Case Study - 30.08.2018

INVESTMENT PORTFOLIO - Active Managed Certificate

GENTWO offers the most flexible, fast and secure solution.


Many banks offer actively managed certificates (AMCs). However, asset managers with an individual investment strategy are severally restricted with these offers. This was also the case for a client of our sales partner who was looking for an extremely flexible solution for the securitisation of his funds selected worldwide for best performance.
After checking all the alternatives, he decided on the GENTWO arrangement which is independent of any bank. Within a week we had packaged the funds into a tailored AMC in accordance with the strategy specified to us by the strategic adviser. For an administration fee of 0.20 percent (20 bps), in other words about a third of that of other issuers, we now support the product, check the inflows and outflows and conduct a daily evaluation.
In contrast to the solutions offered by conventional issuers, the specifically set up issue vehicle permits full inspection at any time of the portfolio with which it is possible to respond to exchange rate movements in the shortest possible time. The custodian and broker can also be selected in a flexible manner and this permits the setup of the best solution for the specific application.

Overall then, the GENTWO solution was impressive with its maximum flexibility, considerable cost savings and last but not least the elimination of the issuer’s risk with a bank.

Active Managed Certificate (AMC) Case Study


Gamze what is so important about this particular project?
Gamze: “Creating flexible, best priced and segregated AMCs (Active Managed Certificates) for Asset Managers is extremely important for asset managers and the financial sector. There are several conventional providers in the market, but none of them can do what we can do for our clients. In our setup, the clients can decide who the best custodian and broker is for each strategy in each certificate. If he wants to setup up with his regular bank, a representable name or a cost-effective online broker is his free choice. All his choice!“

Why did the asset manager choose the GENTWO solution over existing offerings?
Gamze: “In this case, we created an offering for the asset manager. Allowing to choose their custodian and brokerage setup freely; no conventional issuer allows that. Our clients get a segregated issuance vehicle that can issue as many different strategies as they wish for their clients without issuer risk in very little time and for a fraction of the cost. We give our client full control over fees and complete transparency.

“For our client, we create the most flexible offering and product to invest and perform in bankable (and non-bankable) assets."



Share this article
Follow GENTWO





Passion Investing service-img
20.03.2019
How to become a chocolate investor

Invest in what you love. We’ll explain how easy it is to turn your passion into a conventional financial product that can be implemented in your portfolio. Today’s example: chocolate.

Learn More
Know-how service-img
21.02.2019
How to launch your own idea

Who has the best idea? Not necessarily the one with the strongest brand and greatest market power. Let’s make more expertise accessible. We'll explain you how – and present you a powerful tool that asset managers can use effectively.

Learn More
Media Release service-img
01.11.2018
Schweizer Broker lanciert Plattform für Strukturierte Produkte

Der auf Strukturierte Produkte spezialisierte Broker CAT Financial Products hat eigenen Angaben zufolge eine Weltpremiere lanciert. Dabei hat ein Zürcher Fintech wesentlich mitgeholfen.

Learn More
Media Release service-img
30.10.2018
Worlds first multi-asset AMC Platform
(powered by GENTWO)

CAT Financial Products launches first multi-asset platform for Actively Managed Certificates (AMCs)

Learn More
News service-img
15.10.2018
P2P LENDING: Innovative Debt Financing Solution

GENTWO offers the most flexible & transparent solution for the distribution of P2P-loan linked notes.

Learn More
News service-img
26.09.2018
ART INVESTMENT - Portfolio Implementation

It is also a store of value. It is just a shame that this asset class does not play a role when it comes classic asset allocation.

Learn More
Back to top of page

Back to blogs overview

Latest Posts

Insights service-img
22.05.2019
GENTWO democratizing the structured product issuance

GenTwo is opening access to the market for non-bankable asset securitization for smaller players both on the demand and supply side. Till now, due to, inter alia, tremendous costs, this option has not been available. This article was written by Jolanta Ursprung and published in German language. It appeared on investrends.ch on the 16th of May 2019.

Learn More
Media Release service-img
16.05.2019
Lykke’s utility tokens go traditional with GENTWO

Zurich, May 16, 2019 – innovation made in Switzerland: two innovative financial solution providers have joined forces. Blockchain-based digital asset exchange Lykke and “new generation” securitization specialist GENTWO have made Lykke’s utility tokens investible and bankable through a conventional Swiss-compliant tracker certificate complete with Swiss ISIN.

Learn More
Know-how service-img
10.05.2019
Alternative universe: inside the growing demand for alts

Between the return of volatility and the pause in rate hikes from central banks, navigating traditional equity and bond markets has proved a tricky task. Here’s an interesting article from Citywire Switzerland about alternative investing and what investors are up to.

Learn More
Media Release service-img
07.05.2019
Make-it GmbH launches structured products on cryptocurrencies

Bouchs, April 16, 2019 - The certificate on cryptocurrencies is aimed at qualified investors seeking passive income in the world of cryptocurrencies. Make-it GmbH, a young Swiss crypto asset management company, offering structured products to qualified investors, has launched its first certificate.

Learn More

We’ll make you an innovator.

Your tailor-made issuance solution for financial products (Swiss ISIN)
Securitization of All Assets

Be part of our agenda 2019!