Preparing for ETFs as a Share Class: Updated and Expanded Second Edition

Alert
June 11, 2025
1 minutes

On March 17, 2025, Ropes & Gray published a white paper describing the much-anticipated Share Class Relief and outlining matters we believed Advisers and Boards may want to consider in connection with their initial implementation of a Combined Class Structure and their ongoing monitoring of such a structure. There have been a number of developments since then which are outlined in this second installation.

Read the White Paper

While implementation will no doubt involve certain challenges and complexities, given our broad fund industry contacts and unmatched ETF operational expertise, Ropes & Gray is well positioned to help Fund sponsors and Fund Boards navigate them. Please reach out to your regular Ropes & Gray contact or contact us at ETFInnovations@ropesgray.com.