Founded by Kevin Kelly, Benchmark Investments is a real estate index firm. Mr. Kelly created, and conceived, the company to provide access to the premier indexes of SRVR & INDS.
Benchmark Investment’s indexes can be used as versatile tools to support active portfolio management by integrating into critical functions like risk, volatility and liquidity management. Many institutions need Benchmark’s indexes to obtain strategic exposures in the core components of their investment portfolios and to achieve portfolio diversification. The range of uses can be used for tasks like making tactical adjustments to portfolios, rebalancing, transition management, cash equitization, and interim beta. Market participants are also attracted to benefits such as liquidity, ease and speed of use and low costs.
Benchmark’s indexes power investment products and strategies for some of the top leading firms including its franchise SRVR & INDS indexes.
Management & Operations
Nasdaq Index Calculation Agent
Nasdaq Global Indexes has been creating innovative, market-leading, transparent indexes for more than 40 years and today they are one of the largest providers of Smart Beta indexes based on AUM. Their world renowned brands include the NASDAQ-100 Index, Nasdaq Global Equity, Dorsey, Wright & Associates, and Nasdaq Dividend Achievers. They provide benchmarks, research, resources, and tools specifically for investment professionals to help grow and protect assets.
Pacer Financial Investment Advisor & Fund Distributor
Pacer Financial is the link between some of the most innovative financial products available today and financial advisors. Pacer partners with financial services companies they believe have the best solutions to meet investors needs, but frequently have no way to get the solutions to the financial advisor market. Pacer’s national wholesaling team works with financial advisors every day to share these solutions and help simplify ideas into strategies that investors can understand.
NYSE Listing Exchange
NYSE Arca is the top U.S. exchange for the listing and trading of exchange-traded funds (ETFs) and also trades more than 8,000 U.S.-listed securities. The market offers fully automated, transparent open and closing auctions in ETFs and significant price improvement opportunities at the midpoint in all securities. As of December 31, 2017, NYSE Arca’s listed ETFs had over $2.8 trillion in assets under management (AUM), representing nearly 83% of all U.S. listed ETFs.