ACA White Paper: An Adviser's Introduction to ETF Management

November 8, 2017

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.

An Adviser's Introduction to ETF Management

What's Inside?

  • What is an ETF?
  • Management Style
  • Tracking Error
  • Creation Basket
  • Transparency
  • Liquidity
  • Presenting Performance
  • Exchange Listing Requirements
  • Seed Capital
  • The Distributor’s Role
  • Fees

Click here to download the white paper.