LYNK for Managers with ESG Strategies
Discover how LYNK can help you kickstart your strategies and access investors worldwide
Subscription Feeder
Definition
Securitization of an ESG focused regulated product’s private shares
Clients
ESG Focused Regulated Products Managers
Advantages
Global distribution of your ESG strategy: Access investors in any banking platform immediately
Enable new clients to participate in your ESG strategy: Tailor entry requirements to a wider range of ESG investors
No additional administration or KYC/AML: onboard our issuer as your only client while investors buy the Notes directly from their accounts and obtain automated value updates
Transferability: allow the transfer of the Notes between investors, providing possible additional liquidity
LYNK-Access: Gain free membership to LYNK’s technology solution, that allows the issuance and maintenance of investment products. Generate track record and network with investors worldwide in a dedicated ESG chapter
How it Works
Quick case study
How can a ESG focused regulated investment product increase distribution?
How can ESG investors reach such products in an easier, cheaper and quicker way ?
Current
situation
Managers need to administer each investor distinctly and onboard the product on each banking platform separately.
Many investors find that accessing ESG strategies is complicated, expensive and time consuming.
Desired
situation
Access ESG investors globally and seamlessly without additional onboarding work for banks or investors.
Provide a diversified product offering tailored to a wider audience of ESG investors, that can now access your strategy through a Euroclearable security with a ISIN code.
Current situation
REGULATED ESG INVESTMENT STRATEGY
SUBSCRIPTION 1
SUBSCRIPTION 2
SUBSCRIPTION 3
ESG INVESTOR 1
ESG INVESTOR 2
ESG INVESTOR 3
Regulated ESG investment strategy needs to set up and administer trades separately
Desired situation
REGULATED ESG INVESTMENT STRATEGY
SUBSCRIPTION 1
LYNK ESGFEEDER
ESG INVESTOR 1
ESG INVESTOR 2
ESG INVESTOR 3
Securities Issuer subscribes to a regulated investment strategy and issues Notes for new investors to participate. The Notes track the performance of the underlying product.
The regulated investment strategy has the Securities Issuer as just another investor. All other investors pass through the Notes, which are transferable, allowing additional liquidity
Portfolio Securitization
Definition
Securitize an investment strategy or portfolio traded in a custody account
Clients
Portfolio Managers, RIAs and Family Offices
Advantages
Securitize an investment strategy: Launch a product specific to an investor or market need at any AUM entry level and start building track record
Create efficiencies: Reach operational and cost benefits by managing accounts and strategies in a centralized manner and through a complete turnkey solution
Timing and price: Create investment strategies at a fraction of the time and cost allowing the launch and growth of multiple products
How it Works
Quick case study
How to increase AUM, revenue and efficiency?
Current
situation
Investors have separate managed accounts
Desired
situation
Securitize investment strategies and dedicate your time to new investors and managing products. Grow your business increasing investor base and track record
Current situation
INVESTOR
PORTFOLIO
PORTFOLIO
PORTFOLIO
US BANK
SWISS BANK
LOCAL BANK
Investor has investments in multiple accounts
Desired situation
INVESTOR
PORTFOLIO
CUSTODY ACCOUNT IS SECURITIZED
US BANK
SWISS BANK
LOCAL BANK
Investment strategy trades are centralized and performance net of fees is reflected on all investors accounts.
The investment strategy custody account is securitized into a euroclearable security with an ISIN allowing professional investors from multiple banking platforms to participate.