S&P Dow Jones Indices Launches MyIndex™ and Collaborates with Brooklyn Investment Group to Expand Access to Customizable Indices

NEW YORK, Sept. 16, 2024/PRNewswire/ -- S&P Dow Jones Indices ("S&P DJI"), the world's leading index provider, and Brooklyn Investment Group ("Brooklyn") today announced the launch of MyIndex™, a customizable version of S&P DJI's market-leading indices offering, on Brooklyn'smanaged accounts platform.

As the demand for indices and index-based solutions continues to grow, Brooklyn'smanaged accounts platform enables market participants to build and implement bespoke, index-based portfolio solutions powered by S&P DJI's MyIndex™ offering. Through this license of its iconic equity indices and related data, S&P DJI expands access to its indices via another tool of choice for market participants while remaining aligned with its publicly available index methodologies.

"One of S&P DJI's key priorities as an independent index provider is to continue offering choice to the market. As such, S&P DJI engages and collaborates with a wide range of financial institutions and product providers to license our innovative indices and data to make them available to a variety of market participants and channels," said Dan Draper, Chief Executive Officer at S&P DJI. "By collaborating with Brooklynto deliver our indices on their technology-based platforms, S&P DJI looks forward to facilitating access to our intellectual property as a new generation of investors participates in markets and reflects the ongoing transformation in global financial markets."

"S&P DJI has been closely monitoring the direct indexing ecosystem for quite some time and is actively engaged with various platforms to understand how our data offerings may be used for direct indexing," said Brandon Hass, Head of Direct Indexing and Model Portfolios at S&P DJI. "Direct indexing is part of an ongoing market evolution, as new technologies and investing platforms emerge, market participants' demand for portfolio customization increases, and preferences shift. S&P DJI is excited to collaborate with Brooklynto deliver MyIndex™ on this platform."

Market participants can now leverage thousands of S&P DJI indices, including core U.S. equity indices such as the S&P 500^®, the S&P SmallCap 600^® and the S&P MidCap 400^® through MyIndex™ on Brooklyn'splatform, which seamlessly enables multi-asset direct indexing with automated tax-loss harvesting. S&P DJI's indices and index data are also available on Brooklyn'sopen architecture, white-label managed account technology. Through these direct indexing solutions, market participants may combine the benefits of independently governed and transparent indices that measure different markets with the ability to customize their own investment options based off of market-leading benchmarks.

"Brooklynsees technology as the new wrapper for customized portfolios. Unlike ETFs and mutual funds, our tech-powered managed accounts enable financial advisors to deliver customized investment solutions and tax alpha across equities and fixed income to each client while continuing to scale growth," said Erkko Etula, CEO and Co-Founder of Brooklyn Investment Group. "The combination of MyIndex™ and Brooklynoffers advisors a solution that is designed to simplify the creation and implementation of custom index-based portfolios - from tax-optimized transitions and ongoing management to after-tax reporting - at Brooklynwe call it operational alpha."

For more information about using S&P DJI indices in direct indexing solutions, please visit: https://www.spglobal.com/spdji/en/landing/topic/direct-indexing/.

ABOUT S&P DOW JONES INDICES

S&P Dow Jones Indices is the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500^® and the Dow Jones Industrial Average^®. More assets are invested in products based on our indices than products based on indices from any other provider in the world. Since Charles Dowinvented the first index in 1884, S&P DJI has been innovating and developing indices across the spectrum of asset classes helping to define the way investors measure and trade the markets.

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies, and governments to make decisions with confidence. For more information, visit https://www.spglobal.com/spdji/en/.

The S&P Dow Jones indices (the "Indices") are products of S&P Dow Jones Indices LLC and/or its affiliates ("SPDJI") and/or their third-party licensors and have been licensed for use by Brooklyn. S&P®, S&P 500®, S&P MidCap 400^®, S&P SmallCap 600^®, US 500™, The 500™, MyIndex ™, iBoxx®, iTraxx® and CDX® are trademarks of S&P Global, Inc. or its affiliates ("S&P"); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC ("Dow Jones"); third party licensor trademarks in the Indices, if any, are trademarks of the respective third party licensors and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by Brooklyn. Brooklyn'sproducts are not sponsored, endorsed, sold, or promoted by SPDJI, Dow Jones, S&P, their respective affiliates, or their third-party licensors and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the Indices.

ABOUT BROOKLYNINVESTMENT GROUP

Brooklyn Investment Group is an SEC-registered investment adviser that combines artificial intelligence with institutional-grade portfolio optimization and automated tax-loss harvesting to power personalized portfolios for its clients, which include wealth and asset management firms. To learn more about the company, its technology, and career opportunities, visit BKLN.com, LinkedIn, or reach out to us at [email protected].

The information contained above is provided for informational and educational purposes only, and nothing contained herein should be construed as investment advice, either on behalf of a particular financial product or an overall investment strategy. Brooklyn Investment Group, The Nasdaq, Inc., its affiliates, and its licensors do not make any recommendation to buy or sell any financial product or any representation about the financial condition of any company or fund. Statements regarding Nasdaq's proprietary indexes are not guarantees of future performance. Actual results may differ materially from those expressed or implied. Past performance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

FOR MORE INFORMATION:

S&P Dow Jones Indices

April Kabahar
Global Head of Communications
(+1) 917 796 3121
[email protected]

Alyssa Augustyn
Americas Communications
(+1) 773 919 4732
[email protected]

Brooklyn Investment Group

Stella Binkevich
Head of Operations
(+1) 908 460 6020
[email protected]

SOURCE S&P Dow Jones Indices

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