Actively Managed Certificates (AMCs) are securitised portfolios that are dynamically adjusted at the discretion of an investment manager. They can be issued as on- or off-balance sheet certificates and are either privately placed or exchange-listed.
The global AMC market exceeds $1 trillion in assets under management. With the most significant growth happening in the last three years. Depending on the jurisdiction, these products are also referred to as Exchange Traded Notes (ETNs), Dynamic Equity Notes, Strategy Notes, Strategy Index Certificates, and Actively Managed Trackers.
Due to their fast time to market, flexibility, and lower costs, AMCs offer many benefits over comparable financial vehicles such as mutual funds.
This allows investment managers to turn their investment ideas into an exchange-listed product on the same day. Now, the vestr platform makes it even easier for issuers and investment managers. We digitize the full lifecycle management of your investment products.
Turning an idea into an investable product means hard work. Issuers must create the legal setup for the certificate. Simultaneously, investment managers need to continuously monitor and manage its compositions. On top of that, today’s investors expect periodic insights and transparent reports.
The vestr platform is the first end-to-end solution that facilitates these workflows. Investment managers can perform rebalancings and download reports directly on the platform. In the background, vestr’s APIs can easily be connected with the issuers’ downstream systems and brokers. The goal is to ensure a seamless experience and minimal efforts for everyone involved.
Due to their dynamic nature and operational complexity, Actively Managed Certificates are often managed on spreadsheets. Lifecycle events are highly non-standardized and are typically handled manually. In other words, introducing operational risks and inefficiencies.
By transforming these processes from spreadsheets, emails, and phone calls into an intuitive state-of-the-art platform, vestr creates a bullet-proof and fully auditable workflow.
Increasing regulation, competition and new entrants are disrupting traditional value chains and revolutionising wealth managers business models. How can you remain competitive in today’s market?
Put a spotlight on your core competencies and remove technical hurdles. The vestr platform enables you to provide more value for your customers with less effort. How? By fully automating labor intensive processes and streamlining after-sales activities.
Focus on selling your products while we handle everything else.
By partnering with vestr, you get a modular platform to automate your Actively Managed Certificate value chain. Our ‘pay as you earn’ pricing model allows you to go live fast and with fair upfront costs.
Schedule a meeting with one of our experts.
With focus and dedication to Actively Managed Certificates, the vestr team has acquired deep knowledge in this field. From issuing AMCs to implementing quantitative models, our knowledge spans across the entire spectrum. Through continuous and active involvement, our technologies continue to shape the AMC community. At the same time, our solutions generalize the needs of many players.
The vestr team brings extensive experience in leading Fintech and technology companies. Our capabilities ensure that we create the leading software for AMC issuers.
Since starting with three founders in 2017, our team has grown to more than 30 international contributors, including ex-Googlers, Avaloq veterans, Accenture and d-fine experts, and ETH alumni with Master’s degrees in Computer Science and Engineering. Our awesome group of engineers, financial experts, and thought leaders is driving technological change and working on creating meaningful solutions for the financial sector.