Brochure

From Mutual Fund to ETF: Evaluate the Right Structure for Your Strategy

Explore your product path with SS&C’s ETF servicing expertise

ETFs continue to reshape the investment landscape, and for many firms, choosing the right structure is critical. Whether you’re launching a new fund or converting an existing one, SS&C offers comprehensive servicing solutions and deep ETF experience to support you at every step.

This fact sheet helps you evaluate whether an ETF is the right fit, identify the best structure for your goals and understand your options for launch or conversion.

Break down the "Four T’s": Transparency, Total Cost, Tradability and Tax Efficiency.
Compare ETF paths: Understand the trade-offs between active/passive and wrapper options.
Plan your next move: See how SS&C supports direct conversion, shell creation and new trust launches.

SS&C has been powering ETF innovation since 1993. Learn how we can help you move forward with confidence.