At The Amex

Amex ETF Services

Amex ETF Services offers international exchanges and the investment management community comprehensive consulting services from the global leader in exchange traded funds (ETFs). The American Stock Exchange has provided advisory services in response to investor needs and market growth since 1993, when it first pioneered the ETF concept. Now this marketplace expertise is incorporated into Amex ETF Services, a wholly owned subsidiary of the Exchange.

To assist ETF market regulators, international exchanges, issuers and service providers in pursuing opportunities in the rapidly expanding ETF arena worldwide, Amex ETF Services offers "turnkey" solutions on all aspects of ETF and financial product development and support to exchanges, central depositories, issuers, sponsors and service providers, including trust, mutual fund, bank, brokerage, insurance and asset management companies.

Amex ETF Services offers a wide range of services in three product areas: concept, development and support.

Product Concept

ETF Advisory Services for Exchanges/Issuers/Sponsors

  • Market infrastructure needs
  • Regulatory needs analysis
  • Issuer needs analysis
  • Review of product concept
  • Assist in review of service providers
  • Review of data requirements necessary for investor support
  • Trading model strategy
  • Estimates on investment costs and rollouts
  • Asset growth projections
  • Issuer support for development of new products
  • Introductions to strategic market participants
  • Review of current SEC discussions
  • Infrastructure support analysis for new products
  • Real-time NAV calculation models

Product Development

ETF Marketing Services
Consult on:

  • Institutional and retail marketing
  • Branding
  • Approach to wholesalers
  • Development of educational/promotional materials
  • Distribution channel analysis
  • Contract advice for "Authorized Participants"

ETF Operation Services
Advice on infrastructure needs for:
  • Custodians
  • Transfer agents
  • Distributors
  • Other fund service providers

Product Support

  • Market data
  • Sales data
  • Competitive product market analysis
  • Investor analysis and reporting
  • Specific issuer and investor needs

    • For more information contact:

    Scott Ebner
    Vice President
    212-306-1805
    scott.ebner@amex.com