EXCHANGE TRADED NOTES (ETNs)
ETNs are globally traded securities that enable asset managers to efficiently securitize investment strategies, simplifying distribution. These structured instruments provide direct access to international markets, optimize regulatory compliance, reduce operational complexity, and accelerate market entry.
SMA SOLUTION
The SMA solution transforms investment strategies into Euroclearable securities with a global ISIN, enabling cost-efficient structuring, streamlined regulatory compliance, and global distribution to non-retail investors. By securitizing portfolios held in custody or trading accounts, asset managers can accelerate time-to-market, reduce administrative complexity, minimize costs, and scale distribution across the capital markets ecosystem—all without redundant KYC/AML requirements.
FEEDER SOLUTION
The Feeder solution simplifies access to global investment opportunities by enabling the immediate purchase of regulated funds through Euroclearable notes with a global ISIN. These notes mirror the underlying fund’s performance and are listed with Bloomberg, enhancing visibility among wealth managers and financial advisors. Our platform manages issuance, maintenance, reporting, and real-time analytics, helping asset managers expand distribution while building a verifiable track record and optimizing rebate and trailer structures.
Turkey
Solution
Reduce administrative burdens with a fully structured, compliant solution that simplifies regulatory requirements. This allows managers to focus on strategy rather than operational complexities, with no additional KYC/AML requirements.
Cost-Effective
& Scalable
Minimize upfront costs and ongoing expenses through a low-fee structure and efficient operational framework, enabling managers to scale without excessive overhead.
Expanded Market
Access & Track Record
Gain visibility among wealth managers and their financial advisors through a Vienna Stock Exchange–listed investment vehicle, expanding distribution capabilities while building a verifiable track record.
How an SMA works:
Note: The Issuer opens a custody/trading account for the Portfolio Manager to implement his strategy and collects cash proceeds through the sale of Euroclearable securities with an ISIN in the form of notes.
LYNK PLUS+
An exclusive suite of services available only to our ETN clients. Designed to empower distribution efforts by enhancing visibility among relevant wealth management firms, these services provide asset managers with additional tools to expand their network, optimize engagement, and simplify post-trade maintenance. Through LYNK plus+, we further support the growth and success of our clients’ ETN distribution efforts. Please fill up the form below to request more information.
LYNK PORT
For Asset Managers
Lynk•Port provides asset managers with a centralized platform to present, explain, and distribute their ETNs to wealth managers, including broker-dealers, family offices, and private banks.
Lynk•Port simplifies engagement with the buy side by automating the delivery of performance data, fact sheets, and other relevant materials. This enables asset managers to maintain control of their messaging, increase visibility among wealth managers, and support consistent, data-driven distribution.
For Wealth Management Firms
For wealth management firms, Lynk•Port serves as a closed, customizable environment to manage and control which investment strategies are accessible to their financial advisors.
Firms can curate offerings, monitor advisor activity, and oversee the administration of rebates and trailer fees. The platform also consolidates reporting and accounting processes, providing the tools needed to manage advisor engagement and maintain compliance across selected strategies.