15 Jun 2021

How to Convert a Mutual Fund to an ETF

Securities Services
This playbook highlights some of the considerations when converting a mutual fund to an ETF, along with the changes you may need to make to your operations.

The US Exchange-Traded Fund (ETF) market has grown dramatically over the last decade, with an annual growth rate of nearly 19% and assets under management exceeding $5 trillion at the end of 2020. In addition to the expected growth of the market, the approval of several semi-transparent ETF models has more active asset managers considering adding ETFs to their product offering.

A big challenge for managers entering the ETF market is building the scale necessary to be competitive. One way to achieve scale is to convert an existing mutual fund into an ETF, which can help firms get a leg up when entering the ETF race.

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