Converting a mutual fund to an ETF
ETF Revolution by SEI

Converting a mutual fund to an ETF

2023-04-13

Converting a mutual fund to an ETF can be daunting. Understanding the benefits and challenges of a conversion, and all the elements that need to be considered is key to success. We’ve invited Nicole Hunter, Head of ETF Capital Markets from Dimensional Fund Advisors to share best practices when embarking on a conversion.  

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