Swiss Portfolio Management

USE CASE 1

Actively Managed Certificate on (Non-)Bankable Assets

Overview

Rationale

Actively Managed Certificates (AMC) are securities, which can hold a wide range of assets – from listed and not listed company stocks, bonds, alternative funds or derivatives to digital assets- that are managed through a discretionary investment strategies managed by the product manager on behalf of the Issuer (TPB Issuer). Investors participate in the performance of the underlying assets. Product managers benefit through management, performance or other fees.

Product Inspirations

Model Portfolio

Signature or thematic investment portfolios of equities, bonds and alternative investments for different investor profiles.

Unique Assets

Securitize and enable fractionalized “ownership” in a actively managed collection of artwork, musical instrument or jewelry. 

Unique Investment Strategies

Algorithmic investment strategies (e.g., behavioral analysis or high frequency) for crypto or stocks.

USE CASE 1

Example

SVBS1 Disruptive Tech AMC ​

ISIN: CH0587418390

This AMC aims to provide investors with direct exposure to a curated portfolio of high-growth tech start-ups with attractive, long-term returns and low correlation to other asset classes.

 

SVBS 1’s diversified, high-yield and risk-dynamic portfolio provides investors with access to the value creation of 21st century general-purpose technologies such as Artificial Intelligence (AI), Internet of Everything (IoE) and Blockchain.

 

The portfolio is curated by experienced investment professionals, venture capitalists, analysts and the Silicon Valley Blockchain Society (SVBS) network.

 

USE CASE 1

Institutional Setup

  • Product Sponsor, Product Manager and Product Distributor can all be different counter-parties or one counter-party
  • The inapplicable fees are to be set to zero

what makes us different

Why Choose Us?

Swiss Portfolio Management AG is a Swiss-based private financial intermediary regulated by Polyreg, a FINMA-recognized self-regulatory organization. We are a financial investment manager for the future economy, offering securitization platforms for traditional and innovative assets.

Discover The Difference

Discover the difference of working with a portfolio asset management firm that is entirely focused on your financial well-being. At Swiss Portfolio Management AG, we combine expertise, personalized strategies, and unwavering dedication to help you achieve your financial goals and secure your financial legacy. Contact us today to learn how we can serve you.