Actively Managed Certificates (AMCs) are becoming increasingly popular
Given that they represent flexible and cost-efficient investment vehicles, it is no wonder that AMCs are emerging as a product of choice for launching investment strategies.
As an asset manager, you need scalable, efficient solutions for managing clients’ wealth. If you launch your own investment strategy, you would be able to reach larger numbers of clients with the one Actively Managed Certificate (AMC).
In a nutshell: What exactly is an AMC? © Video: Vontobel.
Actively Managed Certificates—what are they?
AMCs are Tracker Certificates which allow investors to participate in the performance of the underlying index designed by the index sponsor. An AMC is a structured product. It tracks the underlying index, which is managed on a discretionary basis by the index sponsor—enabling active management of a chosen investment strategy.
As an investment manager, or index sponsor, you tailor the solution to your clients by selecting index components from a broad range of asset classes available—according to the investment strategy defined at the start of the process. You make any adjustments to the index composition, as and when you deem necessary (rebalancing).
Index universe modularity
1 Structured products issued by Vontobel and third-party issuers
Learn more about AMCs in this video with our experts:
Webinar with our Structured Solutions & Investment Specialists Cyril Bollier and Michael Haupt. © Video: Vontobel.
AMC vs. Funds
For one reason or another, fund structures are often not an investment option: high levels of minimum investment, regulatory limitations, high set-up costs, lack of flexibility and protracted time-to-market, to name a few. In contrast, AMCs can be set up in weeks; plus, they are issued with ISIN numbers making them transferable. One further convincing argument for choosing these products is the flexibility which you have in tailoring design: you have a broad variety of possibilities available to you from which to select index components (see chart above).
AMC: >3 mn vs. Fund: >50 mn (in CHF)
Speed and convenience: Vontobel Index Management Tool
As index sponsor, you will be able to manage the AMC actively and efficiently using our intuitive web-based platform, with its broad variety of constituents and a real-time overview of your index, including calculations. The tool enables speedy adjustment of your index with just a few clicks.
So, you can concentrate on your core competency: designing and conducting discretionary management and monitoring investment strategies.
How well is your portfolio positioned for the current market environment? Get in touch with your advisor to discuss what investment opportunities may suit you.
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Wellness & Health
A growing industry, influenced by demographic changes, technology trends and many other developments. The expected growth of the industry is currently at 5–10% p.a.