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ETF Analytics for the Future

ETFs are the funds of the future. Why use data from the past? Fund Quotient provides tailored ETF analytics, reporting, and consulting to help you get more out of the market.

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Struggling To Fit ETFs Into the Mutual Fund Mold?

Struggling To Fit ETFs Into the Mutual Fund Mold?

ETFs arose from an SEC rule exemption, but they’re quickly becoming the new investment normal — even as the industry loses $600 million to ETF pricing inefficiencies every year. Too many investment professionals still rely on fixed mutual fund metrics that can’t keep up with the nearly 2,000 changes ETF cost and performance undergo daily. Fund Quotient can.

Our measurement solutions give ETFs the dynamic measures they deserve, helping you find the right ETF products at the right price by the minute — not by the day.

What We Do

Start managing ETFs as confidently as you do mutual funds. Fund Quotient funnels dynamic ETF data into analysis and reporting tailored to your requirements.

Analytics & Benchmarking

Find, monitor, and assess the right ETFs for you with portfolio-specific analytics and benchmarks.

Daily Reports

Track your ETFs accurately over time with reports sent directly to your inbox.

Consulting

Master ETF pricing, selection, and performance with one-on-one investment consulting.

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What We Do

Start managing ETFs as confidently as you do mutual funds. Fund Quotient funnels dynamic ETF data into analysis and reporting tailored to your requirements.

Get Started

Analytics & Benchmarking

Find, monitor, and assess the right ETFs for you with portfolio-specific analytics and benchmarks.

Daily Reports

Track your ETFs accurately over time with reports sent directly to your inbox.

Consulting

Master ETF pricing, selection, and performance with one-on-one investment consulting.

Better ETF Investing

Price Accurately

Set the right ETF price based on true market value and real-time insight into market conditions and cost fluctuations.

Track Performance

Get a clear picture of performance based on precise returns, risk metrics, and comparisons to accurate ETF benchmarks.

Increase Competitiveness

Keep your funds competitive by tailoring your distribution strategies and fees according to ETF-specific performance data.

Find the Right Funds

Evaluate ETF cost and performance relative to benchmarks to find funds that suit your investors’ goals.

Win Investors’ Confidence

Create clear and precise ETF performance reports that assure investors they’re in good hands.

Rebalance Your Portfolio

Strike the right balance between cost and performance with real-time ETF trading data.

Pinpoint the Right Fit

Easily compare historical ETF returns, risks, costs, and performance to zero in on the best-fit ETFs for your portfolio.

Monitor Your Portfolio

Regularly review benchmarks and peers for your portfolio to assess whether the ETFs meet the plan’s criteria and pivot if they don’t.

Make Strategic Decisions

Justify your selections and changes with accurate ETF data that reflects your commitment to investors.

About
Fund Quotient

The industry is moving toward ETFs. Fund Quotient exists to help investment professionals move along with it.

Founder and Principal Paul Ellenbogen has analyzed mutual fund expenses, performance, and profitability for over 25 years, first as a mutual fund analyst in the early days of Morningstar, then in marketing and product management at Scudder Kemper (now DWS) and Calamos, and then back at Morningstar as the lead of the mutual fund board reporting group. He then served as the Vice President of U.S. Regulatory and Risk at Broadridge before starting his own firm in 2022.

Through it all, he's seen how dynamic ETFs are — and how static the available data continues to be. He founded Fund Quotient to help investment professionals embrace the ETF future.

Ready for Better
ETF Measurement?

Fill out the form to the right to take the first step toward a powerful ETF portfolio.

(872) 463-0449

paul.ellenbogen@fundquotient.com

Chicago, IL

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