Future Proof your Firm’s Growth with your own ETFs
ETFs can deliver potential cost-savings and tax-efficient benefits, which can play a significant role in positioning your business for growth.
If you’re ready to Future Proof your firm’s growth and drive potential cost savings, look no further than exchange-traded funds (ETFs). These increasingly popular investment vehicles can enhance your existing strategy by delivering appealing perks such as cost effectiveness, tax efficiency, operational ease, and more.
Asset managers, RIAs, and institutions looking to streamline trading or day-to-day operations, improve tax efficiency, or elevate their business visibility to promote proprietary strategies may find ETFs to be a compelling choice.
Elevate your Strategy with these ETF Benefits:
Grow Your Revenue Stream
Chances are, you're already integrating ETFs into your investment strategy or SMA program. So, why not consider launching your own fund and widening your client base? Exposure to clientele who may not meet the SMA's minimum requirements could lead to revenue stream growth.
Tax-Efficient Wrapper
The inherent tax efficiency of the ETF wrapper, particularly the potential to minimize or eliminate capital gains distributions, can mirror your existing strategy. Move your assets into one or multiple ETFs and discover additional opportunities for revenue growth.
Simplify Operations
ETFs can consolidate your entire investment or SMA strategy into one single trade. Rather than making multiple trades to onboard a new client or rebalance multiple clients, the purchase of the ETF is the only trade, and the trading and rebalancing is done automatically.
Diversify your Client Base
With a fund that trades on a major exchange, ETFs provide a powerful platform to promote proprietary models and your advisory business to a wider audience. ETFs can be used as a valuable cross-selling tool to drive client acquisition and AUM growth.
See How ETFs Work for Advisors
Investment Advisors often find ETFs to be a significantly more efficient investment wrapper for their clients. ETFs can help advisers streamline business operations, taxes, and trading of their portfolios. ETFs can also simplify the opening, reporting, and operations of smaller accounts, allowing advisors to focus on client relationships.
The tax structure of ETFs, particularly their ability to minimize capital gains tax, can be a key consideration for institutional clients with substantial assets. ETC works with institutions and other firms to repackage their existing SMA strategies into a comprehensive suite of ETFs, potentially driving cost savings and revenue growth for their core business.
What Advisors May Consider
- Converting an SMA to an ETF
- Converting a model portfolio to an ETF
- Quantifying their investment strategy and mirroring it with an ETF
See How Exchange Traded Concepts Works with Advisors
Exchange Traded Concepts is an independent investment advisor with a track record of providing high-quality advice and hands-on support to firms interested in launching an ETF or issuers that need help managing an existing ETF more efficiently. Whether you’re looking for a turnkey solution like ETF-in-a-BoxTM, portfolio management and capital markets support, or need help navigating an SMA or mutual fund conversion, ETC provides a full suite of ETF services that can be scaled to fit your business needs.
ETC exists to give everyone the opportunity to launch an ETF, whether you’re looking to grow your revenue stream or gain investor exposure. By choosing ETC for your ETF needs, clients have the potential to save time and effort, reduce expenses, and have confidence they’re working with a trusted and reliable partner with longevity and credibility in the ETF space.
Future Proof your business with your own ETFs. Contact ETC to learn if consolidating your existing strategy into one trade could provide advantages over your current structure.
