In The News

Asset Management Attorneys Discuss Key Considerations on Mutual Fund to ETF Conversions Widely in the Media

Practices: Asset Management, Investment Management, Mutual Funds, ETFs & Closed-End Funds

Following Precidian ETF’s approval by the SEC, fund managers may be interested in converting traditional open-end funds into an ETF. Asset management partner Brian McCabe provided insights on this in a number of articles. 

An overview of the key considerations of doing this was outlined in a client alert co-authored by Mr. McCabe together with asset management associate Teo Larsson-Sax. As well as being referenced in the above articles, the alert was mentioned in a piece published by titled “ETFs Get Active: The Precidian Model Makes Active ETFs the Next Big Thing.” 

Mr. McCabe and Mr. Larsson-Sax also co-authored a piece published by Fund Board Views on May 23 titled “Board considerations in converting open-end funds into ETFs” and the alert was republished in the July issue of The Investment Lawyer.

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