Custom Baskets in ETFs

Custom Baskets In ETFs

Posted by admin on Aug 28, 2015 11:20:00 PM

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?

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