Added Perspective

Practus Q&A with Alexandra Alberstadt: First-ever mutual fund-to-ETF conversion

March 24, 2021

By Practus LLP

Alexandra Alberstadt, a partner at Practus LLP, recently spearheaded the first-ever mutual fund-to-exchange-traded fund conversion on behalf of Guinness Atkinson Asset Management. The transactions to create the SmartETFs Dividend Builder ETF and the SmartETFs Asia Pacific Dividend Builder ETF are expected to be completed this week. Each ETF will continue the active investment strategies under the same portfolio management and with the same performance history as their respective predecessor mutual funds, Guinness Atkinson Dividend Builder Fund and Guinness Atkinson Asia Pacific Dividend Builder Fund.

 

In a wide-ranging question-and-answer session, Practus talked through the entire process with Alberstadt. To read the full Q&A, click here.

 

 

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