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Personal Investments • UHNW Situtation

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Some info on the exchange fund market - Eaton Vance and Goldman are the two largest players managing many billions. Fidelity has a fund they launched last year but it is relatively tiny (~$100m) which is not yet at a sustainable scale IMO. Cache is the new, independent player to the space. From the marketing emails I get from them, they've got some traction and are primarily focused on tracking the Nasdaq index. Right now, i'd probably stick to Eaton or Goldman since size/scale is helpful with these funds.

They can be a great option for diversifying a very large position with a very low tax basis. I've been involved in an Eaton Vance fund for a number of years and its generally worked out well.

Statistics: Posted by Spencer — Mon Aug 12, 2024 6:45 pm — Replies 52 — Views 7907



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