Listen to Chapman's Investment Management Series, dedicated to the legal, regulatory, and business developments shaping the investment management industry.

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ETF Share Class Relief

On this episode, Investment Management Group members James Borrasso and Matt Stuart join Kathryn Maass to discuss ETF share class relief. ETF share class relief is changing how funds structure and offer products. With Vanguard’s patent expired, dozens of fund sponsors are racing to offer dual share classes—combining mutual funds and ETFs under one roof. The SEC’s new exemptions promise investor choice, tax perks, and broader distribution, but bring fresh compliance hurdles. The industry is buzzing, and the next wave of fund innovation is just getting started.

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