Week 20: Active Managed Certificates with Carat Solutions

Active managed Certificates (AMC's) continuous its advance. The swiss strucured products association (SSPA) implemented standard rules to ensure the highest level of quality in the rapidly growing market. An AMC is perfectly suited to follow investment strategies for discretionary mandates. In contrast to an usual certificate the consultant/manager/index sponsor takes an active role.

In comparison to the traditional, classical fund structures AMC's offer much advantages:
 

• more efficient cost structures
• uncomplicated launching
• less legal restrictions
• high transparancy
• high flexibility

The investment spectrum* is diverse and therefore allows the implementation/realization of all possible strategies:
 

• Funds (ETF´s, ETC´s, ETN´s)
• Structured Products
• Forwards
• Futures
• Shares
• Bonds
• Cash

* the possible use of financial instruments / costs / sizes are different among the issuers. We identify the best issuers for your personal needs. 

Carat Solutions supports you in all phases from the AMC-Setup up to the sececondary market trading and act as an advisor. For AMC's with the possibility to use structured products from different issuers we ensure best conditions for our clients for every product.  
Our partnerships with the best issuers (Swiss-Europe-Global) guarantees you a needs oriented, tailor made structure. Our independence ensures you the most cost effective solutions.