Institutions

Australian financial institutions have been slow to consider adopting ETFs into their businesses.  This is quite contrary to what has occurred in the US and Europe.  However there is growing consideration of ETFs as choice expands, nurse functionality improves and education levels increase.   The ability to have greater control over portfolios through tools which enhance both SAA and TAA management is gaining attraction.  ETF Consulting can assist the following clients:

Superannuation funds
Asset managers
Insurance managers
Hedge funds
Family Offices

  • Assist with business assessment of ETFs versus existing practices
  • Deliver general and specific education assistance
  • Assist with implementation strategies and execution
  • Support in ASX, trading and settlement, issuer and market maker discussions
  • Co-ordinate stakeholder management in their business
  • Facilitate interactions with other critical components of their business (asset consultants, research providers, custodians, registries)