At ReFlow, we help funds reduce the adverse impact of investor flows on fund returns and shareholder taxes.
Learn moreOur mission: To help open-end funds overcome a persistent problem: inflows and outflows of investor cash can harm fund returns and accelerate the recognition of capital gains by the fund’s continuing shareholders. By using ReFlow, participating funds can measurably enhance performance and improve shareholder tax outcomes.
Provides just-in-time cash to meet net outflows and facilitates use of in-kind redemptions by funds holding U.S. stocks or eligible non-U.S. stocks.
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Enables participating funds to equitize their uninvested cash to earn returns based on the fund’s own returns, with no basis risk.
Learn moreReFlow’s services are low touch by design. Participating funds pay ReFlow only when they use a service, and there are no set-up or maintenance fees. No additional disclosure of fund holdings or trading activity is required, helping preserve potential fund alpha.
Learn moreFor more information, or to speak with a member of our team, contact us via the form below.
