Platform Traded Funds
The needs of investors and advisors are constantly evolving. That’s why we’re always reaching out to ask questions and listen to what matters most to our stakeholders. Our proprietary distribution platform – NEO Connect - is a game changer in the fintech space. We’ve provided the first-ever solution to simplify access to investment products that are not listed on an exchange.
Why raise assets through Platform Traded Funds (PTFs)?
A growing number of forward-thinking IIROC and MFDA dealers and advisors are choosing PTFs as a way to access high quality managers, public and private strategies, and unique asset classes. Whether a new fund or a unique new purchase series of an existing fund, PTFs have proven to be an efficient and cost-effective way for asset managers to attract capital and differentiate funds from the masses. Given a choice, advisors and portfolio managers can leverage existing automated capabilities to purchase PTFs with their ticker symbol and have transactions settle electronically, just like a stock listed on an exchange.
Efficient & Low Cost
With complete back-office integration and digitization of current workflows, NEO Connect offers enhanced efficiencies and lower costs compared to existing fund distribution channels for asset managers, dealers, advisors, and their investors. For asset managers working with portfolio managers, PTFs allow bulk trades across eligible accounts using their standard on-exchange order entry systems reducing processing times dramatically.