”Russell 1000® Index”, ”Russell 3000® Index”, ”Russell” and all other Russell index names are registered trademarks or service marks of Russell Investment Group and Frank Russell Company.
Russell and Mergent have entered into a strategic alliance with respect to the Russell Dividend Achievers Indexes. Russell and Mergent are the source and joint owners of the trademarks, service marks and copyrights related to the Russell Dividend Achievers Indexes. Russell is a trademark of Russell Investments. Mergent is the owner of the Mergent trademarks, service marks and copyrights related to the Mergent marks and the Dividend Achievers methodology.
Russell Investments and Research Affiliates LLC have entered into a strategic alliance with respect to the Russell Fundamental Indexes. Subject to Research Affiliate’s intellectual property rights in certain content, Russell Investments is the owner of all copyrights related to the Russell Fundamental Indexes. Russell Investments and Research Affiliate jointly own all trademark and service mark rights in and to the Russell Fundamental Indexes. Research Affiliates is the owner of the trademarks, service marks, patents and copyrights related to the Fundamental Index and the Fundamental Index methodology.
”Standard & Poor’s®”, ”S&P®”, ”S&P 500®”, ”Standard & Poor’s 500,” and ”500” are registered trademarks of the McGraw-Hill Companies, Inc.
”MSCI” and ”KLD” and all other MSCI product names are the trademarks, registered trademarks or service marks of MSCI in the United States and other jurisdictions.
”FTSE®” is a trade mark jointly owned by the London Stock Exchange Plc and The Financial Times Limited and is used by FTSE International Limited under license. ”Research Affiliates” and ”Fundamental Index” are trademarks of Research Affiliates LLC (”RA”).
The FTSE Research Affiliates Fundamental Indices are calculated by FTSE International Limited (”FTSE”) in conjunction with Research Affiliates LLC (”RA”).
Standard & Poor’s, Russell Investment Group, KLD, MSCI, FTSE, and Research Affiliates as owners of their respective indexes are collectively referred to below as ”Licensors”.
Parametric investment products are not promoted, sponsored or endorsed by, nor in any way affiliated with the Licensors. The Licensors are not responsible for and have not reviewed Parametric investment products nor any associated literature or publications and the Licensors make no representation or warranty, express or implied, as to their accuracy, or completeness, or otherwise.
The Licensors reserve the right, at any time and without notice, to alter, amend, terminate or in any way change their indexes. The Licensors have no obligation to take the needs of any particular fund or its participants or any other product or person into consideration in determining, composing or calculating any of their indexes.
All copyright in the index values and constituent list vests in the Licensors. All rights in and to the methodology used in the calculation of their indexes vests in the Licensors. Parametric has obtained licenses from Licensors to use their indexes.
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