LIVE PRICING
Full transparency reflecting live market movements
BUILT FOR SPEED AND DESIGNED FOR SIMPLICITY
FLOW AMC BY CHARTERED INVESTMENT
Flow AMC enables regulated financial advisors to create and manage actively managed certificates through an intuitive digital workflow on the Chartered Investment Digital Platform. It offers a fast, cost-efficient route to market for standard AMC strategies, so you can focus on what matters most: managing your portfolio. Chartered Investment provides the structuring expertise, regulatory infrastructure, and operational backbone.
BENEFITS OF FLOW AMC
SOLID FRAMEWORK
Issued via audited, segregated Special Purpose Vehicles (SPVs) — no traditional issuer balance sheet credit risk
ALL-IN PRICE
Our Issuer fees are an all-in price (including third-party services, e.g. audit, paying agent). Details depend on the final configuration and will be displayed in the course of the set-up.
AUTOMATED
ONBOARDING
Digital setup and processing from day one
ESTABLISHED
EXECUTION PARTNERS
Choose your broker: Saxo Bank or Interactive Brokers
FAST TIME TO MARKET
Go live in as little as 5 business days*
*Subject to completed onboarding and applicable regulatory requirements.
FROM IDEA TO TRADEABLE STRATEGY
4 Simple Steps
Register:
Create an account on the Chartered Investment Digital Platform.
Define Your Strategy:
Specify the underlying asset, markets, and parameters of your AMC strategy.
Issuance and ISIN:
Chartered Investment handles structuring, documentation, and account opening.
Go Live and Scale:
Our AMC is live and custody-ready — ready for investor distribution, custody integration, and portfolio allocation. Track performance in real time and scale as assets grow.
10 years of spv-based flow amc’s
How it works?
INDEX-BASED
BY DESIGN
Every Flow AMC is index-based: your strategy is set up as an index, and that index is the underlying of the note. You manage the index, and the note tracks performance. It is simple for investors and transparent for everyone.
ISSUED BY OUR
TRUSTED SPV SETUP
Opus up-and-running issuance platform. Every strategy is ring-fenced in its own audited Compartment. Assets are segregated, with no cross-contamination between compartments. Customized setups on request.
TRUST IN NUMBERSEurope's leading independent
Europe's leading independent
securitization infrastructure
20,000+
Transactions and
index solutions
15+ billion
USD in securitized
assets
200+
Stock exchange
listings
Since 2013
Experience and
track record
The announcement reflects a broader trend towards modular investment infrastructure, where asset managers increasingly seek flexible operating. Through its introducing broker model, Chartered Investment combines product infrastructure, brokerage connectivity and digital workflows within a single operating environment, enabling investment managers to bring strategies to market more efficiently while retaining flexibility over how they trade and manage assets.
"Quote by Henrik Alsøe, Global Head of Saxo Institutional, Saxo Bank."
Creating and managing an Actively Managed Certificate involves more than issuing a security. It requires structuring expertise, regulatory infrastructure, operational processes and long-term lifecycle management — Chartered Investment provides all of this.
"Quote by Interactive Brokers"
Ready to turn your strategy
into an FLOW AMC?
Flow AMC is available only to regulated financial advisors and asset managers,
subject to local regulatory requirements and investor eligibility.
Sign up now for free on the Chartered Investment Digital Platform and launch your
first AMC strategy.
Contact us today!
