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23min chapter
The Research to AUM Pipeline | Warren Pies on Raising $450m in an ETF in Less Than 6 Months
Monetary Matters with Jack Farley
Innovative ETF Strategies and Relationship Building
This chapter explores the unique advantages of an innovative ETF strategy, emphasizing tax efficiency, active management, and portfolio rebalancing geared towards institutional investors. It discusses the importance of trust and relationships in launching an investment fund, focusing on understanding client needs and providing tailored value. Additionally, the chapter contrasts the systematic nature of ETFs with the flexibility of private funds, highlighting the role of research and client service in effective asset management.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode