The FlexPortfolio provides a simplified and cost-effective turnkey solution for portfolio managers who wish to launch their own actively managed strategy targeting non-U.S. end investors. The FlexPortfolio is an exchange-traded product constituting a practical alternative to the traditional funds structured in Luxembourg, Delaware, BVI, or Cayman.
Among the main advantages of the FlexPortfolio solution, we can mention the following:
- A considerably shorter time to market than traditional funds. The FlexPortfolio can be ready to trade in as few as 6 to 8 weeks. You could save more than half of the time necessary to set up your solution than other investment vehicles.
- Lower costs, as there is no setup fee, no fixed maintenance fee, or an exit fee. Pricing is based on the trading activity only; this is a big difference from other alternatives that usually carry considerable fixed costs of launching or maintaining the structure.
- The flexibility to directly manage a wide range of underlying assets that can be traded.
- Automated fund price calculation and distribution through Bloomberg and other worldwide leading prices such as Reuters, Six Financial, and the investor’s custodians.
- Enhanced distribution capabilities to global private banking, financial advisors, and broker-dealers.
- Reduced back–office and administrative costs.
In summary, our FlexPortfolio is a convenient turnkey solution that includes custodians and top-tier service providers to have you up and running with your Euroclearable and listed product efficiently and without having to manage providers independently.
So why pay more and struggle with other vehicles if not needed? Check out the FlexPorfolio solution with FlexFunds that can allow you to launch your fund at half of the cost and the time compared to other alternatives in the market.
Disclaimer.
Without limitation, this information sheet does not constitute an offer or a recommendation to enter into any business relationship or transaction. It does not constitute any type of financial or legal advice. When making a business relationship or investment decision, you should rely solely on any final documentation or any series documentation relating to the business relationship or transaction and not this summary. Investment strategies involve numerous risks. Entities should consult their own business, tax, legal and accounting advisors with respect to the products contemplated herein, and they should refrain from entering into a business relationship with us unless they have fully understood the associated risk and have independently determined that the arrangement is appropriate for them. Neither FlexFunds nor any of the Issuers it serves as arranger for are financial advisors or fiduciaries of the recipient hereof or of any end-investors. The referenced exchange trade products (“ETPs”) are issued by Irish domiciled companies established under Irish Law. The ETPs have not been registered under the United States Securities Act of 1933, as amended (the “Act”) or the securities laws of any of the States of the United States. The ETPs may not be offered or sold in the United States or to U.S. Persons (as defined by Regulation S promulgated under the Act) unless they are registered under the Act, or an exemption from the registration requirements of the Securities Act is available. The ETPs are subject to certain United States tax law requirements.
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