Interested in the Shielded Alpha℠ ETF Wrapper?
Licensing from Blue Tractor is as Easy as 1, 2, 3
Because there's so much hype surrounding the actively managed, less-than-fully-transparent (a.k.a. non-transparent) ETF space and because there are multiple ETF wrapper structures available for licensing, Blue Tractor suggests that fund advisors undertake a go-slow, methodical approach to due diligence.
Consider starting off the process by asking every competing ETF wrapper structure the questions below:
We are confident that the Blue Tractor Shielded Alpha℠ ETF wrapper structure has raised the bar.
Then, when you're ready to engage with Blue Tractor our process is as simple as 1, 2, 3.
Consider starting off the process by asking every competing ETF wrapper structure the questions below:
- How easy is the ETF to implement from a cost and workflow perspective?
- Can the ETF invest in both domestic and foreign securities?
- Who will know the ETF's confidential portfolio information on a daily basis? Do I need to enter into NDAs with multiple third parties?
- Does the structure guarantee in it's exemptive relief application with the SEC that the confidential portfolio information cannot be compromised (a.k.a. reverse engineered)?
- Does the structure permit an advisor to manage the daily ETF creation basket to enhance cost and tax efficiency during creation and redemption activity?
- What are market makers saying about the structure? How do they see the ETF structure trading under all market conditions? Then independently seek out these market makers and have your own discussion.
We are confident that the Blue Tractor Shielded Alpha℠ ETF wrapper structure has raised the bar.
Then, when you're ready to engage with Blue Tractor our process is as simple as 1, 2, 3.
Step 1Contact Blue Tractor to get started on your due diligence. We'll get you up to speed quickly from a portfolio management, capital markets, administrative, legal/regulatory and technology perspective.
We'll connect you to market makers, authorized participants (APs), custodial banks, distributors/administrators and exchanges for independent validation of the benefits to you under our structure. |
Step 2See for yourself how simple and intuitive the Shielded Alpha℠ cloud-hosted software platform is to use to generate the daily creation basket (a.k.a. PCF file). See how with just a few clicks of your mouse you can customize the creation basket to enhance cost and tax efficiencies, as well as totally obfuscating when building a new portfolio position or exiting out of one.
Start with a brief online demo and then we'll hand over the keys and you can take the software 'out for a spin' on your own (or in concert with your fund custodian or administrator). |
Step 3Every fund advisor is different so why shouldn't you be able to customize your license agreement with Blue Tractor to best fit your needs?
We get that - there isn't a 'cookie cutter', one-size fits all approach when you work with us. And then it's time to plan, implement and distribute your new ETFs. Blue Tractor will be with you every step of the way. |