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Tradition.
Innovation.
Performance.

Chartered Investment meets market challenges by developing innovative platforms. Applying digitalised processes and a clear regulatory framework, we prioritise quality and safety. We are innovators and first movers. Our platforms are constantly being developed and adapted to the capital market situation as well as to the latest technologies and standards.

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Local Websites and Associated Companies

Platforms

Chartered Group

HIGHLIGHTS

2014

First Luxembourg-based multi-issuer platform

2016

First issuing platform to securitise trading strategies

2018

First issuing platform to issue a certificate on the blockchain

2018

First German Benchmark Index Administrator (LIXX GmbH)

2021

First crypto security according to the German Electronic Securities Act

2023

Expansion of the Instifolio Family: Instifolio-Protect, Instifolio-Token, Instifolio-Green

REGULATION

Fully BaFin-regulated solution provider

European Benchmark Administrator

Crypto securities registry in accordance with the German Banking Act

CSSF-regulated securitisation company

OUR
NETWORK

Why Chartered Investment?

EXPERTISE:

our team consists of senior matter experts in banking (trading, middle office and structuring), legal, IT and consulting.

PROPRIETARY IT INFRASTRUCTURE:

we have developed an agile IT environment allowing straight through processing of our securitization and index solutions, automated life cycle management of our products and interfaces to data providers and
transaction partners

Our network:

we cooperate with a wide range of network partners: custodian banks, paying agents, brokers, hedging partners, legal services and data providers.

Economies of scale:

leveraging our long-term relationships with service providers, continuous investments in our infrastructure and know-how built over the years ensures cost-efficiency for stand-alone issuances

Entrepreneurial mindset:

Chartered Investment is private equity – decisions are made quickly without long reporting lines and while taking our shareholder‘s risk perception into account

KNOWLEDGE
MATTERS

Discover much more content at the exclusive Chartered University

Our capital market experts and partners share their experience on structuring, financial engineering and investment opportunities.

Smart functions in words and images
As a network for “financial knowledge”, Chartered University is continually enhanced with new exciting content. We think across disciplines, ranging from relevant legal developments, such as ESG and its regulatory embedding, to new technical possibilities and their active implementation within the scope of our tools.

We remain a transaction firm and are therefore always keeping an eye on the specific use case and benefits for investors and product innovators.
Sharing knowledge and continual development remain essential factors for success in the global capital markets.

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