• "In-House" Expertise/ Project Management
  

              Bringing 20 years of ETF expertise to your project

              Participated in over 100 ETF launches

• Strategic and Regulatory Review (All Asset Classes)

              We work with your team to translate their efforts into the ETF ecosystem and create a path to success
              Deliberate with management team on the various metrics for the “go/no go decision” 

• Conversions- (Mutual Funds, SMAs, Private Funds)

              Converting your funds into a new legal and investment structure has numerous operational and                              regulatory hurdles. We work side-by-side with your team to navigate the process and make the                                conversion seamless for your clients

• Vendor Introductions and Review

              The ETF ecosystem has a community of vendors dedicated to supporting your ETF business. We                            navigate you through the decision process and find the right fit for your project and your firm’s culture 

•  Marketing/Distribution

              Marketing and distribution are arguably the single most import ingredients to running a successful ETF                  business. The industry is constantly evolving the means in which we communicate to our investors.

              We will explore with you the various ways the industry is forging their marketing and distribution                              efforts. We can introduce you to ETF specific marketing and public relation firms to get your story out                    to investors

• Capital Markets (APs, LMMs and Seed Capital)

             The creation/redemption process fuels the benefits that ETF structure provides.  Choosing the right                       partners to navigate the process and bring operational efficiency to your ETF is a critical                                           component to success. We will set up meetings with the key capital markets professionals to discuss                   the unique needs of your ETF and find you the right partners

• Index/Product review

            We provide a competitive analysis of your product and where it fits in the ETF landscape

            We identify the opportunities for the success of your product

• Operations

            A key decision is whether or not to be on a Shared Trust or create your own Trust. Operational expertise               and efficiency are important elements in looking at the process of running an ETF business. We will walk               you through all the options and their benefits

Services

From Idea to Strategy to Success

ETF CONSULTING