As an asset manager (EAM), you have no doubt seen that many banks offer Actively Managed Certificates (AMCs). It is important to understand, however, that if you have developed an individual investment strategy, these offers may restrict you – even severely so.
This is a common situation many clients face when seeking an extremely flexible solution to execute their individual and tailor-made portfolio strategies in a way that can include all asset classes, like structured products and funds, or even reflect an active quant strategy with many trades on a daily basis. After checking all the alternatives, many decide on GenTwo next-generation issuance setup – an arrangement that is independent of any bank.
Within days, EAMs can package their strategy specified by the strategic adviser in a tailored AMC. They can even offer high-frequency traded portfolios.
In contrast to other conventional issuers, GenTwoclients receive an individual and bespoke issuance platform that allows each client to issue an unlimited number of AMCs without issuer risk from a bank. The custodian and broker can also be selected in a flexible manner, providing the setup that is the best solution for specific applications. EAMs can include their preferred management and performance fees.