For more Information on AMCs, please contact our Team:
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Structured Solutions EuropePhone:
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Strategic Certificates – what are they?
Strategic Certificates, also known as AMCs (short for Actively Managed Certificates), are Tracker Certificates which allow investors to participate in the performance of an underlying index. The index is managed on a discretionary basis by the index sponsor– enabling active management of a chosen investment strategy.
As an investment manager, or index sponsor, you tailor the solution to your clients by selecting index components from the broad range of asset classes available, comprising amongst others ETFs, Bonds, Derivatives, Funds and Structured Products from third-party issuers. You make any adjustments to the index composition, as and when you deem necessary (rebalancing).
Index universe modularity
1 Structured products issued by Vontobel and third-party issuers
Strategic Certificates vs. Funds
For one reason or another, fund structures are often not an investment option for most investors: high levels of minimum investment, regulatory limitations, high set-up costs, lack of flexibility and protracted time-to-market, to name a few. In contrast, Strategic Certificates can be set up and listed on SeDeX in weeks; plus, they are issued with ISIN numbers making them transferable. One further convincing argument for choosing these products is the flexibility which you have in tailoring design: you have a broad variety of possibilities available to you from which to select index components (see chart above).
Speed and convenience: Vontobel Index Management Tool
As index sponsor, you will be able to manage the Strategic Certificate actively and efficiently using our intuitive web-based platform, with its broad variety of constituents and a real-time overview of your index, including calculations. The tool enables fast adjustments of your index with just a few clicks. If required, we can arrange for you to get training on how to use the index management tool. Hence, you can concentrate on your core competency: i.e., designing and conducting discretionary management and monitoring investment strategies.
Want to launch your own Strategic Certificate right away?
Please complete our Strategic Certificate Checklist and send us your request via E-mail.
Download Strategic Certificate Checklist
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Structured Solutions EuropePhone:
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