SERVICES

There is no shortage of good ETP and ETF ideas. However, there is a shortage of good comprehensive advice that empowers a great product and service model. Our product expertise will support 33 and 44 Act listed and OTC products.

ETP Project Management

Procure Expertise can assist asset managers in reducing their time to market and support their marketing and sales efforts. Project management of external and internal resources can be incorporated or offered individually. Knowledge of service provider service offerings and market applications have been gained through experience.

Client Infrastructure Systems and Needs

A preliminary analysis by Expertise assesses the needs and a final project plan permits Expertise to offer per diem, capped project and AUM related estimates. Expertise’s expansive understanding of the financial products and markets make it unique in the ETP consulting market.
 
Helping clients lever their current infrastructure and systems is important in the ETP business to minimize the capital and human resource commitments needed to enter the marketplace. Workflow and application analysis is key to helping the client to achieve acceptable ROE numbers.

ETP Board Trading

ETPs are significantly different when compared to OTC products. Educating new or existing board directors plays a key role in gaining advisor support for exchange trading, market makers, authorized participants and meeting listing requirements and regulations.

New Index Methodologies

Sometimes investment managers have a new investment idea, but are unsure how to deliver the idea to the market in order to gain the maximum distribution and AUM. Index ETPs have the widest distribution models. Clients look to Expertise to develop new index methodologies. The methodologies will not follow traditional core methods. For example, Expertise participated in the introduction of the first “preference” index that surveyed the target client groups.