Investment
ideas.
Designed
to invest.
We combine expertise, creativity and precision to design the right investment structure.
“You bring the idea. We make it investable.”
Explore the process
Every investment
starts with
an idea.
We turn investment ideas into investable products. From the initial concept through research, design and structuring to the launch of your Actively Managed Certificate (AMC), we guide you through every stage.
One partner. Every step of the way.
One structure.
Many
possibilities.
An AMC transforms an actively managed investment strategy into an investable security.
Instead of building separate infrastructure for every idea, one structure can carry the strategy, the portfolio and the reporting.
Flexible investment universe
Defined around the strategy, not the other way round.
Efficient implementation
Trading and administration handled in one structure.
Active portfolio management
The strategy can be steered over time.
One investable security
A single ISIN representing the whole portfolio.
Scalable investment strategy
Designed to grow with the investor base.
Flexible rebalancing
Adjustments follow the investment rules.
Professional reporting
Portfolio, risk and transaction transparency.
Potentially efficient time to market
Depending on setup and counterparties.
The specific characteristics, features and costs of an Actively Managed Certificate depend on the issuer, the chosen structure, the applicable jurisdiction and the individual product setup. Nothing on this page is an offer, a recommendation or investment advice.
One
continuous
route.
From the first idea to launch and post-launch support, our six interconnected stages form one continuous process. Each stage builds on the previous one.
- 01Idea
- 02Perimeter
- 03Research
- 04Design
- 05Build
- 06Staying on course
Shaping your investment idea
Every product begins with questions rather than paperwork. We start by understanding what the investment is meant to do.
What we establish together
- 01Investment objective
- 02Target investors
- 03Investment philosophy
- 04Desired outcome
- 05Investment horizon
- 06Constraints
Defining your financial environment
Before designing anything, the boundaries of the investment need to be drawn precisely.
The perimeter we define
- 01Investment universe
- 02Asset classes
- 03Liquidity requirements
- 04Risk parameters
- 05Benchmark
- 06Regulatory and structural considerations
Research
Assumptions are tested before they become rules. Research is where an idea earns its structure.
What we analyse
- 01Markets
- 02Companies and assets
- 03Data
- 04Risk factors
- 05Historical behaviour
- 06Investment assumptions
Tools we may apply
Design the investment
Research becomes a defined investment strategy: explicit, documented and repeatable.
Potential components
- 01Portfolio construction
- 02Selection methodology
- 03Weighting
- 04Investment rules
- 05Risk framework
- 06Rebalancing methodology
Build & invest
The strategy is translated into an investable product and the initial portfolio is put to work.
Possible components
- 01AMC structure
- 02Issuer and supplier coordination
- 03Product documentation
- 04ISIN
- 05Implementation
- 06Initial portfolio
Post-Launch Support
Launching an AMC is just the beginning. We remain your point of contact, coordinating with partners and supporting the ongoing operation of your AMC.
Ongoing support
- 01Issuer coordination
- 02Product administration
- 03Documentation support
- 04Reporting coordination
- 05Partner communication
- 06Ongoing product support
Your strategy.
Your product.
Different investment ideas require different structures. We help turn them into professionally designed AMCs.
Equities
Bonds
Multi Asset
Commodities
Crypto / Digital Assets
Thematic Strategies
Alternative Investments
Systematic / Quant Strategies
Universes can be combined inside one product.
Have an investment idea?
Let’s make it investable.
