Creating and Managing Actively Managed Certificates

This guide outlines the process for creating and managing Actively Managed Certificates (AMCs) using Swissquote's platform in collaboration with GenTwo Pro technology. It details a comprehensive five-step process that asset managers can follow to develop AMCs tailored to their investment strategies. The first step involves defining a clear investment strategy, which includes asset allocation and risk management. The second step focuses on defining product parameters and generating a term sheet, with the SPV handling legal structuring. The third step allows for the immediate issuance of an International Securities Identification Number (ISIN) for subscription. The fourth step covers offering the product to investors, ensuring it is professionally managed. Finally, the fifth step emphasizes the ease of administering and monitoring AMCs post-issuance. The document also highlights the extensive range of asset classes available on the Swissquote platform, including equities, bonds, and cryptocurrencies, enabling asset managers to expand their offerings efficiently.