14 min

Converting a mutual fund to an ETF ETF Revolution by SEI

    • Investimentos

Converting a mutual fund to an ETF can be daunting. Understanding the benefits and challenges of a conversion, and all the elements that need to be considered is key to success. We’ve invited Nicole Hunter, Head of ETF Capital Markets from Dimensional Fund Advisors to share best practices when embarking on a conversion.  

Converting a mutual fund to an ETF can be daunting. Understanding the benefits and challenges of a conversion, and all the elements that need to be considered is key to success. We’ve invited Nicole Hunter, Head of ETF Capital Markets from Dimensional Fund Advisors to share best practices when embarking on a conversion.  

14 min