MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
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MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Thursday, May 9, 2024 Morris Hints At F/m's "Pretty Ambitious" Post-Merger Goals Watch for the team at a freshly merged, multi-boutique asset manager to further expand their ETF lineup later this firm. The DMV area fund firm already offers 45 strategies as ETFs, actively managed open-end mutual funds, and/or institutional separately managed accounts.
F/m recently merged with sibling ZCM, as previously reported, and Morris says his team is working to make some of ZCM's institutional SMA solutions available as ETFs, too. He adds that they're also developing ETFs out of component strategies that they use to power various existing offerings, and that they're also looking to expand their lineup of active equity funds. "That's a pretty ambitious set of goals for us for the next 18 months," Morris says. He noted that F/m has filed to create a mutual fund share class of an ETF (to broaden its distribution, like through 401(k) platforms), and he adds that he expects to debut more ETFs in Q3 or Q4 of 2024. "At the back end of the year, you'll see us start to offer more products," Morris says. Printed from: MFWire.com/story.asp?s=67403 Copyright 2024, InvestmentWires, Inc. All Rights Reserved |
