A visual and interactive guide to launching your first UCITS ETF via a white-label platform.
This chart visualizes the complete project timeline from initial research to the final exchange listing. The roadmap is split into two main phases: remote foundation work and in-person execution upon returning to Europe. Hover over any bar to see the specific task and its duration.
This phase focuses on the intellectual property (your index) and securing the necessary commercial partnerships from afar. These steps are entirely within your control and can be completed before you return to Europe.
Define all rules: stock universe, selection criteria, weighting scheme, and rebalancing frequency.
Target: End of Nov
Research 3-5 White-Label ETF providers in Ireland/Luxembourg. Prepare a one-page index pitch.
Target: Mid-Dec
Engage top partners. Request fee structures (fixed, AUM %) and impact on your fund's TER.
Target: End of Dec
Develop a pitch deck focused on the investment thesis, back-testing, and risk/return profile.
Target: Mid-Jan
Select your WL Partner. Sign a Letter of Intent (LOI) to formally start the process and pay the initial retainer.
Target: End of Jan
Actively pitch your index to institutional "Seeders" (pension funds, family offices) to secure €1M+.
Target: Continuous
Contract a BMR-compliant Index Administrator (via your WL Partner) to calculate and publish your index.
Target: End of Feb