MarketGrader Welcomes New Board Member Mike Paul
CORAL GABLES, Fla. — MarketGrader, a pioneering name in smart beta investment solutions, has announced the appointment of Mike Paul to its Board of Directors. Paul will primarily focus on enhancing MarketGrader’s Smart Beta Indexes business by providing strategic guidance on business development, key staffing, and commercialization opportunities across the firm’s extensive global index library. He will also advise on product strategy and partnerships.
“Mike brings a wealth of experience from building, leading, and advising various asset managers and FinTech companies both domestically and internationally. His addition will be invaluable as we collaborate with established managers and emerging wealth platforms, enabling investors to benefit from exceptional equity strategies aimed at growth and capital appreciation. With Mike’s vast experience, particularly in licensing our Index suite for ETFs, annuities, and custom delivery systems like direct indexing, we are poised for exciting new avenues,” said Carlos Diez, Founder and CEO of MarketGrader.
Mike Paul’s Impressive Background
Paul began his career as part of the team behind the creation of iShares ETFs, which revolutionized the asset management industry. He later led the charge to establish a European iShares business that rapidly became the largest ETF franchise in EMEA. During his tenure as Head of Product Development at iShares in the U.S., Paul oversaw the launch of more than 100 products, including some of the industry’s largest ETFs such as LQD, HYG, EEM, and IAU. He transitioned to Warburg Pincus, leading an investment into Source, a European asset management firm where he served as CEO and elevated the company to a leading position in Europe. Post the sale to Invesco in 2017, he managed the business until 2019. Currently, he is the CEO of a multi-family office and a board member at CapIntel.
“Carlos and his team have cultivated a truly distinctive product offering driven by a well-defined and enduring systematic approach. There are myriad applications for their smart beta solutions across the wealth and investment management sectors, and I am excited to assist their team in unlocking the next growth stage. With the current market saturation, performance is what truly matters, and I am thrilled to be joining MarketGrader’s board,” stated Paul.
MarketGrader’s Visionary Approach
Diez remarked, “A significant majority of MarketGrader’s indexes have outperformed both their benchmarks and active peers over short- and long-term periods. We are eager to enlighten the industry and investors about the advantages of our proprietary GARP + Quality stock selection methodology. With over two decades of success within our index family, we are confident that our process is well-equipped to continue delivering financial success to investors and advisors by identifying enduring growth-oriented companies trading at attractive prices.”
Joining a Strong Roster of Directors
As a newly appointed Director, Paul will work alongside WealthTech entrepreneur Rob Foregger and innovative technologist Jim MacIntyre, whose business accelerator, Product Lab, formed a strategic partnership with MarketGrader in 2023.
About MarketGrader
Founded in 1999, MarketGrader.com Corp. is a Miami-based provider of global equity research and index-based solutions. The company aims to be the leading source of next-generation Smart Beta investment solutions, helping investors attain superior risk-adjusted returns by pinpointing the world’s highest quality enterprises. Utilizing its proprietary GARP + Quality methodology, MarketGrader screens over 41,000 publicly traded companies across 92 nations, representing an impressive market capitalization of over $127 trillion. The firm has developed more than 100 Smart Beta indexes. MarketGrader employs three approaches to deliver these solutions: licensing its indexes to investment management firms, offering smart beta portfolio solutions to wealth managers, and providing access to its proprietary GARP + Quality ratings to both retail and institutional clients, which include Dow Jones, SS&C ALPS, VanEck, and BMO. In 2007, MarketGrader collaborated with Barron’s to create the Barron’s 400 Index.
Media Contact
For queries, please contact:
Paul Damon for MarketGrader
+1 802.999.5526
paul@keramas.net
A photo accompanying this announcement can be accessed directly through the media source.
