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Atlantic Fund Services launches Forum ETF Trust

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Atlantic Fund Services in the US has launched Forum ETF Trust, a series trust designed for independent investment advisers to launch and operate adviser-branded actively managed exchange-traded funds.

 
Forum ETF Trust will offer all the benefits of a traditional shared trust, but it will use an investment manager–investment adviser structure rather than the typical adviser–sub adviser structure. The distinction is important because while Forum Investment Advisors (FIA) will serve as investment manager to the trust and has responsibility for certain compliance and oversight functions, the trust’s advisers have sole responsibility for investment decisions.
 
The SEC recently issued the trust an order enabling investment advisers to launch private label actively managed ETFs. FIA and the trust are affiliates of Atlantic Fund Services, a global fund services outsource provider. Atlantic provides regulatory, compliance and corporate governance expertise to the trust as well as the operational efficiencies of an advanced ETF processing platform.
 
Forum ETF Trust is part of the Forum Family of Funds, a private label turnkey mutual fund platform with over USD6bn in assets under administration. 

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