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ETF Playbook: Drawing up a game plan for ETF success

ETF Playbook: Drawing up a game plan for ETF success


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ETF Playbook: Drawing up a game plan for ETF success

Are you thinking about taking the plunge and entering the exchange traded funds (ETF) game? Have you already begun drawing up some plays and taken initial steps towards forming a fund, or are you on the verge of launching one?

Or maybe you’ve launched your ETF, but haven’t scored the touchdown you were expecting?

What can you do to bolster your chances of being one of the few to score a game-winning touchdown and, more importantly, keep the winning streak going?

To help you reach these goals, KPMG created the ETF Playbook. The playbook is designed to help you enhance your game plan for success, and help you gain a thorough understanding of the ETF landscape, complete with both pitfalls and potential.

  • Chapter 1 explores the significant and growing “ETF opportunity” and addresses some essential elements needed to launch and operate a potentially successful ETF.
  • Chapter 2 takes a deep dive into the potential tax implications of ETFs as compared to mutual funds and discusses the purported tax efficiency of ETFs.
  • Chapter 3 explains some of the key technology and operations factors that can help improve the chances of a successful ETF.
  • Chapter 4 examines the audit, financial, and regulatory requirements for ETFs versus mutual funds.
  • Chapter 5 explores a new U.S. Securities and Exchange Commission ruling that allows active ETF managers to keep their playbooks hidden from the public and their competitors.

The playbook also features case studies of ETFs that made it to the playoffs and those that were knocked out of contention early in the season, as well as practical, actionable lessons that can be gleaned from each.

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