ETF conversions

ETF Upside

Sequoia Fund to Be Transplanted into an ETF

Photo by Joshua Earle via Unsplash

The fund, which was at the center of 401(k) lawsuits years ago, has seen a trickle of outflows. Could a switch to an ETF change its fortunes?

2 min read

Photo by Walter del Aguila via Unsplash

ETF Upside

Asset Managers Aren’t Playing the Dual Share Class Waiting Game

One firm is converting a $12 billion mutual fund to an ETF, and it isn’t alone in doing so before the SEC approves dual share classes.

2 min read
Photo by Fauxels via Pexels

Advisor Upside

Sinking Fees Are Creating ‘Leaky Boats’ for Asset Managers

Roughly $180 billion in assets flowed out of more expensive equity funds in the first half of the year.

1 min read
Photo by Hapabapa via iStock

Advisor Upside

Morgan Stanley Converts Mutual Funds into First ‘Pathway’ ETFs

Morgan Stanley is bolstering its ETF suite by converting two mutual funds into exchange-traded funds under the Morgan Stanley Pathway brand.

1 min read

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