What is the fastest and most cost-efficient way to distribute my investment strategy in Latin America and offshore without creating local vehicles in each country?
Securitizing a strategy into an ETN with a global International Securities Identification Number (ISIN) makes cross-border distribution simpler and cheaper than establishing feeder funds or local fund structures. An ETN issued through reputable custodians and settling through international clearing systems (Euroclear or Clearstream) can be sold in multiple countries with the same instrument, avoiding repeated […]
How do rebates and trailer fees work, and how can they impact AUM growth?
In the distribution of investment products, advisers and distributors often receive compensation via rebates (upfront or ongoing) and trailer fees (continuing payments based on assets under management). These payments are typically calculated as a few basis points on the notional invested and are designed to compensate the advisor for marketing, client servicing and due diligence. […]