AMC Service / ERIYA X
From investment idea to
investable product
Individual investment strategies cannot always be replicated using existing funds or ETFs. Actively Managed Certificates (AMCs) make it possible to manage bespoke investment strategies efficiently and actively within a single security.
ERIYA supports you every step of the way, from the initial investment idea through to structuring and issuer selection, right through to the ongoing investment process, monitoring and reporting.
Your strategy. One product.
AMC Service / ERIYA X
From investment idea to
investable product
Individual investment strategies cannot always be replicated using existing funds or ETFs. Actively Managed Certificates (AMCs) make it possible to manage bespoke investment strategies efficiently and actively within a single security.
ERIYA supports you every step of the way, from the initial investment idea through to structuring and issuer selection, right through to the ongoing investment process, monitoring and reporting.
Your strategy. One product.
What is an AMC?
An Actively Managed Certificate – or AMC for short – is an actively managed investment basket within a single security.
Rather than purchasing various shares, bonds or other investments individually, the investor invests in a certificate that reflects a defined investment strategy.
The key difference compared to a static investment basket is that the composition of the portfolio can be actively adjusted during its term. Positions can be added, reduced or replaced as market conditions, valuations or investment opportunities change.
This makes AMCs particularly suitable for implementing individual investment strategies, thematic investments and specialised satellite investments.
What is an AMC?
An Actively Managed Certificate – or AMC for short – is an actively managed investment basket within a single security.
Rather than purchasing various shares, bonds or other investments individually, the investor invests in a certificate that reflects a defined investment strategy.
The key difference compared to a static investment basket is that the composition of the portfolio can be actively adjusted during its term. Positions can be added, reduced or replaced as market conditions, valuations or investment opportunities change.
This makes AMCs particularly suitable for implementing individual investment strategies, thematic investments and specialised satellite investments.
Why AMCs?
Why ERIYA?
More than just AMC structuring
An AMC is, first and foremost, a product structure. However, the process behind it is crucial to its long-term success.
ERIYA combines the structuring and selection of suitable issuers with professional investment management, quantitative analysis and ongoing monitoring and reporting.
In this way, we support our clients not only during the launch of a product, but throughout the entire life cycle of the investment strategy.
01
Structuring & Issuer Selection
From the investment idea to the investable product.
- Tailor-made structuring in line with the strategy, investment universe and target group.
- Open architecture including the selection of suitable issuers and product structures.
- Efficient launch a bank-compliant and scalable investment solution.
02
Investment Process & ORBIS
The key differentiating factor in the equities sector.
- Systematic share selection featuring nine models from the Quality, Value and Risk ranges.
- Objective validation from investment ideas and a critical examination of potential biases.
- Additional level of analysis using machine learning, factsheets, rankings, as well as back-testing and stress testing.
- A practical approach with several years’ experience working within the professional investment process of a major asset manager.
03
Monitoring & Reporting
Transparency and control throughout the entire life cycle.
- Ongoing monitoring on the portfolio, its composition and performance.
- Efficient rebalancing and centralised implementation of investment decisions
- Transparent documentation and reporting to ensure a transparent investment process.
Flexible
product design
ERIYA supports the entire process.
01
Investment Idea
02
Strategy Definition
03
Structuring &
Issuer
04
Launch
05
Investment
Management
06
Monitoring &
Reporting
Your strategy. One product.
Would you like to launch your own investment strategy or implement an existing strategy efficiently through an AMC?
Together, we will develop a bespoke investment solution based on your investment idea.
Eriya
Schifflände 22
8001 CH Zurich
+41 43 544 11 90
info@eriya.ch