The Working Group will provide a collaborative environment to:
Identify common industry challenges in operational processes across the fund lifecycle.
Explore innovative solutions to enhance efficiency, accuracy, and investor outcomes.
Strengthen connectivity between Investment Managers, Unit Registries, and Custodians.
The Exchange Fund Trading Working Group is responsible for:
Operational processing pain points and inefficiencies
Enhancements in investor onboarding and reporting
Unit creation challenges
Distribution and unit pricing challenges
Reconciliation and trade matching across platforms
Use of data standards, automation, and technology enablers
Future state opportunities: straight-through processing, DLT, and platform innovation
How do we do this?
Delivering information to members and stakeholders
Recommend ACSA advocacy positions on key ETF efficiencies.
Communicate to ACSA members, and broader stakeholders
Inaugural Chair
Nicola Evans (J.P. Morgan)
Other Support
In the first instance canvass support from the ACSA member base
Initial support services to be provided to the subgroup.
“The ACSA ETF Working Group plays a critical role in the ETF industry by bringing together market participants to drive operational best practice, improve efficiency, governance and enhance risk management."