{"url":"https://etfiq.com/methodology/library","section":"methodology","title":"How the ETFIQ Research Library Is Made | ETFIQ","description":"How ETFIQ\u2019s Research Library is made: 20 sources read, summaries checked against each paper, and figures from ETFIQ\u2019s own data, as of Oct 21, 2026.","as_of":"Oct 21, 2026","structured_data":[{"@type":"TechArticle","name":"How the Research Library is made","url":"https://etfiq.com/methodology/library","dateModified":"2026-10-21","publisher":{"@id":"https://etfiq.com/#org"}},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"Methodology","item":"https://etfiq.com/methodology/"},{"@type":"ListItem","position":3,"name":"Research Library","item":"https://etfiq.com/methodology/library"}]},{"@type":"WebPage","name":"How the ETFIQ Research Library Is Made","description":"How ETFIQ\u2019s Research Library is made: 20 sources read, summaries checked against each paper, and figures from ETFIQ\u2019s own data, as of Oct 21, 2026.","url":"https://etfiq.com/methodology/library","dateModified":"2026-10-21","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"speakable":{"@type":"SpeakableSpecification","cssSelector":[".lede"]},"publisher":{"@id":"https://etfiq.com/#org"}}],"characters":14155,"truncated":false,"content":"ETFIQ / Methodology / Research Library \n On this page\n Scope Sources Definitions and method What is checked every night What this cannot tell you Where to next \n As of Oct 21, 2026.\n How the Research Library is made\n As of Oct 21, 2026, the library reads 20 of the 28 sources it considered and publishes 33 summaries; 4 drafted summaries are held for failing a check.\n Scope\n Public research on ETFs and the markets they hold, from fund issuers, banks, research firms and industry bodies, published in the last twelve months. A page that asks for a login, a role or a form, or is marked for professional or institutional use only, is left out. ETFIQ hosts no paper: each entry links the firm\u2019s page.\n Sources\n Every source considered, and why it is in or out, as read on Oct 20, 2026. Source: ETFIQ. Source Kind Decision Why \n AQR Research firm included Public Alternative Thinking papers and white papers. Included under the standing rule (Adam, 2026-10-11): terms that prohibit automated access do not count as an objection; only an objection made to ETFIQ, or a refusal, removes a source. Read openly as ETFIQ (data@etfiq.com), a few pages a run, at least 4 seconds apart and at any Crawl-delay its robots.txt asks, and only paths robots.txt allows. \n Allianz Investment Management Issuer included Buffer ETF research and guides. The site asks a visitor to pick investment professional or individual investor; only pages open to individual investors are taken. Included under the standing rule (Adam, 2026-10-11): terms that prohibit automated access do not count as an objection; only an objection made to ETFIQ, or a refusal, removes a source. Read openly as ETFIQ (data@etfiq.com) from CI, a few pages a run, at least 4 seconds apart and at any Crawl-delay its robots.txt asks, and only paths robots.txt allows. \n Bitwise Issuer included Crypto market reviews and research. Included under the standing rule (Adam, 2026-10-11): terms that prohibit automated access do not count as an objection; only an objection made to ETFIQ, or a refusal, removes a source. Read openly as ETFIQ (data@etfiq.com) from CI, a few pages a run, at least 4 seconds apart and at any Crawl-delay its robots.txt asks, and only paths robots.txt allows. \n BlackRock Issuer included Public insights pages on ishares.com and blackrock.com; papers in the financial-professionals section are excluded as gated. Its terms prohibit robots used to copy the site: flagged to the VP. Included under the standing rule (Adam, 2026-10-11): terms that prohibit automated access do not count as an objection; only an objection made to ETFIQ, or a refusal, removes a source. Read openly as ETFIQ (data@etfiq.com), a few pages a run, at least 4 seconds apart and at any Crawl-delay its robots.txt asks, and only paths robots.txt allows. \n Calamos Issuer included Investment team outlooks and option-income and structured-protection research (Voices blog). Included under the standing rule (Adam, 2026-10-11): terms that prohibit automated access do not count as an objection; only an objection made to ETFIQ, or a refusal, removes a source. Read openly as ETFIQ (data@etfiq.com) from CI, a few pages a run, at least 4 seconds apart and at any Crawl-delay its robots.txt asks, and only paths robots.txt allows. \n Charles Schwab Issuer included Public Schwab Center for Financial Research and Schwab Asset Management articles. Included under the standing rule (Adam, 2026-10-11): terms that prohibit automated access do not count as an objection; only an objection made to ETFIQ, or a refusal, removes a source. Read openly as ETFIQ (data@etfiq.com), a few pages a run, at least 4 seconds apart and at any Crawl-delay its robots.txt asks, and only paths robots.txt allows. schwabassetmanagement.com refused ETFIQ (403, 2026-10-20), so only schwab.com is read. \n Direxion Issuer included Leveraged ETF education papers (PDFs). Included under the standing rule (Adam, 2026-10-11): terms that prohibit automated access do not count as an objection; only an objection made to ETFIQ, or a refusal, removes a source. Read openly as ETFIQ (data@etfiq.com) from CI, a few pages a run, at least 4 seconds apart and at any Crawl-delay its robots.txt asks, and only paths robots.txt allows. \n Fidelity Issuer included Public Learning Center and Viewpoints articles; institutional.fidelity.com excluded as gated. Its terms ask that no high-speed automated access is used: this reader is neither high-speed nor repeated. Included under the standing rule (Adam, 2026-10-11): terms that prohibit automated access do not count as an objection; only an objection made to ETFIQ, or a refusal, removes a source. Read openly as ETFIQ (data@etfiq.com), a few pages a run, at least 4 seconds apart and at any Crawl-delay its robots.txt asks, and only paths robots.txt allows. \n First Trust Issuer included Public market and economic commentary on ftportfolios.com. Included under the standing rule (Adam, 2026-10-11): terms that prohibit automated access do not count as an objection; only an objection made to ETFIQ, or a refusal, removes a source. Read openly as ETFIQ (data@etfiq.com), a few pages a run, at least 4 seconds apart and at any Crawl-delay its robots.txt asks, and only paths robots.txt allows. \n Global X Issuer included Public product research articles and PDFs. No terms page was found to read. Included under the standing rule (Adam, 2026-10-11): terms that prohibit automated access do not count as an objection; only an objection made to ETFIQ, or a refusal, removes a source. Read openly as ETFIQ (data@etfiq.com), a few pages a run, at least 4 seconds apart and at any Crawl-delay its robots.txt asks, and only paths robots.txt allows. Its PDF host, assets-cms.globalxetfs.com, refused ETFIQ (403, 2026-10-20), so only its web articles are read. \n Innovator ETFs Issuer included Buffer research and monthly playbooks (PDFs). Its terms address now redirects to its owner Goldman Sachs\u2019s privacy page, so no terms were read; innovatoretfs.com itself answered ETFIQ. Included under the standing rule (Adam, 2026-10-11): terms that prohibit automated access do not count as an objection; only an objection made to ETFIQ, or a refusal, removes a source. Read openly as ETFIQ (data@etfiq.com) from CI, a few pages a run, at least 4 seconds apart and at any Crawl-delay its robots.txt asks, and only paths robots.txt allows. \n Invesco Issuer included Public insights pages. Its terms prohibit data mining and robots: flagged to the VP. Included under the standing rule (Adam, 2026-10-11): terms that prohibit automated access do not count as an objection; only an objection made to ETFIQ, or a refusal, removes a source. Read openly as ETFIQ (data@etfiq.com), a few pages a run, at least 4 seconds apart and at any Crawl-delay its robots.txt asks, and only paths robots.txt allows. \n Investment Company Institute Industry body included Public research, the Fact Book and ICI Viewpoints; member-only statistics files excluded. Included under the standing rule (Adam, 2026-10-11): terms that prohibit automated access do not count as an objection; only an objection made to ETFIQ, or a refusal, removes a source. Read openly as ETFIQ (data@etfiq.com), a few pages a run, at least 4 seconds apart and at any Crawl-delay its robots.txt asks, and only paths robots.txt allows. \n J.P. Morgan Bank included Public outlooks on jpmorgan.com. Its terms prohibit robots used to copy its pages without written permission: flagged to the VP. Included under the standing rule (Adam, 2026-10-11): terms that prohibit automated access do not count as an objection; only an objection made to ETFIQ, or a refusal, removes a source. Read openly as ETFIQ (data@etfiq.com), a few pages a run, at least 4 seconds apart and at any Crawl-delay its robots.txt asks, and only paths robots.txt allows. \n J.P. Morgan Asset Management Issuer included Public PDFs on am.jpmorgan.com; the adv (advisor) and institutional sections ask the reader to declare a role, so they are excluded as gated. Included under the standing rule (Adam, 2026-10-11): terms that prohibit automated access do not count as an objection; only an objection made to ETFIQ, or a refusal, removes a source. Read openly as ETFIQ (data@etfiq.com), a few pages a run, at least 4 seconds apart and at any Crawl-delay its robots.txt asks, and only paths robots.txt allows. \n ProShares Issuer included Leveraged and inverse ETF insights and education. Included under the standing rule (Adam, 2026-10-11): terms that prohibit automated access do not count as an objection; only an objection made to ETFIQ, or a refusal, removes a source. Read openly as ETFIQ (data@etfiq.com) from CI, a few pages a run, at least 4 seconds apart and at any Crawl-delay its robots.txt asks, and only paths robots.txt allows. \n Research Affiliates Research firm included Public articles. Included under the standing rule (Adam, 2026-10-11): terms that prohibit automated access do not count as an objection; only an objection made to ETFIQ, or a refusal, removes a source. Read openly as ETFIQ (data@etfiq.com), a few pages a run, at least 4 seconds apart and at any Crawl-delay its robots.txt asks, and only paths robots.txt allows. \n State Street Investment Management Issuer included Public papers in the individual and library sections; intermediary and institutional sections excluded as gated. Included under the standing rule (Adam, 2026-10-11): terms that prohibit automated access do not count as an objection; only an objection made to ETFIQ, or a refusal, removes a source. Read openly as ETFIQ (data@etfiq.com), a few pages a run, at least 4 seconds apart and at any Crawl-delay its robots.txt asks, and only paths robots.txt allows. \n UBS Bank included Public Chief Investment Office pages on ubs.com; advisors.ubs.com excluded as an adviser site. Its terms prohibit systematic retrieval to build a database: flagged to the VP. Included under the standing rule (Adam, 2026-10-11): terms that prohibit automated access do not count as an objection; only an objection made to ETFIQ, or a refusal, removes a source. Read openly as ETFIQ (data@etfiq.com), a few pages a run, at least 4 seconds apart and at any Crawl-delay its robots.txt asks, and only paths robots.txt allows. \n Vanguard Issuer included Public research on corporate.vanguard.com; advisor-only pages excluded. Included under the standing rule (Adam, 2026-10-11): terms that prohibit automated access do not count as an objection; only an objection made to ETFIQ, or a refusal, removes a source. Read openly as ETFIQ (data@etfiq.com), a few pages a run, at least 4 seconds apart and at any Crawl-delay its robots.txt asks, and only paths robots.txt allows. \n Bank of America Institute Bank excluded Excluded: the Institute publishes consumer and macro data, not ETF or market research, so no paper fits the library. \n CFA Institute Industry body excluded Excluded (VP, 2026-10-20): CFA Institute's terms name artificial intelligence and machine learning tools among the automated uses they prohibit, and this is editorial content, not issuer data, so Adam's 2026-10-11 rule on issuers' disclosures does not reach it. \n Goldman Sachs Bank excluded Excluded: goldmansachs.com refused ETFIQ (403 at /terms-and-conditions, 2026-10-20). A refusal removes a source (Adam, 2026-10-11). \n Grayscale Issuer excluded Excluded: grayscale.com and research.grayscale.com refused ETFIQ (429 at robots.txt, read from CI on 2026-10-20). A refusal removes a source (Adam, 2026-10-11). \n Morgan Stanley Bank excluded Excluded for now: robots.txt and the terms page timed out from this machine and again from CI on 2026-10-20, so the site cannot be read as ETFIQ asks. \n Morningstar Research firm excluded Excluded: morningstar.com refused ETFIQ (403 on its research pages, 2026-10-20). A refusal removes a source (Adam, 2026-10-11). \n VanEck Issuer excluded Excluded: every page read sent ETFIQ round a loop of cookie-consent redirects (us/en/legal and the press page, 2026-10-20), so a page cannot be read as ETFIQ asks without accepting cookies. VanEck is also read only by the nightly paced job. \n WisdomTree Issuer excluded Excluded: wisdomtree.com refused ETFIQ (403 at /terms, 2026-10-20). A refusal removes a source (Adam, 2026-10-11). \n \n Definitions and method\n Each paper is read openly as ETFIQ, with data@etfiq.com in every request, at least four seconds apart and at any crawl delay its host asks, and only where its robots.txt allows. Its text is kept for summarizing and checking and is never published. A summary is three to five points in ETFIQ\u2019s words, drafted by Claude and then checked. The ETFIQ take is not drafted: it is computed from data ETFIQ publishes every trading night, with each figure\u2019s date and a link to the page that prints it, and it states the paper\u2019s figure beside ETFIQ\u2019s without reconciling them.\n What is checked every night\n Every figure in a summary must appear in the paper with the same unit. No run of nine words may be the paper\u2019s own. Every sentence that carries a figure names the firm. The lead names the paper\u2019s month. A summary that fails any check is held and never published, and the census re-checks every published summary against the stored text and every take figure against its own source.\n What this cannot tell you\n A summary is not the paper. The take compares a paper\u2019s set and window with ETFIQ\u2019s, which differ, so neither confirms the other. Nothing here is a recommendation.\n Where to next\n The Research Library ETFIQ Research How every figure is computed \n Cite this page. ETFIQ, How the Research Library is made, data as of Oct 21, 2026. https://etfiq.com/methodology/library Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data .\n Other forms Plain ETFIQ, How the Research Library is made, data as of Oct 21, 2026. https://etfiq.com/methodology/library APA ETFIQ. (Oct 21, 2026). How the Research Library is made. Retrieved from https://etfiq.com/methodology/library Markdown [How the Research Library is made (ETFIQ, Oct 21, 2026)](https://etfiq.com/methodology/library)","source":"ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.","publisher":{"@id":"https://etfiq.com/#org","name":"ETFIQ","url":"https://etfiq.com"},"license":"https://etfiq.com/license/","license_text":"Figures ETFIQ computes are free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.","citation":"ETFIQ, How the Research Library is made, data as of Oct 21, 2026. https://etfiq.com/methodology/library"}