BLOGS. July 19, 2024
Converting SMAs to ETFs—Unlocking the Full Value of Your Client’s SMA
Investing can often feel like navigating a complex maze, and managers have more investment products at their disposal than ever before. Open-end, closed-end, interval funds, tender offer funds, CITs, ETFs and Separately Managed Accounts (SMAs) to name a few. However, among these options, Exchange Traded Funds (ETFs) have emerged as a popular and advantageous investment vehicle, and their unprecedented growth bears that out. While index-based ETFs have traditionally dominated the market, actively managed ETFs are gaining traction for their potential to deliver superior returns through skilled portfolio management. Let's explore why the actively managed ETF structure is beneficial and how converting Separately Managed Accounts (SMAs) into ETFs on a tax-deferred basis can enhance your clients’ investment strategy.
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