Successfully Launching An Actively Managed ETF

At Endeavour Investment Partners, we help investment managers brand,  launch,  and grow actively managed ETFs—with a dedicated focus on RIA and intermediary channels. It’s where we’ve built our expertise since day one.

The actively managed ETF space is crowded, competitive, and rapidly evolving. Without a focused strategy, even successful managers risk spreading their efforts too thin—like a golden retriever in a tennis ball factory, chasing every opportunity but gaining little traction.

That’s where Endeavour comes in.  We help you identify and prioritize the right distribution pathways—those that align with your investment philosophy, client profile, and long-term growth goals.

Our experience spans:

  • Platform relationships with Fidelity Institutional, Schwab Advisor Services, and Pershing

  • Product development and positioning to stand out in a saturated marketplace

  • Service provider selection and compliance coordination

  • Marketing, digital strategy, and sales execution designed for advisor engagement

The result: your ETF isn’t just launched—it’s strategically positioned for enduring success.

Building Digital Awareness and Brand Credibility

In today’s global marketplace, credibility is earned long before a product ticker appears on screen.
A thoughtful digital strategy—anchored in consistent, compliant communication—helps investment managers build visibility and trust well ahead of launch.

At Endeavour, we guide managers through every stage of that process:

  • Leveraging LinkedIn, YouTube, and podcast platforms to share authentic insights and investment perspectives

  • Creating professional digital collateral that connects your story to the right audiences

  • Integrating your website, CRM, videos, and webinars into a coordinated marketing system that’s both compliant and discoverable

We design digital approaches that complement your sales efforts, not compete with them.

The result: a steady pipeline of visibility and investor awareness that compounds over time—transforming your ETF from a new listing into a recognized brand.

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Comprehensive digital collateral development

  • Market your strategies to the right segment
  • Focused Intermediary Distribution Strategy
  • Digital approaches that are complimentary.
  • Integrate video and podcasts for effect.

Marketing is not selling, and selling is not marketing.

We believe that your success requires knowing the difference and doing both.