Our US subsidiary Mergent, Inc. has developed several indices based upon its rich store of Global Equity and North American Fixed Income historical datasets. Many highly successful financial products are benchmarked against these Indices, including ETFs, closed and open end funds and structured products. Mergent’s well-known indices and portfolios are based on the powerful proprietary financial models of subsidary Ford Equity Research and Mergent’s own definitive series of databases.
Included among the Mergent Indices family are:
Dividend Achievers Index Family
The Dividend Achievers Indices, a series of Third Generation indices based on Mergent's extensive historical database, tracks U.S. equities that have paid an increasing amount of dividends for ten consecutive years or more. Launched by Mergent in 2003 from a concept developed 25 years ago by Mergent's predecessor, Moody's Investors Service, Dividend Achievers have demonstrated the ability to consistently increase dividend payments over a substantial period of time, though volatile markets and challenging political climates. They include:
• Mergent Dividend Achievers50™ Index
• Mergent Broad Dividend Achievers™ Index
• Mergent International Dividend Achievers™ Index
• Mergent High Growth Rate Dividend Achievers™ Index
• Mergent North American Dividend Achievers™ Index
• Mergent Dividend Achievers™ Select Index
• NASDAQ Dividend Achiever Index (in partnership with NASDAQ)
Share Buyback Achievers
Among Mergent’s active equities indices, this index series is specially-designed to track companies that translate strong earnings into shareholder value through share buybacks.
Value Momentum Portfolio
Grounded on sophisticated equity screening mechanisms, the construction of this asset portfolio mix leverages the analytics of industry-leading quantitative research house, subsidiary Ford Equity Research.
North American Fixed Income Indices
A new series of North American Fixed Income Indices, these indices are based upon the robust Mergent Fixed Income Terms and Conditions databases and Pricing and Evaluations Service.
Customised Indices and Portfolios
Fine-tailored to the specialized needs of institutional investors, Mergent-constructed indices are supported by extensive backtesting and unrivaled data infrastructure.