About Us > Strategic Relationships
Pacer ETFs is an exchange traded fund provider focused on providing clients with distinct strategies to help them meet their financial goals.
Pacer is proud to partner with some of the industry's leading service providers.
A Medallion Distributor providing principal underwriting for exchange traded products. A limited purpose Broker Dealer providing complete distributor services including national wholesaling services, registered representative licensing, and FINRA material compliance review. Pacer’s innovative distribution model allows for access to an established network of financial advisors across all channels.
An SEC registered investment advisor providing investment advisory services for Pacer ETFs. Pacer Advisors also manages separate account strategies for institutional clients.
Fund Accounting, Fund Administrator, and Transfer Agent
U.S. Bancorp Fund Services, LLC has been providing seamless administration services to a diverse client base since 1969. Our dedicated ETF team supports active and passive ETFs, including fixed income and equity, inverse, leveraged, derivative-based, and commodity funds. As a partner with Pacer, we provide day-to-day fund accounting and fund administration, while also processing primary market transactions with various Authorized Participants. For more information about our exchange traded fund services visit http://www.usbfs.com
At U.S. Bank, our experienced custody team helps protect fund assets by ensuring accuracy and privacy are among our top priorities. Our network of custody professionals work with your funds to meet the specific requirements of each ETP. With dedicated custody administrators and trade services representatives, we are always standing by to provide guidance and support. We’ve integrated our custody system with our Transfer Agent for deposit withdrawal at custodian (DWAC), allowing swaps of ETPs and Continuous Net Settlement. This technology offers the ability to accept partial delivery of shares and helps clients focus on their growth. U.S. Bank handles the processing of corporate actions, cash management support, trade servicing, and all specialized needs clients may require. Our securities lending services include secure online access for detailed information, including earnings, securities on loan, borrowers, and lendable assets.
Bats Global Markets, a CBOE company, is a leading global operator of exchanges and provider of services for financial markets around the globe, making markets better for traders, investors, and issuers. Bats was acquired by CBOE Holdings in February 2017, creating a firm with a combined track record of improving markets through product innovation, cutting-edge technology, and superior customer service. The company offers ETP listing services in the U.S. and Europe and offers trading across a diverse range of products in multiple asset classes and geographies, including; options, futures, U.S. and European equities, exchange traded funds (ETFs), and multi-asset volatility, and global foreign exchange (FX) products.
Index Calculation Agent
A global advisory company specializing in investment products, consulting services, and technology solutions. Wilshire was an early innovator of the integrated asset/liability modeling technique, as well as risk management and portfolio optimization model to help plan sponsors and institutional investors reach optimization based on their portfolio needs. In 1981 Wilshire Consulting was established to provide customized consulting solutions, assisting approximately 49 million Americans and their retirement plans, including those participating in some of the nation’s largest public and corporate retirement plans. They consult on combined total assets of $1 trillion. Wilshire broke into the alternative investment industry in the mid-1990s serving more than 150 investors with private equity solutions and gathering over $4.3 billion in committed capital. Leveraging its strong institutional brand, Wilshire began developing investment solutions for the retail market in 2005, growing assets in that segment to more than $146 billion across 50 leading financial intermediaries.
Index Calculation Agent
Nasdaq Global Indexes has been creating innovative, market-leading, transparent indexes for more than 40 years and today they are one of the largest providers of Smart Beta indexes based on AUM. Their world renowned brands include the NASDAQ-100 Index, Nasdaq Global Equity, Dorsey, Wright & Associates, Nasdaq AlphaDEX, and Nasdaq Dividend Achievers. They provide benchmarks, research, resources, and tools specifically for investment professionals to help grow and protect assets. For more information, visit their website http://www.business.nasdaq.com/indexes
Index Calculation Agent
A global index leader, bringing a combined experience of more than half a century in index management and market intelligence and commitment to working with clients to create the benchmarking, analytics, and data solutions they need. Today, more than $10 trillion is benchmarked to FTSE Russell. Covering 98% of the investable market, FTSE Russell indexes offer a true picture of global markets, combined with the specialist knowledge gained from developing local benchmarks around the world. The top ten investment banks, 97 out of 100 of the top asset managers, 48 out of 50 of the top plan sponsors, and the top five global custodians all rely on FTSE Russell indexes to benchmark their investment performance and create ETFs, investment funds, structured products, and index-based derivatives.
Independent Registered Public Accounting Firm