From strategy formulation to implementation, our tailored consulting services are designed to address the unique challenges and opportunities your firm faces. Our team provides comprehensive support customized to your firm’s needs, driving growth and innovation.

New Fund Launches: We guide the launch process for a variety of funds including ETFs, mutual funds, interval funds, CITs and UCITS, ensuring that each product is strategically positioned to meet market demands and regulatory requirements.

ETF Share Class and Hybrid Fund Initiatives: In anticipation of ETF share class relief, we are positioned to uniquely craft ETF share class product development strategies to seamlessly integrate innovative ETF offerings, maximizing tax efficiency and market reach without the complexities of conventional ETF conversions.

Product Rationalization: We assist with assessments of existing product lines to identify opportunities for consolidation or realignment, enhancing portfolio coherence and operational efficiency to better meet strategic goals.

Fund Conversions/Reorganizations: We manage the intricate process of ETF and mutual fund conversions and reorganizations, ensuring compliance with regulatory requirements while minimizing disruption to fund shareholders. 

Stay ahead of market shifts and regulatory changes with our exclusive insights. Our product development strategies are designed to leverage upcoming trends and navigate through regulatory landscapes, empowering your firm to capitalize on new opportunities efficiently.

Leverage our network of strategic partners, known for their effectiveness in enhancing fund distribution capabilities. We connect you with reputable industry firms, carefully selected to support your goals of expanding market reach and facilitating sustainable asset growth. Our partnerships are built on a foundation of synergy, aligned objectives, and a commitment to shared success.

Connect with NextGen today to explore how our forward-thinking strategies can transform your asset management approach.  Partner with us to navigate and lead in the financial marketplace.

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