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What You Need to Know About Dual Share Class ETFs

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Manage episode 487780913 series 1534461
Content provided by Nicsa. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nicsa or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this timely episode of The Nine, we explore the growing interest in dual share class ETFs—a product structure that could significantly reshape the investment landscape. Host Sarah Walter is joined by Christopher Swansey and Daniil Shapiro of Cerulli Associates, who offer expert insights into why asset managers are filing for SEC exemptive relief, how this structure works, and what it will take for it to succeed.

From operational complexities and intermediary concerns to fiduciary implications and platform readiness, this episode is a must-listen for anyone navigating product innovation in a rapidly evolving regulatory environment.

  continue reading

82 episodes

Artwork
iconShare
 
Manage episode 487780913 series 1534461
Content provided by Nicsa. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nicsa or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this timely episode of The Nine, we explore the growing interest in dual share class ETFs—a product structure that could significantly reshape the investment landscape. Host Sarah Walter is joined by Christopher Swansey and Daniil Shapiro of Cerulli Associates, who offer expert insights into why asset managers are filing for SEC exemptive relief, how this structure works, and what it will take for it to succeed.

From operational complexities and intermediary concerns to fiduciary implications and platform readiness, this episode is a must-listen for anyone navigating product innovation in a rapidly evolving regulatory environment.

  continue reading

82 episodes

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