customized investment solutions Financial engineering Actively Managed Certificates
Customized portfolios across all asset classes
SILEX offers a comprehensive range of Actively Managed Certificates (AMC) and Indices, offering both thematic strategies based on expert convictions, as well as tailored strategies combining a unique set of associated services.
Indices are suited to a systematic approach allowing passive thematic management, created and developed by our team using rigorous and reliable processes.
IMPLEMENTATION
STEPS
- Financial engineering
AMCs offer a scalable, inexpensive and fast way to set up and invest in financial markets. They allow you to dynamically manage an investment strategy in an investment vehicle with an ISIN code, thus facilitating product management. Our structuring and legal engineering teams offer bespoke solutions and document them contractually for full legal certainty of your investments.
- Advice
AMCs offer a scalable, inexpensive and fast way to set up and invest in financial markets. They allow you to dynamically manage an investment strategy in an investment vehicle with an ISIN code, thus facilitating product management. Our structuring and legal engineering teams offer bespoke solutions and document them contractually for full legal certainty of your investments.
- Execution
AMCs offer a scalable, inexpensive and fast way to set up and invest in financial markets. They allow you to dynamically manage an investment strategy in an investment vehicle with an ISIN code, thus facilitating product management. Our structuring and legal engineering teams offer bespoke solutions and document them contractually for full legal certainty of your investments.
- Reporting
AMCs offer a scalable, inexpensive and fast way to set up and invest in financial markets. They allow you to dynamically manage an investment strategy in an investment vehicle with an ISIN code, thus facilitating product management. Our structuring and legal engineering teams offer bespoke solutions and document them contractually for full legal certainty of your investments.
AMCs offer a scalable, inexpensive and fast way to set up and invest in financial markets. They allow you to dynamically manage an investment strategy in an investment vehicle with an ISIN code, thus facilitating product management. Our structuring and legal engineering teams offer bespoke solutions and document them contractually for full legal certainty of your investments.
Our
Solutions
Zoom on Actively Managed Certificates (AMC)
- Cost efficient
- Possible credit risk mitigation
- One stop shop
- Cheaper and better time to target vs a fund
- Actively Managed Certificates (AMCs) are structured debt securities that replicate an underlying asset portfolio. They can be compared to synthetic ETFs.
- Historically developed for the equity asset class, AMCs now allow investing more widely across asset classes.
- The AMC is a tool of choice for thematic investment and a quick introduction of investment strategies.
Zoom on indices
- Open architecture
- External calculation agent
- ESG filters
- Liquid & transparent
Open-architecture and quantitative finance are fundamental components in our offering
- We have solid ties with index providers and issuers, able to choose the best provider combination for each project.
- We also focus specifically on ESG filtering and mechanisms thanks to a deep dataset.
- Indexes are transparent and liquid solutions. We use an external calculating agent and, if necessary, a second independent valuation to manage conflicts of interest appropriately. The index approach is the most effective way to handle passive thematic investments as well as in heavily regulated markets.
Zoom on Securitization Vehicles
01A SPV has no active shareholders, no employees nor operational activity.02Its legal status as a securitisation company allows it to guarantee its obligations by compartiment.03It is audited and controlled by one or more directors without any conflict of interest.SILEX offers AMCs issued by SPV on multi-asset and diversified underlying assets (equity, and bonds, funds and structured products).
