Brochure

Is It Time to Convert Your Fund to an ETF?

Learn how to evaluate, plan and execute an ETF conversion with confidence.

Thinking about launching or converting to an exchange-traded fund (ETF)? SS&C has been supporting ETF innovation since 1993, helping managers evaluate structure options, streamline conversions and operate efficiently post-launch.

Download the fact sheet to learn:

  • How ETF structures solve the “Four T’s”: Transparency, Tax Efficiency, Total Cost and Tradability.

  • Key steps to choosing and executing the right conversion pathway.

  • How SS&C’s integrated platform ensures a smooth, tax-efficient transition from mutual fund to ETF.

Move forward with clarity and confidence. Download the fact sheet today.