Top 10 Ways to Screw up a Tax-free Conversion from an SMA to an ETF
If you’ve read about converting separately managed accounts or private investment funds into a new ETF using Section 351 of the Internal Revenue Code, [...]
If you’ve read about converting separately managed accounts or private investment funds into a new ETF using Section 351 of the Internal Revenue Code, [...]
“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, [...]
Colleagues, We continue to build a platform that helps ETF sponsors win. In that spirit, I wanted to share some good news: We are [...]
From Day 1, we have sought to build a platform that helps ETF sponsors win with a dedication to affordability, turnkey operations, and transparency. [...]
ETF conversions are accelerating, and we are seeing more and more mutual funds converting into ETFs. The reasons for a mutual fund to ETF [...]
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 [...]
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. [...]
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 you launch an Active or Index ETF? This post dives into some of the regulatory & legal nuances involved. If you are a [...]
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 [...]