Investment Strategies

AMCs offer a flexible platform for packaging diverse investment strategies into bankable and tradeable instruments, tailored to meet evolving market demands.

Unlimited Strategy Flexibility with AMCs

AMCs offer unmatched flexibility for implementing a wide range of investment strategies. Unlike traditional collective investment schemes, AMCs can incorporate virtually any asset class, investment style, or market exposure while retaining the bankability, transparency, and regulatory efficiency of a Swiss ISIN-listed security.

For asset owners and portfolio managers, AMCs serve as a dynamic vehicle to structure sophisticated strategies into a tradeable format. These certificates can be easily held in custody accounts and listed on exchanges, making them highly accessible to investors.

For investors, AMCs provide professionally managed exposure to asset classes and strategies that may otherwise be difficult, costly, or operationally complex to access directly.

The AMC structure is both asset-agnostic and strategy-neutral, enabling seamless implementation of:

Traditional long-only equity strategies
Multi-asset and tactical allocation models
Alternative investments including hedge funds and private markets
Innovative approaches such as ESG, thematic, or digital asset strategies

Investment Strategy Categories

Explore the diverse range of strategies available through AMCs

Traditional and sophisticated equity approaches packaged as AMCs, including long-only portfolios, long/short strategies, sector-focused investments, and thematic equity plays across global markets.

  • Long-only equity portfolios
  • Long/short equity strategies
  • Sector-focused investments (technology, healthcare, energy)
  • Geographic equity strategies (emerging markets, regional)
  • Dividend and income-focused equity
For Asset Owners: Package your equity research and selection expertise into a tradeable security
For Investors: Access professional equity management with daily liquidity

Credit and bond strategies ranging from investment-grade corporate bonds to high-yield opportunities, sovereign debt, and structured credit products, all accessible through the AMC structure.

  • Corporate bond portfolios (investment grade, high yield)
  • Government and sovereign debt strategies
  • Credit opportunities and distressed debt
  • Structured credit and CLOs
  • Emerging market debt
For Asset Owners: Offer fixed income expertise in a regulated, transparent format
For Investors: Gain exposure to credit markets with professional selection and monitoring

Balanced and dynamic allocation strategies that combine equities, bonds, alternatives, and cash across market cycles. These strategies provide diversification and active risk management within a single AMC.

  • Balanced portfolios (60/40, custom allocations)
  • Risk parity strategies
  • Tactical asset allocation
  • Dynamic risk-managed portfolios
  • Target date and lifecycle strategies
For Asset Owners: Demonstrate allocation expertise across multiple asset classes
For Investors: Access complete portfolio solutions with professional rebalancing

Private markets and alternative investments including private equity, real estate, commodities, and infrastructure. AMCs make these typically illiquid assets accessible to qualified investors through a securities structure.

  • Private equity and venture capital exposure
  • Real estate investment strategies
  • Commodity strategies (gold, energy, agriculture)
  • Infrastructure investments
  • Private credit and direct lending
For Asset Owners: Securitize access to private market opportunities
For Investors: Gain exposure to alternatives without direct ownership complexity

Cryptocurrency, blockchain technology, and tokenized asset strategies. AMCs provide regulated access to digital assets for investors seeking exposure to this emerging asset class through a traditional securities framework.

  • Bitcoin and cryptocurrency portfolios
  • Blockchain technology equity strategies
  • DeFi (decentralized finance) exposure
  • Tokenized real-world assets
  • Digital asset infrastructure investments
For Asset Owners: Offer digital asset expertise in a regulated, bankable format
For Investors: Access digital assets through traditional custody and settlement

Investment approaches focused on long-term trends, sustainability, and specific themes. These strategies allow investors to align their portfolios with conviction views on future economic and social developments.

  • ESG and sustainable investing strategies
  • Technology and innovation themes
  • Healthcare and biotechnology
  • Clean energy and climate solutions
  • Demographic and consumer trends
For Asset Owners: Express thematic views in a focused investment product
For Investors: Align investments with personal values and long-term convictions

Why AMCs Are Ideal for Diverse Investment Strategies

The structural advantages that make AMCs perfect for any investment approach

AMCs are not constrained by the investment restrictions that apply to traditional funds. Asset owners can implement virtually any strategy, asset class, or approach without regulatory limitations on concentration, leverage, or holdings.

Unlike passive index products, AMCs are designed for active management. Portfolio managers can make real-time decisions, adjust allocations, and respond to market conditions without the constraints of fixed mandates or benchmark tracking requirements.

The AMC structure eliminates many of the operational and regulatory costs associated with traditional fund structures. This cost efficiency can be passed on to investors through lower fees while maintaining attractive economics for asset owners.

Launching a new investment strategy through an AMC is significantly faster than establishing a traditional fund. This allows asset owners to capitalize on market opportunities and investor demand without lengthy setup periods.

AMCs trade on regulated exchanges with daily pricing and transparent reporting. Investors benefit from clear visibility into performance and holdings, while asset owners demonstrate their strategy execution in real-time.

Once listed, AMCs provide daily liquidity through exchange trading. This makes sophisticated strategies accessible to qualified investors who might otherwise face lock-ups, redemption restrictions, or high minimum investments in traditional structures.

Ready to Explore Investment Strategies?

Whether you're an asset owner looking to package your strategy or an investor seeking access to sophisticated approaches, we can help.

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