ETF Think Tank’s Head of Research, Cinthia Murphy, hosts a series about innovation, disruption, and entrepreneurship in the ETF industry told first-hand by those who are leading the effort: ETF providers.
The ETF industry has been in the business of disrupting and improving investor outcomes for 30 years. ETF issuers sit on the frontline of this innovation. Here they share the choices, the pivotal moments, the lessons and the battle scars that make up their journey into an industry that has democratized and revolutionized market access for investors everywhere.
Our guest this week is Bob Elliott, co-founder, CEO, CIO of Unlimited Funds, an ETF firm that’s been shaking up things in the alternative space.
In this episode, Bob tells us about his transition from the hedge fund world into the ETF industry:
- The ETF structure allowed Unlimited Funds to deliver a complex alternatives strategy in an accessible, low cost and tax efficient way, as it helped streamline the firm’s operations. It was a win-win relative to all other vehicles.
- This industry is unlike any other in its practice of collaborative competition. Throughout the ETF ecosystem, participants are quick to share their expertise and experience with each other. It can be surprising to newcomers, but It’s a hallmark of the ETF space.
- As an entrepreneur, partnership and reliance on service providers such as white label providers proved crucial to success at Unlimited. ETFs are a relationship business.
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To read the full episode transcript, click HERE
All disclosures included in video.
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