OPUS ALLOWS TO INVEST IN ATTRACTIVE FUNDING
TAKERS AND SOURCES OPTIONALITY WHERE IT
PRICES BEST

«Historically, structured products were issued by banks, which meant the investor who bought the structured product is automatically exposed to the credit risk of the issuing bank. The recent past has shown that banks can get into turmoil and that exposure to some banks can be risky».
  • Maximum choice of underlyings for the derivative part
  • Flexible payout profiles: Capital-protected products, reverse convertibles, and more
  • Great freedom in the choice of the reference debtor
  • Better diversification of issuer risk
  • Optimal return for the desired credit risk of the reference debtor

FACTS & FIGURES

  • 2,500+Underlyings
  • 15Payoffs
  • 5Asset classes
  • 8+Hedge counterparties
  • 20K+products issued
  • 5paying agents
  • 3regulated issuers
WHY CHARTERED INVESTMENT

UNLOCKING THE STRUCTURED PRODUCT VALUE CHAIN

Structured product platform – modular & open architecture. 

We enable you to generate funding, earn risk premiums, or distribution fees according to your preferences without the need to engage and manage the entire value chain. Full flexibility in combining:

FUNDING
COMPONENT

  • Use your own funding, decide to engage a strategic partner, or mix and match
  • A range of debt instruments such as bonds, registered debentures, etc. can also be used, thereby allowing for balance sheet optimisation

OPTION
COMPONENTS

  • Provide your own options, engage third party option providers or mix and match
  • This open architecture also allows for a quick roll-out of new payoffs in reaction to market demand

DISTRIBUTION

  • Distribute via your own channels or engage external distributors
  • This can broaden the range of distribution countries and allow for a wider sales force

PLATFORM

  • Plug-and-play approach with pricing, trading and documentation-generation platforms
  • This modular approach also allows for adaptation to local markets and a quick substitution of partners

Your Benefits

01

Our Structured Products Platform

  • Capital-efficient: Off-balance-sheet issuance capability allows for RWA optimisation
  • Fully modular: Free combination of Funding / Option / Distribution Partner / Platform
  • Open architecture: Easy integration of Chartered systems with external systems
  • Flexible offering: Pick the Chartered Services according to your needs
02

Benefit From Our Expertise

  • Trusted partner  of major structured product players like Morgan Stanley, Vontobel and EFG
  • Largest securitization provider  by market share in Luxembourg
  • Wealth of financial & legal structuring expertise paired with a first-grade technology offering
03

Opus Issuer

  • Quick access to the structured product market via established issuer with approved base prospectus
  • Full Plug & Trade enabled via deritrade
  • Off-balance-sheet option
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.

  • CERTIFICATES
  • 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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We Are a Founding Member of Europe's DLT Network

Regulated Layer One

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Ready to get Started?

Let's discuss how Chartered Investment 
can support your next project.

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