17.04.2025

The various blockchains used in the financial industry and their differences

Since the launch of the Bitcoin blockchain in 2009, numerous blockchain platforms have emerged, many of which have since disappeared. Initially, the focus was primarily on cryptocurrencies and their management, but developers soon expanded blockchain’s scope to include tokenisation of assets and the creation of smart contracts. Today, several blockchains play a crucial role in…

10.04.2025

AI in the financial sector: current trends and developments

The term “artificial intelligence” (AI) became widely recognised only after the launch of the text-generating model ChatGPT in the summer of 2022. However, for those with a long history in data processing, AI principles have been well-known since the 1980s. In fact, the financial industry has been leveraging AI techniques for over 20 years, although they were previously…

25.03.2025

Special funds for defence and infrastructure – but where is the investment in our digital future?

The current public debate on Germany’s special fund centres almost exclusively around defence and infrastructure. Yet one critical pillar of future readiness remains notably absent: investment in digitalisation. A missed opportunity, argues Markus Fehn, Head of Strategy and Innovation at Chartered Investment.

25.02.2025

Innovation and Opportunity in the Nordic Finance Sector

In the Nordics, robust regulatory frameworks and a longstanding tradition of forward-thinking financial strategies have fostered an environment that encourages innovation. Chartered Investment, with its structuring expertise and operational infrastructure, is well positioned to help local market participants adapt to evolving demands, enhance capital efficiency, and explore new…

11.02.2025

e-Sec confirmed as crypto securities registrar

e-SEC GmbH, a subsidiary of Chartered Investment, has been granted the final licence from the German Federal Financial Supervisory Authority (BaFin) as a crypto securities registrar under Section 16 German Electronic Securities Act. This milestone reinforces  Chartered Investment's position as a leading independent platform for innovative investment solutions.

24.01.2025

Crypto in Transition: Insights from a Week of Global Developments

The crypto market never sleeps, and this week’s rapid regulatory and political developments have proven this once again. While we anticipated this general trend, the speed at which the landscape is changing has caught even seasoned market observers by surprise.

15.01.2025

The benefits of crypto deregulation in the USA

The potential for deregulation of the US crypto market under the Trump administration has sparked significant discussion among market observers. Many anticipate that such changes could foster a more favourable environment for cryptocurrency, driving its adoption and innovation both in the US and globally.

06.11.2024

Chartered Investment joins the SSPA as a new partner member

The Swiss Structured Products Association (SSPA) welcomes Chartered Investment as a new partner member. This brings the SSPA's network to a total of 52 members from the entire value chain, from issuers, trading platforms, and the buy-side to brokers and partners.

25.09.2024

Pioneer Ventures’ VC portfolio investable via NAO

Berlin-based investment FinTech NAO (https://www.investnao.com) has partnered with Chartered Investment and Ludwig Fresenius Pioneer Ventures AG, a key player in the start-up ecosystem connected to the renowned Fresenius universities and the Pioneer Lab incubator. Through this collaboration, members of the “Pioneer Club” investor network, which includes numerous Fresenius…

22.07.2024

Broadening the cooperation with Vontobel and EFG

Following our initial announcement on March 19, 2024, Chartered Investment is excited to share a significant development in our cooperation with Vontobel and EFG International.

25.06.2024

Xenios Blockchain Group S.A. and e-Sec Revolutionize Greek Finance with Tokenized Corporate Bond Issuance

Xenios Blockchain Group S.A. (XBG) proudly announces the successful issuance of Greece’s first tokenized corporate bond under Germany's eWpG, coordinated in partnership with e-Sec. This venture marks a significant leap towards modernizing financial markets through blockchain technology.

07.06.2024

What the EU Green Bond Regulation means for the securitization market

While the topic of ESG considerations has become well-established in the financial industry, the securitization sector has largely been an exception - till now. With the introduction of the EU Green Bond Regulation (EuGB Regulation), the European legislator has established a voluntary legal framework for green bonds, which can also be applied to securitizations. This new…

23.04.2024

Compiling indices based on AI models - LIXX Innovation uses AI from FinScience and launches LIXX AI indices

In collaboration with FinScience, LIXX has introduced five innovative AI indices that showcase the capabilities of artificial intelligence in enhancing stock selection. Unlike traditional methods, AI not only identifies a broader range of companies but also analyses their relevance to an index theme more effectively and with superior accuracy.

19.03.2024

Chartered Investment enters cooperation with Vontobel and EFG

• Opus will join deritrade®, a leading multi-issuer platform for external asset managers and banks for structured products, as an issuer
• Opus provides customized counterparty credit risk to deritrade®
• EFG will join as an issuer on deritrade®
• Chartered Investment provides structuring and securitization expertise to both issuers, now accessible on deritrade®

06.03.2024

Chartered Investment and twelve x twelve turn music rights into tradeable investment products

Fintech company Chartered Investment and music financing platform twelve x twelve collaborated to jointly launch the first bond that allows for the exploitation of revenue streams generated from GEMA royalties. This innovative financial product offers professional investors the opportunity to diversify their portfolio of alternative assets and provides rights holders with…

29.02.2024

A new era: a brief history of blockchain technology in the financial world

Blockchain technology has swiftly earned a prominent role in the financial sector. This emerging method of data management has garnered the attention of key industry players, who have been rapidly developing specialised products and applications in the last few years. A notable achievement was the launch of the first structured product entirely managed on the Ethereum…

04.12.2023

Chartered Investment Partners Collaborates with Sygnum on Sygnum Crypto Multisector Index

Chartered Investment Partners is pleased to announce its collaboration with Sygnum in introducing the Sygnum Crypto Multisector Index Linked Certificate (ILC). This strategic partnership brings together the structuring expertise of Chartered Investment and Sygnum's commitment to innovation in the digital asset landscape.

30.11.2023

Chartered Investment makes physical gold investable as a crypto security in accordance with the Electronic Securities Act

As part of a public offering, Chartered Investment is launching “Responsibly Sourced Gold - Series II and III”, a new investment product. It offers investors the option of a traditional or tokenised form, thus contributing to the integration of traditional capital markets with web3 products.

25.10.2023

Superior shares in index funds

Active ETFs combine the advantages of automated stock selection with those of active portfolio management. With the development of a properly constructed index also provides more flexibility at a reduced cost.

13.09.2023

Expanding Financing Possibilities for Finnish SMEs – Tripartite Cooperation among Vauraus, Chartered Investment and Exaloan

• This strategic partnership responds to the growing demand for debt financing among Finnish SMEs.
• Vauraus aims to improve funding opportunities and social development for Finnish SMEs.
• Vauraus has been validated by Exaloan's credit scoring algorithms and demonstrated strong credit quality.
• The loan portfolios are investable through Chartered Investment's securitization…

28.07.2023

How Chartered Investment makes bonds viable for any type of issuer

French cities issued bonds to cover their liabilities as early as the High Middle Ages. The notion of borrowing money from people and promising interest and repayment in exchange may be older than traditional banking. In the late Middle Ages, such bonds became known as “war bonds” in Italy, because many small principalities used them to fund campaigns against their neighbours.

27.06.2023

Chartered Investment and Smart Wealth launch first tokenized index tracker under German electronic securities act

German fintech and securitization boutique Chartered Investment has teamed up with the Zurich based FINMA regulated asset manager Smart Wealth, a global pioneer and leading player in AI based asset management, to launch the first actively managed multi asset portfolio on the Avalanche Blockchain.

31.05.2023

Why the food-tech industry offers extremely appealing investment opportunities centred on the concept of “high-tech food”

High-tech food start-ups are driving the food industry’s decarbonisation efforts by inventing ways and technology to generate artificial proteins designed to replace meat, cow’s milk and eggs. Financing these start-ups provides attractive investment opportunities.

18.04.2023

Crypto Cycle Index: Strong start thanks to innovative allocation strategy and market phase weighting

To reduce the known investment risk in this market segment, LIXX and Werte Invest Vermögensverwaltung of Cologne have developed highly complex evaluations for the selection of the included crypto assets and for rebalancing according to the respective market phase to calculate the Crypto Cycle Index.

09.03.2023

Chartered Investment and Tapline have joined the Association of German Lending Platforms as new members

Düsseldorf-based Chartered Investment is joining the Association of German Lending Platforms (VdK) as a new regular member in the fields of securitisation and tokenisation. Receivable lending-focused Tapline, a Berlin-based start-up, has been admitted as an associate member. Both FinTechs found the ideal embodiment of their digital lending interests in VdK.

01.03.2023

Logistics market leader DPL changes all of its funding to green bonds with the assistance of Chartered Investment

Deutsche Paletten Logistik issues two green bonds structured by Chartered Investment and pledges to adhere to a stringent sustainability course. Hendrik Leber (ACATIS Investment), a renowned fund manager, invests tens of millions.

31.01.2023

This is how LIXX creates indices on stocks, funds, options, crypto-assets and other underlying assets

The purpose of indices is to reflect the evolution of specific markets. As early as 1884, Charles Dow and Edward Jones, the founders of the Wall Street Journal, began calculating an index of the most significant US company shares. The index, referred to as “Dow Jones”, established the basis for all stock indexes worldwide and remains one of the most significant measures of the…

20.12.2022

Bankable Sustainability: High-Tech Food Securities

With growing global challenges in the food industry and calls for sustainable business models, food technology innovations are rising. So-called high-tech food is experiencing an unrestrained demand in society and politics while, correspondingly, the liquidity needs of young companies in the global high-tech food industry are growing. Access to capital via traditional sources…

24.11.2022

LIXX launches best-of crypto index with selected assets for BÖRSE ONLINE

Stock exchange magazine BÖRSE ONLINE acts as sponsor for a new index launched and administered by LIXX on the basis of selected crypto assets.

08.11.2022

Decrement indices – how they work and their advantages

Decrement indices have become increasingly popular as underlying assets for structured products since 2018. One of the reasons for their popularity was the low interest rate environment prevailing at the time, where issuers of structured products found it more difficult to develop attractive offerings. This led to the search for new underlying assets that promised to offer more…

19.10.2022

Interview: What does the Ethereum Merge mean for crypto asset holders?

The Ethereum blockchain is used by the majority of mainstream blockchain applications, including digital assets such as the digital Z Square securities, which were issued with the support of Chartered Investment. In September 2022, Ethereum finally released the much-anticipated “Ethereum 2.0” update to the crypto community that offers some significant advantages. David Eckner,…

20.09.2022

New certificate "Responsibly Sourced Gold" allows private investors access to sustainable gold for the first time

With a special certificate, VP Bank and Chartered Investment are creating a structured product solution so that investments can be made in gold that meets the highest environmental and social standards.

02.08.2022

Video trailer of the Chartered Investment BBQ 2022

This is a short video summary of our film team from our BBQ event in July 2022. The weather was perfect and many nice people met on our roof terrace! We also had exciting news about Instifolio - the new platform to make investment ideas visible and investable. With the best meat from the grill, great side dishes and delicious drinks, we had a great time together and are already…

16.03.2022

Chartered Opus issued a highly attractive bond to optimize production in East Kansas oil fields

Kansas Oil Income I: A structured investment product designed by Deter & Rasche Investment Consulting and issued by Chartered Opus enables investments in environmentally friendly oil and gas production technologies.

08.03.2022

LIXX launches Multi Asset Index focusing on inflation protection

With a start date of February 16, 2022, LIXX Index Innovation launched the “Multi Asset Inflation Protected Index” for a Swiss Fintech company, which tracks performance in eight categories over a period of six months each. This offers all investors the opportunity to protect themselves from the consequences of inflation by making targeted investments.

17.02.2022

EU taxonomy: The compass for ESG-compliant businesses and investment

The purpose of the EU Taxonomy Regulation, currently the subject of intense debate, is to provide businesses, financial market players, and investors with guidance that defines which investments are considered sustainable, describing more than 200 industries and economic sectors.

27.01.2022

LIXX launched an index of selected crypto assets for Swiss fintech company Leonteq

A new crypto index offered by Leonteq and launched by LIXX tracks the performance of leading cryptocurrencies and blockchain companies.

29.11.2021

Responsible investing: The state of ESG - Part 1

From the UN to the EU to authoritative business associations in Germany, organizations are addressing the principles of responsible investing. Increasingly, it is becoming apparent that demonstrating corporate ESG compliance is becoming the biggest challenge.

13.08.2021

nordIX, lend.ch, and Chartered Opus cooperate on investment in Swiss consumer loans

Launched in April of this year, the AIF nordIX European Consumer Credit fund will use the Opus securitization platform for investments in Swiss consumer loans. The loans are brokered by Zurich-based online lending platform lend.ch.

16.06.2021

Investing sustainably in the circular economy with BeneFaktorIndex® Recycling

The BeneFaktorIndex® Recycling only includes stocks of companies that are demonstrably pioneers in resource conservation, recycling, and waste avoidance. Via the associated BeneFaktorCertificate® Recycling, donations are automatically made to an environmental organization.

31.03.2021

Steering through the COVID-19 pandemic

Beginning of last year, we started updating our handbook in light of upgrading our regulatory license. Now, more than a year later, we must note that the section ‘pandemic risk’ is right to exist.