How asset managers can access growing ETF demand while building on their existing fund infrastructure
Global ETF assets reached $20 trillion in the first quarter of 2026, as investors continue to shift capital towards exchange-traded products.
For established asset managers, ETF share classes offer a compelling way to respond. By adding an ETF share class to an existing mutual fund, managers can reach ETF investors while retaining the same portfolio, investment strategy and performance track record.
But the opportunity comes with an operational challenge. ETF share classes still require the infrastructure of the ETF ecosystem – from authorised participant connectivity and creation and redemption workflows to settlement and capital markets support.
Our latest white paper explores how managers can bridge the mutual fund and ETF ecosystems without building an entirely separate operating model.
Download the white paper to discover:
- Why ETF share classes are gaining momentum as a distribution strategy
- The operational and infrastructure requirements behind launching an ETF share class
- How connectivity can bridge mutual fund and ETF ecosystems
- What managers should consider when deciding which capabilities to build and which to access through partners
- How a flexible operating model can support future expansion into new wrappers, markets and distribution channels
Download the white paper