim Investments strives to bring you best-in-class index providers. The index providers that Guggenheim Funds uses create indices based on sophisticated quantitative models with independent and academic research that drive the investment strategies that Guggenheim Investments ETFs track. We believe that a strategy-driven quantitative process provides a disciplined investment approach to help meet investment goals over various market cycles.

Click on an index provider name to learn more.


Accretive Asset Management LLC creates products that help financial advisors better serve their clients. Through creative thinking informed by a strategic understanding of the marketplace, Accretive devises innovative solutions to problems faced by financial advisors and investors. BulletShares® Indices provide maturity targeted exposure to fixed income markets and are engineered to serve as the basis for products that combine the best attributes of investing in bonds and bond funds.

GUGGENHEIM INVESTMENT OPTIONS

Exchange Traded Funds

 

AlphaShares, LLC

AlphaShares, LLC is an investment management firm dedicated to providing investors with strategies and products that allow them to participate in China's economic boom. The Chief Investment Officer of AlphaShares, LLC is well known Princeton University economist and author, Dr. Burton G. Malkiel.

GUGGENHEIM FUNDS INVESTMENT OPTIONS

Exchange Traded Funds

The Bank of New York Mellon

BNY Mellon is the leading depositary bank, managing more sponsored depositary receipt programs than all other depositary banks combined. BNY Mellon acts as depositary for over 1,370 sponsored programs from 63 countries, nearly 62% global market share.

GUGGENHEIM FUNDS INVESTMENT OPTIONS

Exchange Traded Funds

 

MAC Indexing, LLC specializes in clean energy equity research and index development. MAC Indexing created and maintains the MAC Global Solar Energy Index (ticker SUNIDX), which was the first solar energy index in the exchange-traded fund industry.

GUGGENHEIM FUNDS INVESTMENT OPTIONS

Exchange Traded Funds

 

MSCI Indices 

MSCI is a leading provider of world-class, mission-critical and internationally recognized global equity indices, created to respond to the needs of institutional investors. Since 1969, MSCI Indices have reflected the growing opportunity set available to international investors. MSCI now calculates over 150,000 indices, covering 76 countries in Developed, Emerging and Frontier markets across sector, style and size categories. MSCI has more recently pioneered a global family of risk premia indices that aim to achieve superior risk-adjusted performance relative to the market, either by lowering risk or enhancing returns. Approximately USD 7 trillion is estimated to be benchmarked to MSCI Indices on a worldwide basis.1

GUGGENHEIM INVESTMENT OPTIONS

Exchange Traded Funds

 

Nasdaq Global Indexes

Nasdaq Global Indexes has been creating innovative, market-leading, transparent indexes since 1971. Their index offering spans geographies and asset classes and includes diverse families such as the Dividend and Income, Dorsey Wright, Fixed Income (includes BulletShares®), AlphaDEX®, Global Equity, Green Economy, Nordic and Commodity indexes.

GUGGENHEIM FUNDS INVESTMENT OPTIONS

Exchange Traded Funds

 

Raymond James Research Services, LLC

Raymond James Research Services, LLC is a wholly-owned subsidiary of Raymond James Financial, Inc., a Florida-based holding company whose subsidiaries are engaged in various financial services businesses including brokerage, trading, investment banking, asset management and financial planning services. The Equity Research Department at Raymond James & Associates currently includes more than 100 research analysts and publishes research on more than 1,000 companies. Their work is complemented by technical and economic analysts, and is supported by nearly 40 research associates and other support staff.

GUGGENHEIM INVESTMENT OPTIONS

Exchange Traded Funds

 

Standard & Poor's Investment Advisory Services, LLC

S&P Dow Jones Indices LLC, a subsidiary of The McGraw-Hill Companies, is the world’s largest, global resource for index-based concepts, data and research. Home to iconic financial market indicators, like the S&P 500® and the Dow Jones Industrial Average™, S&P Dow Jones Indices LLC has over 115 years of experience constructing innovative and transparent solutions that fulfill the needs of institutional and retail investors. More assets are invested in products based upon S&P Dow Jones indices than any other provider in the world. With over 830,000 indices covering a wide range of assets classes across the globe, S&P Dow Jones Indices LLC defines the way investors measure and trade the markets.

GUGGENHEIM INVESTMENT OPTIONS

Exchange Traded Funds

 

Sustainable Wealth Management, Ltd.

Sustainable Wealth Management, Ltd. is a Calgary, Alberta based firm dedicated to developing structured indices/benchmarks for institutional investors. The firm specializes in the North American energy sector with indices based on unconventional natural gas, North American energy infrastructure and unconventional oil such as Canada's oil sands. The firm's index construction methodology is based exclusively on quantitative factors.

GUGGENHEIM INVESTMENT OPTIONS

Exchange Traded Funds

 

Wilshire Associates

Wilshire Associates, a leading global independent investment consulting and services firm, provides consulting services, analytics solutions and customized investment products to plan sponsors, investment managers and financial intermediaries. Its business units include Wilshire Analytics, which in turn includes the Wilshire Indexes, Wilshire Consulting, Wilshire Funds Management and Wilshire Private Markets. With ten offices on four continents, Wilshire Associates and its affiliates are dedicated to providing clients with the highest quality counsel, solutions and services.

GUGGENHEIM FUNDS INVESTMENT OPTIONS

Exchange Traded Funds

 

Zacks Investment Research, Inc.

Zacks Investment Research, Inc. has more than 25 years of experience in providing institutional and individual investors with the analytical tools and financial information necessary to the success of their investment process. Today, Zacks receives daily electronic data feeds and printed research reports on over 10,000 companies from over 200 brokerage firms, produced by more than 3,500 analysts amounting to over 500,000 pages of brokerage research. In addition, Zacks records 25,000 earnings estimate revisions and changes in broker recommendations weekly.

GUGGENHEIM FUNDS INVESTMENT OPTIONS

Exchange Traded Funds

 


 



BulletShares®, BulletShares® USD Corporate Bond Index, and BulletShares® USD High Yield Corporate Bond Index are trademarks of Accretive Asset Management LLC and have been licensed for use by Guggenheim Investments. Accretive Asset Management, LLC is an affiliate of Guggenheim Investments.

Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC, a subsidiary of McGraw Hill Financial, Inc., and have been licensed for use by Guggenheim Investments and its affiliates.  Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC.  S&P Dow Jones Indices LLC (together with its affiliates, “S&P”) does not make investment recommendations, and S&P does not sponsor, endorse, sell or promote the Guggenheim S&P High Income Infrastructure ETF.  S&P makes no representation or warranty regarding the advisability of investing in the Guggenheim S&P High Income Infrastructure ETF.  Past performance of an index is not a guarantee of future results.

The Russell 2000® Index is a trademark of Russell Investment Group and has been licensed for use by Guggenheim Investments and its affiliates. This Guggenheim fund is not sponsored, endorsed, issued, sold or promoted by Russell Investment Group nor does Russell Investment Group make any representation regarding the advisability of investing in any Guggenheim fund. Russell Investment Group is the owner of the trademarks and copyrights related to its respective indexes.

The Funds or securities referred to herein are not sponsored, endorsed, or promoted by MSCI, and MSCI bears no liability with respect to any such Funds or securities or any index on which such Funds or securities are based. The Prospectus contains a more detailed description of the limited relationship MSCI has with Guggenheim Investments and any related funds.



 

Read a prospectus and summary prospectus (if available) carefully before investing. It contains the investment objectives, risks, charges, expenses and other information, which should be considered carefully before investing. To obtain a prospectus and summary prospectus (if available) click here or contact us.

Guggenheim Investments represents the investment management businesses of Guggenheim Partners, LLC ("Guggenheim"), which includes Security Investors, LLC ("SI"), Guggenheim Funds Investment Advisors, LLC, ("GFIA") and Guggenheim Partners Investment Management ("GPIM") the investment advisers to the referenced funds. Securities offered through Guggenheim Funds Distributors, LLC, an affiliate of Guggenheim, SI, GFIA and GPIM.

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