One factory, different wrappers. From AMC to Active ETF: Optimise your product life cycle journey with us
TWO DISTINCT ROUTES TO OUR AMC OFFERING:
FLOW AMCS AND AMC SOLUTIONS
Choose a Flow AMC for a standardised digital journey or create an AMC Solution designed to meet your specific requirements.
FLOW AMC WITH TRADING POWERHOUSES
Standardised. Automated. Live in five business days.
Flow AMC is our standardised actively managed certificate: one Note linked to a strategy run with the market-leading trading powerhouses.
AMC SOLUTIONS WITH OUR PARTNERS
Tailored solutions, delivered by partners who know your needs best.
Build your AMC Solution with the capital market expertise of our partners. From research and structured product knowledge to sophisticated execution strategies, complex portfolios can be implemented.
AMC SOLUTIONS WITH US
When the structure is bespoke, talk to us directly
Our platform caters to a wide range of use cases; this is where things can get complex. Our sales team guides you along your product lifecycle journey. Find the right offering for the market you target. Our deep regulatory and technical expertise helps us create the product you require.
Standardised. Automated.
Live in five business days.
Built for compliance. Designed for scale.
Flow AMC is our standardised actively managed certificate: one Note linked to a strategy run with the market-leading trading powerhouses.
Interactive Brokers and Saxo - trading platforms that excel in market access, execution speed and reliability. We team up to deliver the best execution of your strategy, from ISIN creation to the trading experience.
- Don't compromise in trading: Direct market access through IB and Saxo
- Take a digital journey: from creation to invoicing, no manual glitches.
- Always visible: Continuous quotation of your product during regular trading hours
- Be transparent: Automated Fact Sheet generation
- Security first: Issued via audited and segregated SPVs no traditional issuer balance-sheet credit risk
Standardised. Automated.
Live in five business days.
Built for compliance. Designed for scale.
Flow AMC is our standardised actively managed certificate: one Note linked to a strategy run with the market-leading trading powerhouses.
Interactive Brokers and Saxo - trading platforms that excel in market access, execution speed and reliability. We team up to deliver the best execution of your strategy, from ISIN creation to the trading experience.
- Don't compromise in trading: Direct market access through IB and Saxo
- Take a digital journey: from creation to invoicing, no manual glitches.
- Always visible: Continuous quotation of your product during regular trading hours
- Be transparent: Automated Fact Sheet generation
- Security first: Issued via audited and segregated SPVs no traditional issuer balance-sheet credit risk
Tailored solutions, delivered by partners who know your needs best.
Modular by design. Institutional by nature.
Build your AMC Solution with the expertise of our partners. From research to structured product knowledge and sophisticated execution strategies, complex portfolios are enabled.
Based on the deep understanding of our platform gained over recent years, they provide the knowledge you need that the wrapper goes hand in hand with your strategy.
- Know the market: First-in-class research provided by our partners
- Don't get surprised: Investment Solution in your portfolio executed by experts
- Talking Greek: Comprehensive Portfolio analysis ensuring success
- If the going gets tough, the tough get going: Our partner enables execution of complex trades and in difficult markets
When the structure is bespoke, talk to us directly
We enable you to innovate without compromising compliance —
and to scale without having to rebuild from scratch.
Our Platform caters a magnitude of different use cases; this is where things can get complex. Our sales team guides you along your product life cycle journey. Find the right offering for the market you target. Deep regulatory and technical knowledge creates the product you require.
- Beyond boundaries: Choice of DE, CH, XS and US ISINs, and of traditional or tokenised format
- Pure efficiency based on an AI operating model and integrated agents
- Technological Excellence: Multi-Share Class
- All the way: structuring, documentation, issuance, lifecycle management and settlement — with the option to move into a regulated fund wrapper via Opus Prime
- Innovation first: Let’s innovate based on a strong ecosystem of custodians, paying agents, data providers, OTC counterparties, valuation agents, legal experts, ...
WHY CHARTERED INVESTMENT
INFRASTRUCTURE THAT TURNS
A STRATEGY INTO AN INVESTABLE PRODUCT
BUILT FOR PROGRESSION
ONE INVESTMENT IDEA
RELEVANT FORMATS FOR THE NEXT STAGE
Chartered Investment supports institutions and platforms in developing regulated investment products across traditional and digital markets. The applicable formats depend on the strategy, investor base, and distribution requirements.
- INDEX
- CERTIFICATES
- FUNDS
- ETFs
- TOKENIZED SECURITIES
For more information, visit our Fund Management Website
Fund platform
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With us, you can tokenize your strategies and your products
Blockchain Technology
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Let's discuss how Chartered Investment
can support your next project.
