LYNK for Portfolio Managers
Discover how LYNK can help you kickstart your strategies and access investors worldwide
Portfolio Securitization
Securitize an Investment Strategy
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
CUSTODY/TRADING ACCOUNT
TRADE 1
TRADE 2
TRADE 3
INVESTOR 1
INVESTOR 2
INVESTOR 3
Investor has assets and executes trades in separate managed accounts.
Desired situation
CUSTODY/TRADING ACCOUNT
TRADE 1
CUSTODY ACCOUNT IS SECURITIZED
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 securitized into a euroclearable security with an ISIN allowing professional investors from multiple banking platforms to participate.