About

/About

Our Firm

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

Kevin R. Kelly
Kevin R. Kelly
Founder, CEO & Managing Partner
Mr. Kelly responsibilities include the development and implementation of real estate, and equity, investment strategies establishing firm investment policy. He is also responsible for portfolio construction. Kevin Kelly serves as the index portfolio manager for all the Benchmark Real Estate SCTRs. Mr. Kelly’s thought leadership on markets, eCommerce, 5G & Cloud Technologies, and retail can be found throughout media outlets weekly. In September of 2014, Nasdaq named Kevin Kelly an ‘ETF Insider’ and he is frequently featured at industry events.

Previously, Kevin Kelly founded Recon Capital Partners where he served as the Chief Investment Officer, Managing Partner and Portfolio Manager of affiliated funds. Funds managed included a long / short REIT hedge fund, domestic portfolios and international portfolios including DAX Germany, and the FTSE 100. At Recon Capital, Mr. Kelly led initial public offering of the Eagle Growth and Income (NYSE: EGIF) closed end fund after creating a custom options strategy for the portfolio as well as building their successful ETF (exchange traded fund) franchise which was later sold. Kevin Kelly previously worked for Goldman Sachs in the investment management division and Deutsche Bank’s debt capital markets group in London.
Kevin R. Kelly received a Bachelor of Science Degree in Finance, Summa Cum Laude, from the W.P. Carey School of Business and Barrett, the Honors College at Arizona State University.
Krista Kelly
Krista Kelly
Executive Director
Krista Kelly joined Benchmark in 2017. She is responsible for both the day-to-day operations of the firm and the timely execution of key business marketing initiatives.  She is in charge of Benchmark’s education and investor outreach efforts including business development among investment advisors, financial planners, investment counselors and family offices. Previously, Ms. Kelly has served in several key account management positions including at a Fortune 500 company. Ms. Kelly has earned her BA from Arizona State University.

Strategic Partners

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.