We want to launch an ETF. Should I be the ETF Advisor or Sub-Advisor?
“To advise or sub-advise…that is the question.” William Shakespeare, outsourced compliance consultant, circa 1978. Choosing an ETF white-label partner can be daunting, [...]
Lowering Costs by Taking EDGAR filing duties in-house
Colleagues, We continue to build a platform that helps ETF sponsors win. In that spirit, I wanted to share some good news: We are [...]
We are Lowering ETF White Label Costs and Investing Back into the Business
From Day 1, we have sought to build a platform that helps ETF sponsors win with a dedication to affordability, turnkey operations, and transparency. [...]
Mutual Fund to ETF Conversions: To Proxy or Not to Proxy, that is the question
ETF conversions are accelerating, and we are seeing more and more mutual funds converting into ETFs. The reasons for a mutual fund to ETF [...]
Why Advisors (and Family Offices) Should Consider Creating their Own ETFs
We believe that the primary benefits of the ETF wrapper (tax efficiency, easy access, and transparency) should be available to a broader set of professional [...]
Can You Keep Your Track Record After an ETF Conversion?
We get a lot of questions related to whether or not you can keep your official track record when you do a tax-free ETF conversion. [...]
Important Insights Into Index Versus Active ETF Management
We have received quite a few questions related to the costs and benefits an ETF sponsor faces when managing their funds as a “passive/index fund” [...]
Should I launch an Active ETF or Index ETF?
Should you launch an Active or Index ETF? This post dives into some of the regulatory & legal nuances involved. If you are a [...]
How to Start an ETF? Resources and FAQ
We are on a mission to lower barriers to entry in the ETF market by delivering an affordable, easy-to-use, and transparent solution. Via our [...]
Can ETF white label platforms “steal” your ETF?
In this piece, we walk through the common comment that ETF white label operations can "steal" your ETF. And while this is a valid concern, [...]