The financial landscape is constantly evolving. One significant shift is the growing trend of Mutual fund to ETF conversions. This Mutual fund to ETF conversion guide is designed to help investors understand the process. ETFs, or Exchange-Traded Funds, are gaining popularity among asset managers. They offer a host of benefits over traditional mutual funds. This

PRESS RELEASE CHICAGO 11 December 2024: Truss Edge, the high touch ETF technology services provider that delivers automation solutions to active and passive ETF fund managers, is pleased to have supported the successful launch of the Harbor Capital Small Cap ETF, advised by the investment team at Byron Place Capital Management, an SEC-registered investment adviser.

Investing in the financial market can be a daunting task. Especially for beginners who are looking to diversify their portfolio. Mutual funds and ETFs are two popular investment options. They offer a way to invest in a diversified portfolio without the need to buy individual securities. But how do you enter the ETF market through

Post COVID hedge funds and their service providers keep their staff dispersed across multiple locations, many still working from home. What was originally intended to be a temporary inconvenience is now starting to look like a longer-term way of doing business. Yet operational requirements and investment demands are showing no letup. The technical obstacles involved—for

Can the technology that asset managers use really be a differentiating factor? How do managers meet the different expectations of their clients whilst simultaneously generating Alpha and growing AuM? With so many different client expectations, how can a manager keep their focus on not being distracted by the noise of running their business? One of

Why launch an active ETF? More fund managers than ever before are launching active ETFs in response to investor demand. Over the last five years, active ETFs have added 20% per annum each year to their AuM. They also now represent a larger slice of the overall ETF market. Investors have allocated over USD 375

Can blockchain play a role in faster trade settlement cycles? One of the big attractions of T+1 securities settlement cycle is going to be the reduction in the number of trades that are not settled within 24 hours. It should lower trading costs and reduce counterparty risk. But considerable technological challenges remain on the road

Last February the US SEC announced that US markets will be moving to T+1 settlement cycles in 2024. It has major implications for asset managers, both in the US and overseas. The plan is to increase resilience in back office settlement processes, and make markets more capable of coping with the sort of volatility we

Truss Edge supports launch of pioneering long/short active ETF strategy by Harbor Capital and Disciplined Alpha Partnership with The Alpha Cooperative creates smooth pathway to ETF launch CHICAGO 13 December 2023: Truss Edge LP, the front to back portfolio management solution for hedge funds and ETFs, is delighted to announce that it has supported the

What is T+1 for US markets and when is it happening? The US Securities and Exchange Commission is changing the rules for US securities which will shorten the settlement times required for trades in US markets. It is expected that this will be implemented as soon as the end of March 2024. The industry will