Bringing you live news and features since 2006 

State Street publishes Vision Focus report on servicing exchange traded funds


State Street Corporation has released its Vision Focus report on the trends, challenges and best practices in servicing exchange traded funds (ETFs).

Entitled “ETF Servicing: Moving Forward in a Market in Motion,” the report notes the need for innovation and efficiency in servicing these rapidly growing investment tools.

ETFs currently account for more than USD1 trillion in global assets under management and remain an efficient, low-cost, transparent and tax-friendly investment tool. However, ETF sponsors are facing new challenges as the funds continue to grow rapidly in both size and type.

“The global expansion of ETFs requires broader knowledge about the nuances of different country markets and their regulatory rules,” says Alan Greene, executive vice president of State Street’s US global services business. “A number of servicing challenges come with diversification into fixed income and actively managed products from a base of passively managed domestic equity ETFs.”

The Vision report goes on to cite such best practices as Web-based service platforms, flexibility and highly customized client service provided by staff who share their expertise in numerous areas of fund administration, including legal, tax and treasury services.

State Street has utilized its leading-edge technology, consultative client approach and flexible servicing model to service ETFs since their inception in 1993.

State Street’s Vision Series addresses topics that affect the financial services industry today and tomorrow. Previous reports have focused on pensions, UCITS IV and sovereign wealth funds.

Latest News

Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by