Use Cases

Investment Strategies

By issuing an AMC, an asset manager can easily implement almost any sort of investment strategy, including:

  • a short US option premium strategy
  • an absolute return strategy on Swiss equities
  • a long-only ETF strategy
  • the top 10 equal-weighted cryptocurrencies
  • a short-duration fixed income portfolio
  • a diversified portfolio of structured products
     

The asset manager can use ISP's Trading & Execution services and enjoy access to selected prime brokers. ISP collaborates with a selection of brokers that are top-tier within their area of expertise. The newly created certificate can easily be distributed among qualified investors.

Private Equity / Fund

In recent years, the private markets industry has seen exponential inflows through securitisation vehicles. Asset managers and associated parties have begun to prefer the easier access that securitised solutions can provide into otherwise hard-to-get private assets, such as Private Equity and Private Funds.

Private Loans

In addition to private equity, private debt has attracted a lot more interest in recent years. Given the huge size of this market, opportunities for interesting projects with higher yields are almost endless. Private loans can be securitised into any type of bond, including convertibles or a CLN. This is a highly efficient way to access institutional fixed-income investors worldwide.

Real Estate

Almost all investors try to diversify their financial portfolio with rather uncorrelated returns from the real estate industry. However, direct access to this market is not easy given the substantial minimum investment fees and illiquid nature of the business. Real estate securitisation converts the asset into a tradable security on the financial markets. This is a flexible and efficient way to raise capital, to fund a real estate development project or to get a real estate portfolio off the balance sheet. Investments can thereby be channelled as equity, debt or even hybrid structures. This allows for potential fixed-income distributions, upside participation and tax efficiencies.

Digital Assets

Since the dawn of cryptocurrencies, investors worldwide have sought the best ways to access the digital market. Conventional solutions have often proven to be both cumbersome and – more importantly – unsafe. Predictably, professional asset managers are increasingly seeking solutions for diversifying their clients’ money with digital assets.  An AMC is a highly efficient way to securitise your crypto strategy into a certificate that qualified investors can buy easily and securely.