THE CACHE EXCHANGE FUND IS HERE
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The Cache
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What is an exchange fund?

Learn the basics

What’s an exchange fund?

Is an exchange fund right for you? Learn what they do, see benefits and drawbacks, and find answers to all your basic questions.

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Get into the details

How do exchange funds work? The ultimate guide

Get a detailed view inside exchange funds. This definitive guide includes examples and details from setup to redemption to taxation.

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Exchange Fund Calculator

See the benefits of an exchange fund for your diversification needs

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Got concentration risk? How to identify and manage it.

Build a better portfolio

Got concentration risk?

See how tax drag can slow the growth of your portfolio

Get tax efficient

Managing tax drag when diversifying your portfolio

Stock lending explained: How to earn passive income from stocks you own

Stock lending 101

Stock lending: How to earn passive income from your stocks

Leading with trust

How Cache secures your assets while protecting your wealth

Looking to diversify a large stock position? Get an introduction to our talented investment team, their stories, and what drives their investing philosophies.

Look inside Cache

Meet the Cache Investment Team

Image showing the most common types of equity compensation and stock-based compensation, like RSUs, ESPPs, and Options.

Understand your stock compensation

The employee’s guide to all types of equity compensation

Image depicting exchange funds from Morgan Stanley, exchange fund provider Eaton Vance, and Goldman Sachs’ exchange funds.

See your choices

List of exchange funds — providers and product details

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Diversify your stocks

Exchange funds vs. direct indexing for large stock positions

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We’re open for business

Introducing the Cache Exchange Fund: Making tax-deferred diversification broadly accessible