USE CASE 1
Actively Managed Certificate on (Non-)Bankable Assets
Overview
Rationale
Actively Managed Certificates (AMC) are securities, which can hold a wide range of assets – from listed and not listed company stocks, bonds, alternative funds or derivatives to digital assets- that are managed through a discretionary investment strategies managed by the product manager on behalf of the Issuer (TPB Issuer). Investors participate in the performance of the underlying assets. Product managers benefit through management, performance or other fees.
Product Inspirations
Model Portfolio
Signature or thematic investment portfolios of equities, bonds and alternative investments for different investor profiles.
Unique Assets
Securitize and enable fractionalized “ownership” in a actively managed collection of artwork, musical instrument or jewelry.
Unique Investment Strategies
Algorithmic investment strategies (e.g., behavioral analysis or high frequency) for crypto or stocks.
USE CASE 1
Example
SVBS1 Disruptive Tech AMC
ISIN: CH0587418390
This AMC aims to provide investors with direct exposure to a curated capital of high-growth tech start-ups with attractive, long-term returns and low correlation to other asset classes.
SVBS 1’s diversified, high-yield and risk-dynamic capital provides investors with access to the value creation of 21st century general-purpose technologies such as Artificial Intelligence (AI), Internet of Everything (IoE) and Blockchain.
The capital is curated by experienced investment professionals, venture capitalists, analysts and the Silicon Valley Blockchain Society (SVBS) network.
USE CASE 1
Institutional Setup
- Notes
- Product Sponsor, Product Manager and Product Distributor can all be different counter-parties or one counter-party
- The inapplicable fees are to be set to zero
what makes us different
Why Choose Us?
Swiss Capital Management AG is a Swiss-based private financial intermediary regulated by Polyreg, a FINMA-recognized self-regulatory organization. We are a financial investment manager for the future economy, offering securitization platforms for traditional and innovative assets.