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
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Services for Exchanges, Markets and ETF Market Makers
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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 tracking error
- Arbitrage among related products
Market Makers and Portfolio Trading Desks
- Market maker and trader support
- Position management
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Services for ETF Research Organizations and Institutional Investors
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- Improving fund evaluation and selection
- Designing improved ETF research products
- Index tracking analysis and evaluation
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- Custom Indices
- Designing indices with reduced composition-change transaction costs
- Managing tradeoffs between index tracking and fund performance
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