Distribution Insights and Alerts
View our latest articles and insights on best practices and trends in distribution.
Latest insights and alerts
Potential Benefits of an ETF
ETFs have many advantages over traditional open-end funds, including costs, structures, tax, efficiencies, and market size.
Article
- Distribution
- Mutual Fund
The History of ETFs in the U.S.
From the launch of the first ETF in 1993, the market has continued to evolve in size and scope.
Article
- Distribution
The Investment Manager’s Role in Mutual Fund Distribution
This article will discuss benefits and drawbacks to sponsoring and operating a proprietary fund trust or launching a product as a series of an existing shared trust.
Article
- Distribution
An Introduction to ETFs
ETFs have exploded in popularity for various reasons, such as ease of purchase, trading flexibility, and tax efficiency.
Article
- Distribution
An Overview of Tender Offer Funds
Tender offer funds repurchase shares at the Board of Trustees’ discretion pursuant to Rule 13e-4, Section 14, and Schedule TO under the Exchange Act.
Article
- Distribution
An Overview of Interval Funds: Rule 23c-3
An overview of Rule 23c-3 forms the foundation for understanding interval funds’ fundamental structure. Rule 23c-3 delineates the regulatory framework, mechanisms, and restrictions for how interval funds conduct repurchase offers.
Article
- Distribution