Foreside and Dechert hosted Session 3 of a three-part series on expanding your product line up with ETFs. This third session focused on ETF distribution strategies. Foreside’s Joe Higgins, Senior Director, along with Dechert’s Adam Teufel, Partner, Matt Collins, Vice President, PGIM Investments, Tom Staudt, Chief Operating Officer, ARK Invest, and Justin Fay, Director of Global Strategy and Product Management, Pershing, explored the below topics:
- Challenges and lessons from building an ETF business alongside a mutual fund complex (and other products)
- COVID- 19 and how that has affected your distribution strategy
- Distribution coverage breakdown
- Models and Strategists – understand the investment decision-maker
- Successful tips on working with advisors and selling your ETF
Click HERE to instantly listen to the replay.