Al Neubert

Chief Portfolio Strategist

Mr. Neubert is considered a leading authority on index development and maintenance protocols. Mr. Neubert began his career in 1976 at Standard & Poors where he managed and led the development of the S&P 500, S&P MidCap 400, S&P SmallCap 600 and SuperComposite 1500 Indexes. Al was also involved in the creation of the S&P/BARRA Growth and Value Index series. Mr Neubert then served as Senior Director for Global Marketing & Business Development at Dow Jones Indexes and STOXX from 1999 to 2001. After Dow Jones, Al developed new indexes, index-linked products, marketing & sales campaigns and business development programs for clients including Cantor Fitzgerald ETF and Index Trading Group, Sydney Futures Exchange, Calvert Group, Information Management Network, FTSE, KLD Research & Analytics, Nasdaq, Renaissance Capital Management, Dow Jones Indexes, IHS Global, INDXX and Vestek Systems. Mr. Neubert was instrumental in the development of the Calvert Social Index which served as the basis for a Vanguard indexed mutual fund and the KLD (now MSCI) Large Cap Social Index, which was the basis for an ETF launched by BGI (now BlackRock).

Mr Neubert is a frequent lecturer on investment and risk management strategies at The U.S Military Academy at West Point, Princeton University, Rutgers, State University at Albany and has authored several index-related articles for periodicals and books, including “Professional Perspectives on Indexing,” “Index Design and Implications for Index Tracking,” and “Indexing for Maximum Investment Results.”

Mr Neubert holds Series 7, 63 and 66 licenses and is a frequent speaker at industry conferences and seminars.

Mr. Neubert has a BA in Finance from Pace University and an MBA from New York University