Why convert a mutual fund or ETF to a series trust?
Hundreds of funds throughout the mutual fund industry with assets measured in the hundreds of billions utilize a series trust structure.
Evaluating a potential mutual fund to ETF conversion
Converting from mutual funds to ETFs can appeal to the evolving preferences of investors. However, it demands careful thought and preparation.
Dual-share ETFs: Top questions from asset managers
The SEC recently signaled its intent to bring regulatory shifts in the exchange-traded funds (ETFs) space. Here, we share our top recommendations to prepare for dual-share ETFs.
Three questions to ask when choosing a fund CCO
How to structure fund CCO services depends on a firm’s take on whether those services can meet requirements for critical factors.
