Experience Counts

Firm Profiles

Index Provider: Sanford C. Bernstein

Bernstein is widely recognized as Wall Street's premier sell-side research and brokerage firm, with a global equity trading platform that spans the US, Europe, and Asia. Bernstein is a wholly-owned subsidiary of AllianceBernstein L.P.

As a uniquely independent firm, we deliver trusted research and execution like no other. Our renowned black books exemplify unbiased, in-depth company and industry research. We’ve assembled a deep community of analysts—acknowledged thought leaders who typically have many years of experience in the industries they cover.

Independent surveys of major institutional investors rank Bernstein's research #1 for overall quality, industry knowledge, most trusted, best detailed financial analysis, major company studies, most useful valuation frameworks and best original research.

Differentiated expertise and analysis allow us to generate exclusive insights for institutional investors, reframing perspectives and strategies across markets and sectors. With independent clarity, we cut through complexity and get to the core of what matters to our clients today—and what matters ahead.

Advisor: Exchange Traded Concepts

Exchange Traded Concepts is an exchange-traded-fund (ETF) advisor with passive and active exemptive relief from the SEC under the Investment Company Act of 1940 to launch custom domestic and international equity and fixed-income ETFs through a complete turnkey solution.

Sub-Advisor: Vident Investment Advisory

Vident Investment Advisory (VIA) is a trusted partner to ETF asset managers and sponsors. VIA is engaged in ETF subadvisory services and portfolio management, offering capabilities that enable its partners to launch and execute on passively managed ETF fund strategies as well as actively managed strategies covering traditional and alternative asset classes. VIA portfolio management coverage spans the global equity, fixed-income, currency, commodity and alternatives markets, including strategies involving derivative instruments such as futures and options. VIA has a deep understanding of the ETF asset management landscape from managing equity index funds and ETFs for a variety of sponsors and styles.

VIA’s established relationships include major service providers and global banks in ETF servicing. The firm’s commitment to investing in systems and operational innovation enables internal scalability and innovation. And it allows VIA to adopt a best-practices approach to ensure that its clients receive the best service for their unique needs.

$2.5 Billion AUM • 21 ETFs and UCITs • 57 Separately Managed Accounts.

Portfolio Management

Denise M. Krisko, CFA

Vident Investment Advisory
20+ year investment veteran

Denise M. Krisko, CFA, joined Vident Investment Advisory (VIA) as its President in November 2014 and has over 20 years of investment-management experience. Prior to joining VIA, she was the chief investment officer of Index Management Solutions. Prior to that, Krisko was a managing director and co-head of the Equity Index Management and head of East Coast Equity Index Strategies for Mellon Capital Management. She was also a managing director of the Bank of New York and head of Equity Index Strategies for BNY Investment Advisors from August 2005 until the merger of The Bank of New York with Mellon Bank in 2007, when she assumed her role with Mellon Capital Management. Krisko attained the Chartered Financial Analyst designation in 2000. She holds a BS from Pennsylvania State University and obtained an MBA from Villanova University.