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Owners

Goods & Services

Downloadable electronic financial publications, namely, prospectuses, factsheets, financial reports, financial booklets, financial newsletters, financial brochures, and financial books all in the financial, investment, retirement plan, non-qualified plan, and non-profit fields; downloadable electronic publications, namely, lists featuring investment securities and an index based on securities values; downloadable electronic data files relating to an index of securities values; downloadable electronic data files relating to benchmark portfolios of securities and related metrics; downloadable electronic publications, namely, lists featuring securities within benchmark portfolios and related metrics; electronic, magnetic, optical and other machine-readable media, namely, compact disks, magnetic disks, and computer memories containing or featuring financial information for use in the financial, investment, retirement plan, non-qualified plan, and non-profit fields; downloadable video recordings in the financial, investment, retirement plan, non-qualified plan, and non-profit fields

Educational services, namely, conducting classes, conferences, teleconferences, seminars, workshops and tutorial sessions, all in the financial, investment, retirement plan, non-qualified plan, and non-profit fields

Printed financial publications, namely, prospectuses, factsheets, financial reports, financial booklets, financial newsletters, financial brochures, and financial books, all in the financial, investment, retirement plan, non-qualified plan, and non-profit fields; printed materials, namely, printed lists featuring investment securities and an index based on securities values; printed publications in the nature of lists featuring securities within benchmark portfolios and related metrics

Financial consulting services; real estate investment consulting services; investment portfolio manager evaluation services; investment portfolio monitoring services; investment portfolio performance analysis services; securities, commodities and real estate investment research services; transfer agency services rendered to issuers of investment securities; currency brokerage services; trust and investment management services; commodities investment management services; securities underwriting services; securities brokerage services; mutual fund administration services; investment banking services; providing financial information by electronic means; providing and updating information relating to an index of securities values for others and providing rules as to the makeup of the index; providing and updating information relating to benchmark portfolios of securities and related metrics; financial services in the nature of an investment security, and providing on-line financial calculators