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.