EPISODE · May 27, 2026 · 18 MIN

ETF Share Class Relief

from Focused on Finance: Investment Management

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.

Episode metadata supplied by the publisher feed · Published May 27, 2026

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This episode was published on May 27, 2026.

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