What you need to know about ETF Conversions

Moving to an ETF can offer benefits such as reducing operational costs and increasing flexibility, tax efficiency, and investor interest. These benefits are the major reason why Bloomberg Intelligence estimates that over the course of the next 10 years, active managers could add $1 trillion to the ETF industry by converting mutual funds and moving internal assets to ETFs.

If you’re thinking about transitioning assets to an ETF, then don't miss our live webcast on October 12th at 3:00pm ET. ACA Foreside will team up with experts from U.S. Bank to discuss key factors you should consider as you determine whether transitioning to an ETF is the right option for your fund.

Speakers

• Joseph Higgins, Senior Director, ACA Foreside
• Sonja Formato, Solutions Consultant II, ACA Foreside
• Michael Barolsky, Senior Vice President, U.S. Bank
• Casandra Sauer, Senior Vice President, U.S. Bank