bbd is the boutique solution for the accounting, audit and tax needs of the investment management industry

BBD provides a complete, customized suite of accounting, audit and tax services for mutual funds & ETFs; private funds; investment advisors and broker-dealers; and investment management industry service providers. Our affiliate, BBD Cayman, provides audit services for offshore funds based in the Cayman Islands.

Resources

etf-webinar
Webinar- Custom Baskets in ETFs 

Featuring a candid conversation between BBD Investment Management Group partner Jim Kaiser and Stradley Ronon partner Christopher Scarpa.  Jim and Chris answer questions such as:

  • Are there any tax issues associated with the create and redeem process for ETFs?
  • In an effort to increase tax efficiency, what methodology are funds employing from a cost relief of sales standpoint?
  • Do ETFs have any obligation to monitor what the Authorized Participants do with shares after they are created?
View webinar
IMG Video
Interested in learning more about BBD's Investment Management Group? Watch our video.
Watch Video