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ARK Invest Leads Race for First Tokenized Fund Approval

Created at 8 Sep · 12:00 PM1 source↑ Market-relevant
IN SHORT

Cathie Wood's ARK Invest is reportedly emerging as the frontrunner to launch the first tokenized investment funds in the U.S., potentially outpacing competitors like BlackRock and Fidelity. This development follows a proposed SEC rule change for transfer agents that addresses tokenized securities.

Key Numbers

421-pageSEC proposal length

Who's Involved

Cathie Wood
CEO of ARK Invest, reportedly leading tokenized fund race
ARK Invest
Asset manager reportedly frontrunner for tokenized fund launch
Andy C
Host of The Rollup podcast, reported on ARK Invest's progress
SEC
U.S. Securities and Exchange Commission, proposing new rules for transfer agents
Paul Atkins
SEC Chief, whose approval of a framework is anticipated
Hester Peirce
SEC Commissioner, noted the proposal's decade-long development

↳ Why This Matters

The race to launch the first tokenized funds in the U.S. signifies a major step towards integrating traditional finance with blockchain technology, potentially reshaping investment accessibility and fund management.

Key facts

  • ARK Invest is reportedly positioned to be one of the first asset managers to launch tokenized securities.
  • The development is linked to a proposed SEC innovation exemption for transfer agents.
  • Competitors like BlackRock and Fidelity are also expected to pursue tokenized funds.
  • The SEC's proposed rule change for transfer agents specifically addresses tokenized securities and blockchain recordkeeping.
  • The proposal includes considerations for correlating wallet addresses to investors and updating ownership records.
  • Cathie Wood's ARK Invest is reportedly positioning itself to be the first asset manager to launch tokenized investment funds in the U.S., potentially ahead of rivals such as BlackRock and Fidelity. This advancement is contingent on the Securities and Exchange Commission (SEC) approving an innovation exemption related to transfer agents.

    According to reports citing sources, ARK Invest is making significant strides towards going live with tokenized securities, utilizing a transfer agent as part of the SEC's proposed innovation exemption framework. The plan is to initially roll out with ARK funds before expanding to others, with Fidelity and WisdomTree also mentioned as likely participants.

    This news follows a substantial proposed rule change by the SEC concerning transfer agents, the largest such revision since the early 1980s. The 421-page proposal extensively discusses recordkeeping and tokenized securities, acknowledging the emergence of 'blockchain-native' transfer agents. The SEC is seeking public comment on various aspects, including direct shareholder blockchain record keeping and methods to link wallet addresses to verified investors while maintaining up-to-date ownership records.

    Commissioner Hester Peirce highlighted that this proposal has been in development for over a decade, with the last review of transfer agent rules occurring in 2015. The industry is now awaiting potential approval from SEC Chief Paul Atkins for this framework.

    Frequently asked questions

    A tokenized fund is an investment fund whose ownership shares are represented as digital tokens on a blockchain. This allows for potential benefits like fractional ownership, faster settlement, and trading on decentralized platforms.

    A transfer agent maintains records of stock ownership, processes security transfers, and handles dividend payments or other shareholder communications on behalf of a company or fund.

    The SEC's proposal aims to update regulations for transfer agents to accommodate tokenized securities and blockchain-based recordkeeping, which is crucial for the compliant operation of tokenized funds.

    What Happens Next

    01The SEC is expected to review public comments on the proposed rule change for transfer agents.
    02Market participants await potential approval of the innovation exemption framework by SEC Chief Paul Atkins.
    03ARK Invest and other asset managers are poised to launch tokenized funds if regulatory hurdles are cleared.

    How It Developed

    ARK Invest is reportedly leading the race to launch tokenized securities.
    The SEC has proposed a rule change for transfer agents concerning tokenized securities.
    The proposed rule addresses recordkeeping for tokenized funds and distributed ledger records.
    The SEC is considering direct shareholder blockchain record keeping and wallet address correlation.

    Sources

    T1
    Cathie Wood’s ARK Invest To Beat BlackRock, Fidelity In SEC Tokenized Fund RaceCoinGape

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