Primary advisor

What is it?

The Primary advisor is the entity responsible for managing the ETF’s investment strategy, asset allocation, and overall fund operations. This firm or institution provides expertise in selecting and maintaining the ETF’s portfolio.

Why is it important?

• Investment strategy – different advisors have distinct investment approaches, which influence the fund’s risk profile and objectives.
• Reputation – well-established advisors with strong track records may provide greater confidence to investors.
• Fund performance and management style – the advisor’s decisions impact fund returns, expenses, and risk exposure.