MMI Webinar: Dual-Share-Class ETF Structures: Addressing the Gap Between Asset and Wealth Managers

Overview

Gain key insights on this impending, critical industry shift and its implications.

MMI and Cerulli are pleased to present the next installment of an ongoing webinar series focused on the most important trends shaping the U.S. asset and wealth management industries. 

The expected exemptive relief for dual-share-class products represents a critical industry shift. Take part in the conversation on Tuesday, June 17 to understand the implications as key stakeholders eagerly await SEC approval. 

The expected exemptive relief is an important evolution that will nudge the industry in the direction of offering more tax-efficient, lower-cost exposures. While asset managers perceive this as an opportunity to launch ETF products that port a mutual fund's performance track record, wealth managers will need to work through the business and operational complexities involved in offering these products. 

This timely presentation will address:

• The opportunities the dual-share-class structure brings for asset and wealth managers,
• The challenges of dual-share-class products, including implementation, operational, and compliance burdens, and
• Early learnings and takeaways from the potential rollout of dual-share-class products.

This webinar will be recorded. Even if you cannot attend live, please register so we can notify you when the replay is available.