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Complicated Layers of a Mutual Fund-to-ETF Switch

January 25, 2022
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Complicated Layers of a Mutual Fund-to-ETF Switch

Fund providers must assess several areas before deciding whether to convert a mutual fund into an ETF, shared Foreside’s Sonja Formato, Senior Director, and Jim Nash, Managing Director, Fund Chief Compliance Officer in a recent opinion piece featured in Ignites. Firms must do their due diligence when considering such a move and assess time, costs, and the changing product landscape. As a legal underwriter, Foreside is proud to be one of the many service partners helping make these conversions more possible for fund sponsors and issuers.

In a featured opinion piece by Ignites, Foreside’s established conversion framework is summarized and gives asset managers an actionable framework for discussing if a fund conversion makes sense for your business, as well as investors.  Click here to learn more about the undertaking.