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[GUIDE] ETPs: Key factors to optimize investment portfolios

Authored by FlexFunds
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  • ETPs offer multiple benefits for asset managers.
  • Discover how ETPs can transform your financial strategy and help you build more efficient, diversified, and global portfolios.

Optimizing an investment portfolio is one of the most complex tasks asset managers face. The selection of assets, their weighting, and risk control require flexible and efficient tools. This is where ETPs (exchange-traded products) make a difference.

In the guide ETPs: Key factors to optimize investment portfolios, we detail exactly what these financial instruments are and why they are so important for asset managers.

As a preview, you should know that ETPs:

  • Turn an investment strategy into a globally accessible vehicle.
  • Can be structured on a wide range of assets.
  • Facilitate the grouping of various assets into a single portfolio.
  • Have a fast and cost-efficient creation and issuance process.
  • Provide liquidity to specific assets, such as real estate.
  • And much more.
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Why download this guide?

Our guide offers a clear explanation of what ETPs are, how they work, and why they are gaining ground in the most sophisticated investment portfolios. 

It will also help you define portfolio objectives based on your risk tolerance, time horizon, and financial goals.

Additionally, you’ll learn to compare ETPs with other vehicles such as mutual funds or certificates, and to understand the key criteria every manager should consider before investing.

What will you find in the guide?

In our guide, you’ll also discover:

  • Why, before including ETPs, you must analyze the client’s risk, return, and time horizon to define portfolio objectives.
  • What the different types of ETPs are, the characteristics of issuers, and how to evaluate costs.
  • How ETPs compare to other popular investment vehicles such as mutual funds and bank fixed deposits.

Download our full guide to gain a deep understanding of portfolio optimization through ETPs. Don’t waste time!

Disclaimer:

The purpose of content of the above article, blog, or post is only informational, and it is not intended to provide any sort of investment advice, as an offer of solicitation to buy, sell, or hold, or as recommendation, endorsement of any security, investment, fund and / or company. The content and information provided in the above article, blog, or post does not constitute financial, trading, or investment advice of any type. Neither FlexFunds ETP nor FlexFunds Ltd. is a U.S. registered broker-dealer, or an investment adviser registered with the U.S. Securities and Exchange Commission. Our entities do not raise capital for clients or the Issuers. We do not solicit any specific products, nor offer investment advice or make investment recommendations, nor do we offer tax, legal, financial advice or otherwise. Perform your own due diligence and consult a financial advisor prior to making any investment decision.

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Securitizes a strategy with listed assets in a Bank of New York or Interactive Broker custodian account

Applications

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Welcome to FlexFunds

We provide our services under the Global Note Programs through several entities that perform different activities. Among these entities are FlexFunds ETP LLC which acts as Calculation Agent, and FlexFunds Ltd, which acts as the Program Coordinator. Before making a decision to invest in the Global Note Programs, you should consider the following:

  1. Independent entities. FlexFunds ETP and FlexFunds Ltd. are not managers of the special purpose vehicles, collectively, responsible for the issuance of Notes under the Global Note Programs.
  2. Coordinated Activities. FlexFunds ETP and FlexFunds Ltd act as coordinators of the different entities participating in the Global Note Programs. However, each of the entities is responsible for its own duties and activities in the process.
  3. Not Broker-Dealer or Investment Adviser. Neither FlexFunds ETP nor FlexFunds Ltd. is a U.S. registered broker-dealer or an investment adviser registered with the U.S. Securities and Exchange Commission. Our entities do not raise capital for clients or the Issuers. We do not solicit any specific products, nor offer investment advice or make investment recommendations, nor do we offer tax, legal, financial advice or otherwise.

FlexFunds ETP may collect data about your computer or device, including, where available, your IP address, operating system and browser type, for system administration and other similar purposes.

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Welcome to FlexFunds

We provide our services under the Global Note Programs through several entities that perform different activities. Among these entities are FlexFunds ETP LLC which acts as Calculation Agent, and FlexFunds Ltd, which acts as the Program Coordinator. Before making a decision to invest in the Global Note Programs, you should consider the following:

1. Independent entities.FlexFunds ETP and FlexFunds Ltd. are not managers of the special purpose vehicles, collectively, responsible for the issuance of Notes under the Global Note Programs.

2. Coordinated Activities.FlexFunds ETP and FlexFunds Ltd act as coordinators of the different entities participating in the Global Note Programs. However, each of the entities is responsible for its own duties and activities in the process.

3. Not Broker-Dealer or Investment Adviser.Neither FlexFunds ETP nor FlexFunds Ltd. is a U.S. registered broker-dealer or an investment adviser registered with the U.S. Securities and Exchange Commission. Our entities do not raise capital for clients or the Issuers. We do not solicit any specific products, nor offer investment advice or make investment recommendations, nor do we offer tax, legal, financial advice or otherwise.

FlexFunds ETP may collect data about your computer or device, including, where available, your IP address, operating system and browser type, for system administration and other similar purposes.