ReFlow provides 1940 Act mutual funds and UCITS with the tools to improve performance by managing the impacts and volatility of shareholder flow. Our solutions offer continuous, everyday access to liquidity that funds can draw upon to meet redemptions and manage cash positions.
ReFlow’s Toolkit also enhances short- and long-term performance by enabling funds to:
- Carry out investment strategies unhindered by daily liquidity requirements
- Minimize flow-induced trading and the associated transaction and opportunity costs
- Eliminate “cash drag” and tracking error while large net inflows are being put to work
- Lower capital gains distributions to shareholders
By using ReFlow services, funds can measurably improve performance, often achieving cumulative gains sizable enough to boost fund rankings.
To date, ReFlow’s Toolkit has been approved by the boards of 24 mutual fund families, representing more than $388 billion in assets, for use by 473 funds. To date, ReFlow has provided more than $2.87 billion in capital in over 2,447 transactions.
The damaging impacts of shareholder flow have generally not been seen as a serious problem for mutual funds in the past.
But all that is changing.
