for Portfolio Managers


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Series Portfolio Repack

Definition

Repack an investment strategy or portfolio traded in a custody account


Clients

Portfolio Managers, RIAs and Family Offices

Advantages

Repack 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

Portfolio Repack Diagram How it Works

Quick case study

How to increase AUM, revenue and efficiency?

Current
situation

Investors have separate managed accounts

Desired
situation

Repack investment strategies and dedicate your time to new investors and managing products. Grow your business increasing investor base and track record

Current situation

INVESTOR

TRADE 1

TRADE 2

TRADE 3

INVESTOR 1

INVESTOR 2

INVESTOR 3

Investor has assets and executes trades in separate managed accounts

Desired situation

INVESTOR

TRADE 1

REPACK PROGRAM

INVESTOR 1

INVESTOR 2

INVESTOR 3

Investment strategy trades are centralized and performance net of fees is reflected on all investors accounts

The investment strategy custody account is repacked into a euroclearable security with an ISIN allowing professional investors from multiple banking platforms to participate

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