ETF-in-a-Box™

Our turnkey platform provides the complete infrastructure needed to transform your investment idea into a live strategy. Work with our experienced team to bring your ETF to market in as little as 3 months. Let ETC handle all the details while you build interest in your intellectual property and identify capital to fund your ETF idea.

ETF
CONSULTING

If you’re launching your own trust or need fund organization, let ETC guide you through the launch process and provide ongoing maintenance of your fund.

PORTFOLIO MANAGEMENT

Our technology-driven team has extensive experience in basket construction, and managing both passive and active global portfolios across an array of asset classes.

FUND
MARKETING

Raise the profile and visibility of your fund with branding, messaging, creation of marketing materials and content, digital marketing, and a fund website.

CUSTOM
SOLUTION

ETC recognizes that each ETF is unique, so we work to understand your business objectives and develop a custom solution to address your business needs.

As an extension of your team, ETC handles portfolio management, basket construction, capital markets support, and ongoing maintenance of your ETF. We guide you through every step of the launch process.

Bringing in ETC as a sub-adviser to your ETF provides an additional layer of knowledge, expertise and oversight that can be beneficial in the growth of your fund – along with other advantages.

Pursuing strategies that expand a fund’s investment versatility

Established reputation, experience, and global reach

Relationships with APs & LMMs to structure trading strategies

Maximizing the tax efficiency of the fund

Efficient execution of your investment strategy is key to the success of your fund. Our portfolio management team provides trading and portfolio management services to implement your investment strategy.

Our deep experience in portfolio optimization and replication, as well as active strategies, allow us to provide portfolio rebalancing while adding valuable insights during the product development stage.

Basket Construction

Optimization & Replication Techniques

Passive & Active Strategy Servicing

Manage Domestic & Global Portfolios

Cover a Wide Array of Asset Classes

To support the sales and distribution of your fund, ETC’s marketing team uses key tactics and a detailed approach to raise your fund’s profile and visibility, while maintaining FINRA compliance.

Brand Identity & Messaging

We effectively position your fund in the marketplace, manage your public relations efforts, and deliver compelling messages to your target audience.

Content, Design, & Compliance Review

Branded fund materials such as factsheets, investment cases, white papers, sales decks, email campaigns, and webinars are all created with your fund in mind.

Enhance Online Profile & Visibility

We build your fund’s digital strategy and social media presence, a website with dynamic data feeds and SEO, and integrated data services to identify sales and marketing leads.

ETC recognizes that each ETF is unique in terms of its exposure to a particular asset class, sector, theme, country, or investment style/strategy.

That’s why ETC provides due diligence with each client to understand their objectives and develop a custom solution to address business needs.