ETF Consultants

ETF Development and Operation

• Index and ETF design
• Silent Index ETFs
• Actively-Managed ETFs
• ETF operating and trading cost analysis 
• Converting mutual funds to ETFs
• Selecting ETF service providers
• Nuances of tax-efficient ETF portfolio management
• Life Cycle Products

ETF Marketing and Presentation Materials for Various Constituencies

• Material for advisors, planners and investment managers who use ETFs
• Custom product offerings

Market Maker and Trader Support and Evaluation

• Evaluating ETF market quality
• ETF share lending and short sale issues

Exchanges

• ETF listing and trading policies
• Market maker and trader support  
• Evaluating ETF market quality
• ETF revenue maximization for a securities market
• Improving exchange/broker interfaces
• Design of Single Stock Futures (SSF) and option contracts on ETFs
• Effects of index choice
• Effects of tracking error
• Arbitrage among related products
• Manager risk analysis

Market Makers and Portfolio Trading Desks

• Market maker and trader support  
• Position management

• Improving fund evaluation and selection
• Designing improved ETF research products
• Index tracking analysis and evaluation

• Custom Indices
• Designing indices with reduced composition-change transaction costs
• Managing tradeoffs between index tracking  and fund performance