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.

Ready to move forward ?

Contact us and our specialists
will help you get started