ETF Education Series
Making the switch, turning a mutual fund into an ETF
Asset managers have several paths to creating and scaling their ETF business: building their own ETF franchise, acquiring existing ETF issuer(s), or utilizing a white label platform.
Duration: 1 hour
Please RSVP to confirm attendance. Invitation is non-transferable.
In 2021 a new path was created, the mutual fund to ETF conversion. With the successful conversion of over 15 mutual funds to ETFs, and more planned for 2022, industry participants should ensure they understand the key regulatory, business, and operational considerations for converting a mutual fund directly into to an ETF.
Join the New York Stock Exchange as we sit down with K&L Gates and Brown Brothers Harriman (BBH) to discuss:
- The benefits of converting mutual funds to ETFs
- How to assess client base suitability
- The various paths to conversion
- Ensuring your business is ETF ready
Registrants can submit questions in advance and view the webinar on-demand at HomeofETFs.com.
