Exchange Traded Funds (ETFs) have been on a meteoric rise since their introduction in 1993, with total assets now topping $4 trillion*. They appeal to investors because of the diversification, transparency, liquidity, and cost-effectiveness they offer, among other benefits. Gemini provides a complete service offering to help advisors capture assets through these popular investment vehicles.
Higher creation costs and lower expense ratios create a higher breakeven point for ETF managers. ETF transactions also do not include incentive fees for broker dealer platforms and broker dealer representatives like mutual funds. Gemini offers advisors a solution to combat these higher costs with our series trust offerings, which allow advisors to share costs like those incurred from compliance or board services. Our dedicated ETF onboarding team and extensive partnerships also equip us to help you get your fund to market quickly and to effectively manage it thereafter.
Additionally, raising assets for a new ETF requires a sound distribution strategy, which must include a plan for educating investors about the benefits of ETFs, how they differ from a mutual fund, and how they can be used in a portfolio. Through our dedicated ETF distribution services, Gemini can assist you in developing this strategy for your fund.