Produced by Arro Financial Communications

As the ETF marketplace continues to expand, new and existing issuers alike find themselves confronted at every turn by new challenges and opportunities. In the never-ending quest for AUM growth, industry veterans and new entrants to the space are finding themselves reaching for innovative tools and fresh strategies to reach more investors and better serve their myriad needs.

As with 2016’s guide, the goal of the 2017 edition of Big Tips for New Issuers is to provide valuable insights from industry insiders on how to succeed in the increasingly competitive ETF landscape. To that end, experts on industry data, listing exchanges, ETF sales, marketing & PR, research, compliance, and more weigh in on recent developments in the ETF space, as well as what 2017 might have in store for ETFs going forward.

— The Team at Arro Financial Communications

contents

pg 4 Level ETF Ventures

The Smart Beta Challenge: Where Passive Meets Active

pg 6 AltaVista Research

Rules Were Made…How Regulations Are Impacting ETF Research

pg 8 ARRO FINANCIAL COMMUNICATIONS

The Coming Psychographic Revolution

pg 10 Tidal Growth Consultants

Consultative Sales: The Next Step in ETF Distribution

pg 12 U.S. Bancorp Fund Services, LLC

Answers to Social Media Questions ETF Issuers are Too Shy to Ask

pg 14 ETF Trends

The ETF Ecosystem: An Infographic

pg 18 Inside ETFs

The Three Biggest Opportunities in ETFs for 2017 and Beyond

pg 20 The New York Stock Exchange

No Signs of Growth Slowing Down

pg 22 BNY Mellon

5 Ways the DOL Rule Will Impact the ETF Industry

pg 24 ETFGI LLP

Understanding the ETF landscape & flows in 2016

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© Arro Communications 2017. Produced by Arro Financial Communications.