From fund to franchise.

From individual funds to investment franchises.

Investor demand is moving across ETFs, separately managed accounts, model portfolios, and other channels. For asset managers, the opportunity is not simply to launch another product. It is to make proven investment capabilities available through the structures clients and platforms increasingly use—without compromising the investment approach or adding complexity the business cannot support.

This piece explores:

• Why product strategy is shifting from individual funds to broader investment franchises
• How to evaluate whether an active strategy is suited to the ETF wrapper
• What to consider when choosing a standalone ETF launch, mutual fund conversion, or SMA migration
• Why trading, liquidity, capital markets support, and operational execution can influence distribution and platform access
• How a multi-wrapper product architecture can help established strategies follow demand while keeping complexity in check

See how asset managers can determine which strategies can travel, choose the right structure for each opportunity, and build the operating and distribution capabilities needed to support durable growth.

Information provided by SEI Investments Distribution Co.