ETFs are an ideal structure to deliver MarketGrader’s intellectual property to investors globally. Through a single share of an ETF that tracks a MarketGrader Index, investors gain access to a disciplined, transparent, and fully scalable investment framework grounded in rigorous fundamental research.

Scalable Access to MarketGrader’s Investment Intelligence

Every MarketGrader Index is built from the ground up using a proprietary framework that analyzes the fundamental financial statements of over 40,000 publicly traded companies globally. Each company is scored based on 24 indicators across growth, value, profitability, and cash flow, and then ranked using our GARP + Quality methodology.

Once this framework is embedded into an ETF, the result is profound: any investor—individual or institutional—can own a globally researched, actively refreshed, rules-based portfolio in a single share. Whether tracking a broad market like global emerging markets, or a focused exposure such as Israeli small caps or U.S. mid-cap growth, each ETF powered by a MarketGrader Index delivers the full benefit of our stock selection and disciplined rebalancing—automatically and cost-effectively.

Tax Efficiency Meets Tactical Rebalancing

MarketGrader Indexes rebalance semi-annually, replacing up to 30–40% of holdings in each rebalance to ensure portfolios maintain exposure to only the most fundamentally attractive companies. While such turnover might lead to capital gains distributions in traditional structures, ETFs shield investors from these taxes through in-kind redemption mechanisms. This unique characteristic allows ETF holders to benefit from the disciplined reshuffling of their portfolio—essential to MarketGrader’s strategy—while minimizing tax drag and enhancing long-term compounding.

Global Access Made Simple and Consistent

The global scalability of MarketGrader’s framework makes it ideal for ETF sponsors seeking to build cross-border or multi-region strategies. Our methodology is standardized across markets, sectors, and capitalizations—meaning the same rigorous stock selection framework can be applied in Brazil, China, India, Israel, or the United States.

As a result, an entire family of smart beta ETFs powered by MarketGrader can be constructed under a single intellectual blueprint—something virtually no other index family offers. Investors in one geography can own the best-rated stocks in another, without needing to navigate local markets or worry about data inconsistencies. The ETF wrapper puts global GARP + Quality exposure at their fingertips—with a consistent methodology that scales across regions and investor types.