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Conversations with SEI experts and industry leaders. Join us at the intersection where investments and technology meet. www.seic.com
Episodes
Feb 6, 2025
Feb 6, 2025
14 min
March 2023: Converting a mutual fund to an ETF can be daunting. Understanding the benefits and challenges of a conversion, and all the elements that need to be considered is key to success. We’ve invited Nicole Hunter, Head of ETF Capital Markets from Dimensional Fund Advisors to share best practices when embarking on a conversion.