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.

Ready to move forward ?

Contact us and our specialists
will help you get started