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ETF-ization accelerates: SEC share-class relief puts trillions in mutual fund assets in play
The SEC’s approval of ETF share-class structures arrives as the mutual-fund-to-ETF migration is already gaining traction.
What Is a Share Class? The term "share class" represents a category of shares investors can purchase, each having its own set of features such as fee structures, minimum investment requirements, and ...
Specialist asset manager Liontrust has adopted global funds network Calastone’s share class conversions solution. Calastone’s solution allows fund managers to simplify their product offerings and lets ...
Dimensional’s first exchange-traded share class of an existing fund, began trading at the end of March, followed by the ...
The SEC is opening the path for dual‑share‑class ETFs to roll out – but the wealth management industry is in no hurry to follow. While the SEC’s notice last week has practically opened the floodgates ...
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