HAUPPAUGE, N.Y.—March 12, 2019—Gemini (now Ultimus Fund Solutions) today shares insights from a recent webinar featuring a panel of ETF industry experts who covered why this may be an opportune time for an advisor to launch an ETF. The webinar, “Why & How to Launch an ETF in 2019,” was moderated by Alma Piscitello, Executive Vice President at Gemini, and included expert perspectives from: Scott P. Szever, Director of Exchange Traded Products, New York Stock Exchange; Richard M. Duff, JD, President of Redwood Investment Management; and Denise Krisko, CFA, President of Vident Investment Advisory, LLC.
“Investors added more than $300 billion* to ETFs last year, which is the second largest yearly inflow ever,” explained Mr. Szever.
During the event, the panel covered the following topics for advisors considering starting an ETF:
- Why create an ETF and the specific benefits to advisors and investors
- The key components of structuring an ETF
- ETF market trends and what strategies investors are seeking
- Marketing and distribution best practices
The panel also discussed what ETF launch and ongoing administration responsibilities fall upon an advisor and what can and should be outsourced to other firms. “Our firm found value in partnering with experts in ETF products,” said Mr. Duff. “By outsourcing most of the operating burden, we were able to focus on what mattered to us—attracting assets and investors and delivering results.”To Learn More:
LISTEN to the webinar recording.
About Ultimus Fund Solutions
Ultimus Fund Solutions provides a highly customized and comprehensive suite of fund administration services for investment advisers. Our high-quality services include integrated solutions that support the launching and servicing of mutual funds, hedge funds, ETFs, private equity funds, real estate funds, venture capital funds, variable annuity trusts, state-sponsored 529 plans plus the unique needs of pensions, endowments, and foundations.
Our offering comes with a deep commitment to excellence, achieved through investments in both talent and technology, with constant focus on maintaining our consultative approach and boutique service culture. Ultimus stands out as an award-winning, trusted business partner by helping investment advisers and fund families navigate and flourish in today’s increasingly sophisticated and dynamic industry landscape. Ultimus’ comprehensive service solutions are provided by seasoned teams of professionals with a wealth of financial services experience. For more information, visit www.ultimusfundsolutions.com.
*Markets Media, January 9, 2019
7979 GC 3/11/2019 | 2011-NLD-3/12/2019