In conjunction with the release of ICI’s new white paper outlining the operational, regulatory, and technological considerations for asset managers preparing to launch ETF share classes within existing mutual fund portfolios, ICI is hosting a series of webinars to explore these developments in greater depth.
ICI is hosting a series of webinars to explore the operational, regulatory, and technological considerations for asset managers preparing to launch ETF share classes within existing mutual fund portfolios, in conjunction with the release of a new white paper, Join us Wednesday, November 5, 1:00–2:00 p.m. ET, for this first informative session to gain valuable insights into the evolving ETF share class landscape. The webinar will focus on operational considerations from an asset manager, legal, and service provider perspective.
As the SEC’s anticipated relief for funds offering both ETF and mutual fund share classes draws closer, this discussion will highlight how this structure could expand investor choice, improve efficiency, and strengthen competition across the asset management sector.
A panel of experts will:
-
Discuss recent changes to the exemptive relief applications
-
Provide an overview of how the industry is preparing for the dual share class structure
-
Share updates on automation for the interclass exchange privilege
Speakers
Testing Content
