Firms are converting traditional mutual funds into ETFs, leveraging their tax efficiency and liquidity, while awaiting regulatory approval for new share class structures.
2 reports, 2 independent
Updated Aug 21
Gone quiet
Reached 2 outlets in its first 24 hours
- Reports
- 2
- Developments
- 4
- Repetition
- 0%
New informationRepeats or wire copies
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What happened
Firms are converting traditional mutual funds into ETFs, leveraging their tax efficiency and liquidity, while awaiting regulatory approval for new share class structures.
How it developed
Newest first. Tap a step to see who reported it.- Exchange-Traded Funds and Mutual Funds are attracting capital inflows and growing market share due to their tax efficiency.Sub-event
- Multiple firms, including Sands Capital and The London Company, sub-advised Touchstone ETFs and filed for exemptive relief with the SEC.Sub-event
Industry trend of fund conversion to ETFs driven by efficiency, pending regulatory approval.1 source
State Street supports multiple ETF launches and adoption across US and Asia.1 source
Coverage
Newest first; wire copies grouped- Wealth ManagementMutual Funds Bleed Another $432B as ETF Conversions Grow You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. (Bloomberg) -- Mutual funds are
- Business WireState Street Highlights Record ETF Growth and Servicing Momentum in 2025 Midyear Megatrends Report In the First Half of 2025, State Street Supported More than 200 ETF Launches for Clients Globally BO