Mergent Index Services

Mergent is a leading provider of index calculation technology,as well as a top provider of licensed investment products based on the Mergent Achievers™ Indices. Investment products based on these indices currently have over $4 billion in assets under management, and are offered by major investment management firms worldwide, including BlackRock, UBS, Vanguard and others.

Index Calculation & Distribution
With our wealth of expertise and unparalleled index calculation and distribution technology, Mergent Index Services offers a unique opportunity for our clients with total independence. Whether you need a benchmark or tradeable index in any market, region, sector, asset class or currency we can license existing methodologies or create tailor-made benchmark solutions.

Our index technology has a 10 years+ proven track record and is used to calculate and distribute some of the major global indices with billons of dollars under management.

Best Fit Index Solutions™

  • Custom Index Creation
  • Index Methodology Licensing
  • Back-Testing
  • Index Calculation
  • Index Distribution
  • In-House Index Calculation Technology
  • Custom Index Software Development

Index Licensing & Custom Index Creation
Mergent offers index licensing and custom creation of its Mergent Achievers™ Indices. In 1979, Mergent (Moody’s ®) began identifying companies that have increased their annual dividend payments for ten or more consecutive years. In recognition of the dividend-paying companies’ performance, Moody’s created the Handbook of Dividend Achievers. Among the first companies that were recognized for their exemplary dividend history are Bank of America Corporation, American International Group, Inc., PepsiCo, Inc. and Johnson & Johnson. These companies remain as Dividend Achiever constituents as they continue their record of dividend increases.

The Dividend Achivers indices remain our hallmark, and these indices form the basis for numerous high-quality investment products offered by some of the largest investment management firms worldwide, including BlackRock, UBS, TD Asset Management, Vanguard and others. The companies comprising the Dividend Achievers Indices are high quality, stable companies, and have historically been blue-chip companies with a strong cash reserve. Moreover, these companies have a proven track record of solid, steady earnings improvement.

Learn more about the Mergent Achievers Indices at www.dividendachievers.com.

Moody’s is a registered trademark of Moody’s Corporation