Principles-based Insight

Vident Financial Celebrates 5th Anniversary by Lowering Fees (January 2018)

Vident Financial, LLC annouced in anticipation of the firm's 5th year anniversary, fees would be lowered across all Vident ETFs.


WeatherStorm Forensic Accounting Long-Short Index Rebalance Review (September 2017)

WeatherStorm - A Vident Group of Companies - an alternative asset management company, undergoes quarterly rebalance of their long-short index strategy (FLAGLSX)


Vident Financial's Chief Economist, Jerry Bowyer Discusses Equifax's Red Flags on Fox Business. Watch Here. (September 2017)

 

Find out why Vident Financial was shorting Equifax before the scandal broke. Read the Blog Here.


Vident Financial, LLC Welcomes Rafael Zayas as Senior Portfolio Manager at its Subsidary Vident Investment Advisory, LLC  (September 2017)

Vident Financial, LLC is proud to welcome Rafael Zayas as Senior Portfolio Manager to Vident Investment Advisory, LLC (VIA). Mr. Zayas brings over fifteen years of trading and portfolio management experience in global equity products and ETFs.


Vident Financial, LLC Names Deborah Kimery, CFA Chief Operating Officer to Enhance Client Service and Operational Excellence (July 2017)

Vident Financial is proud to announce and welcome Deborah Kimery, CFA, as Chief Operating Officer of the firm. Mrs. Kimery brings over thirty years of investment managment, advisor services and operational expertise.


Vident Core International Equity Index (VIEQX) Semi-Annual Rebalance Review (July 2017)

The rebalance serves to identify changes in international market opportunities and diversify risk across emerging and developed countries and regions, helping to reduce country, currency and company concentration risks.


Vident Core U.S. Stock Index (VCUSX) Semi-Annual Rebalance Review (July 2017)

The rebalance serves to identify changes in market opportunities and risks and update the portfolio accordingly. As well as, eliminate what we believe to be high risk stocks from the index and increase diversity and liquidity by reducing concentrated positions and positioning in lesser liquid names.


Vident Core U.S. Bond Index (VUBDX) Quarterly Rebalance Review (July 2017) 

The goal is to identify changes in the fixed income sectore valuations for opportunity and risks. As well as, eliminate issuers with high risk of default and increase diversity by reducing concentrated positions. Rebalance changes and updates are driven by creditworthiness (made up of the leadership, governance and financial distress factors), duration and yield of issuers. 


WeatherStorm Forensic Accounting Long-Short Index Rebalance Review (June 2017) 

WeatherStorm – A Vident Group of Companies – an alternative asset management company, undergoes quarterly rebalance of their long-short index strategy.


Vident Core U.S. Bond Index (VUBDX) Rebalance Review (April 2017)

Vident Financial reconstitutes the Vident Core U.S. Bond Index (VUBDX) every quarter. We believe that Vident's reconstitution rebalances VUBDX into better lenders at better yields rather than the traditional cap-weighted bond index leading to more indebted lenders.


Vident Investment Advisory, LLC Names Jumana Poonawala Chief Operating Officer to Facilitate Growth and Operational Excellence (July 2016)

Ms. Poonawala brings over seventeen years of financial advisory and operations experience. She has managed global portfolios including managing foreign currency exposure across emerging markets. Ms. Poonawala will be responsible for overseeing day-to-day operations and ensuring companywide alignment with a competitive growth strategy...


Vident Financial is listed as a featured partner of Kingdom Advisors (June 2016)

Kingdom Advisors logo


 Looking to the Global Landscape for Opporunities (April 2016)

Nick Stonestreet Asset TV

Opinions expressed are subject to change at any time, are not guaranteed and should not be considered investment advice. Beta is a measure of the volatility of a security or a portfolio compared to the market as a whole. The S&P 500 Index is a broad based unmanaged index of 500 stocks, which is widely recognized as representative of the equity market in general.

 


Vident Financial rings NASDAQ closing bell (May 2014)

Vident rings NASDAQ closing bell

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