DELIVERING ON THE PROMISE OF SMART BETA
Mark Identification

DELIVERING ON THE PROMISE OF SMART BETA

Serial Number

86367601

Filing Date

Aug 15, 2014

Registration Date

Apr 19, 2016

Trademark by

RESEARCH AFFILIATES LLC

Classification Information

Financial services, namely, providing financial and investment information services in the nature of a financial index; securities analysis, classification and reporting services; mutual fund investing services; compiling and managing an index-based portfolio of securities and an index-based mutual fund; Financial services, namely, providing direct asset management, hedge fund management, investment advisory services, financial and investment information services in the nature of a financial index, securities analysis, classification and reporting services, mutual fund investing services, consultation in the field of investing; research in the field of investing; financial asset allocation and portfolio construction; financial planning for financial asset allocation; Financial services, namely, funds investment; investment of funds for others; providing financial planning and investment strategy information and analysis services for others; Financial asset management and investment strategy consulting services

Insurance and Financial