{"id":9366,"date":"2025-05-06T07:07:05","date_gmt":"2025-05-06T06:07:05","guid":{"rendered":"https:\/\/eriya.ch\/?page_id=9366"},"modified":"2026-09-21T15:03:22","modified_gmt":"2026-09-21T14:03:22","slug":"amc-service-eriya-x","status":"publish","type":"page","link":"https:\/\/eriya.ch\/en\/amc-service-eriya-x\/","title":{"rendered":"AMC Service \/ ERIYA X"},"content":{"rendered":"

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AMC Service \/ ERIYA X<\/span><\/h1>\n

From investment idea to<\/strong>
\ninvestable product<\/span> <\/strong><\/span>[\/vc_column_text][\/vc_column][vc_column width=”1\/2″ offset=”vc_hidden-sm vc_hidden-xs”][vc_column_text css=””]<\/p>\n

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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.<\/span><\/p>\n

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.<\/span><\/p>\n

Your strategy. One product.<\/strong><\/span><\/p>\n

 <\/p>\n<\/div>\n

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AMC Service \/ ERIYA X<\/span><\/h1>\n

From investment idea to<\/strong>
\ninvestable product<\/span> <\/strong><\/span>[\/vc_column_text][vc_column_text css=””]<\/p>\n

\n

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.<\/span><\/p>\n

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.<\/span><\/p>\n

Your strategy. One product.<\/strong><\/span><\/p>\n

 <\/p>\n<\/div>\n

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What is an AMC?<\/h2>\n
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An Actively Managed Certificate \u2013 or AMC for short \u2013 is an actively managed investment basket within a single security.<\/p>\n

Rather than purchasing various shares, bonds or other investments individually, the investor invests in a certificate that reflects a defined investment strategy.<\/p>\n

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.<\/p>\n

This makes AMCs particularly suitable for implementing individual investment strategies, thematic investments and specialised satellite investments.<\/p>\n<\/div>\n

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What is an AMC?<\/h2>\n
\n

An Actively Managed Certificate \u2013 or AMC for short \u2013 is an actively managed investment basket within a single security.<\/p>\n

Rather than purchasing various shares, bonds or other investments individually, the investor invests in a certificate that reflects a defined investment strategy.<\/p>\n

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.<\/p>\n

This makes AMCs particularly suitable for implementing individual investment strategies, thematic investments and specialised satellite investments.<\/p>\n<\/div>\n

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Why AMCs?<\/h2>\n

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Personalised<\/h3><\/div>
Tailor-made investment strategies and freely definable investment universes.<\/div> <\/div> <\/div> [\/vc_column_inner][vc_column_inner width=”1\/2″]
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Active<\/h3><\/div>
<\/p>\n

Positions can be adjusted on an ongoing basis and portfolios can be systematically rebalanced.<\/p>\n

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Efficient<\/h3><\/div>
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An entire strategy is bundled within a single security.<\/p>\n

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Scalable<\/h3><\/div>
<\/p>\n

A centrally managed strategy can be made available to several investors.<\/p>\n

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Why ERIYA?<\/span><\/h1>\n

More than just AMC structuring<\/strong><\/span><\/p>\n

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An AMC is, first and foremost, a product structure. However, the process behind it is crucial to its long-term success.<\/span><\/p>\n

ERIYA combines the structuring and selection of suitable issuers with professional investment management, quantitative analysis and ongoing monitoring and reporting.<\/span><\/p>\n

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.<\/span><\/p>\n<\/div>\n

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01<\/span><\/p>\n

Structuring & Issuer Selection<\/h3>\n

From the investment idea to the investable product.<\/span><\/em><\/p>\n

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  • Tailor-made structuring<\/strong> in line with the strategy, investment universe and target group.<\/li>\n
  • Open architecture<\/strong> including the selection of suitable issuers and product structures.<\/li>\n
  • Efficient launch<\/strong> a bank-compliant and scalable investment solution.<\/li>\n<\/ul>\n

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    02<\/span><\/p>\n

    Investment Process & ORBIS<\/h3>\n

    The key differentiating factor in the equities sector.<\/span><\/em><\/p>\n

      \n
    • Systematic share selection<\/strong> featuring nine models from the Quality, Value and Risk ranges.<\/li>\n
    • Objective validation<\/strong> from investment ideas and a critical examination of potential biases.<\/li>\n
    • Additional level of analysis<\/strong> using machine learning, factsheets, rankings, as well as back-testing and stress testing.<\/li>\n
    • A practical approach<\/strong> with several years\u2019 experience working within the professional investment process of a major asset manager.<\/li>\n<\/ul>\n

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      03<\/span><\/p>\n

      Monitoring & Reporting<\/h3>\n

      Transparency and control throughout the entire life cycle.<\/span><\/em><\/p>\n

        \n
      • Ongoing monitoring<\/strong> on the portfolio, its composition and performance.<\/li>\n
      • Efficient rebalancing<\/strong> and centralised implementation of investment decisions<\/li>\n
      • Transparent documentation<\/strong> and reporting to ensure a transparent investment process.<\/li>\n<\/ul>\n

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        Flexible
        \nproduct design<\/h2>\n

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        White labelling<\/h3><\/div>
        <\/p>\n

        Investment solutions can be offered under the company\u2019s own brand.<\/p>\n

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