ACA is pleased to present, An Adviser’s Introduction to ETF Management a white paper examining the points of consideration for investment advisers exploring the creation and management of an exchange-traded fund (“ETF”).
ETFs remain a trending industry topic, with more and more investment advisers looking to launch these products each year. Our white paper discusses what an ETF is and how it differs from a mutual fund (including creation basket and transparency concepts), reviews the passive and active management concepts, touches on performance presentation considerations, and examines the role of the ETF distributor.
- What is an ETF?
- Management Style
- Tracking Error
- Creation Basket
- Presenting Performance
- Exchange Listing Requirements
- Seed Capital
- The Distributor’s Role
Click here to download the white paper.