Ultimus Fund Solutions is one of the largest independent fund administration providers, servicing over 1,800 funds with over $500 billion in assets under advisement. Ultimus provides comprehensive administration solutions to various registered and private fund structures, including ETFs, interval and tender offer funds, BDCs, private equity, and hedge funds.
Many advisors offer separately managed accounts (SMAs) to their clients. Advisors that offer the SMA strategy in an ETF structure may be able to improve tax efficiency and attract investors who prefer ETFs to the SMA structure.
WEBCAST – Gaining Scale and Efficiencies in your Practice Through Proprietary ETFs
Looking to expand the reach of your SMA strategy?
As the use of Exchange-Traded Funds (ETFs) continue to expand, leading RIAs have supercharged their practice by launching proprietary active ETFs. The ETF structure allows advisors to more effectively promote successful SMA strategies, providing greater operational efficiency, expanded distribution opportunities, and better tax efficiency for investors.
In this session our panel of industry experts will cover:
- Benefits of the ETF structure.
- An Investment Advisor’s perspective and experience in converting an SMA strategy to an ETF.
- Operational and Compliance considerations.
- Next steps to bring your product to market.