THE CACHE EXCHANGE FUND IS HERE
READ OUR LAUNCH ANNOUNCEMENT

The Cache
Companion

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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Our Q3 Update

Six Months Later: 
Cache Exchange Fund Performance Update

See our performance update for Cache Exchange Fund in Q3 2024

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Make better decisions for managing your large stock positions.

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Exchange Fund Calculator

See the benefits of an exchange fund for your diversification needs

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A Framework to Assess Concentration Risk

How much of one stock should you hold?

To sell or not to sell (your RSUs)? Consider these key factors.

Our “Select” fund series for Qualified Purchasers

Announcing our ‘Select’ Exchange Funds for Qualified Purchasers

Comparing the definitions of accredited investor and qualified purchaser side by side to understand the meaning and benefits.

Learn about your investor status

Accredited Investors and Qualified Purchasers Made Simple

Image showing what it looks like when one stock creates concentration risk because it makes up too much of a portfolio.

We’re open for business

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

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

Understand your stock compensation

Understanding Equity Compensation: An Employee's Guide

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

Image showing an exchange fund compared to a direct indexing strategy.

Diversify your stocks

Exchange funds vs. direct indexing for large stock positions

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

Leading with trust

How Cache secures your assets while protecting your wealth

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

Got concentration risk? How to identify and manage it.

Build a better portfolio

Tax-Efficient Strategies For Concentrated Stock Positions

See how tax drag can slow the growth of your portfolio

Get tax efficient

Managing tax drag when diversifying your portfolio