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FlexFunds Academy

FlexFunds Academy is a specialized and informative space on asset securitization, exchange-traded products (ETPs), and investment vehicles, mainly aimed at private funds, portfolio managers, real estate funds, and hedge funds as well as advisors, family offices, and financial institutions.

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What’s the latest?

How can you benefit from asset securitization?

FlexFunds Academy - May 27, 2025

How can you benefit from asset securitization?

Asset securitization enhances capital raising and global distribution by converting diverse asset classes into cost-efficient investment vehicles.

IconBlog 70
FlexFunds Academy - Oct 31, 2025
[GUIDE] Implementation of the Securitization of Structured Note Portfolios
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IconBlog 53
FlexFunds Academy - Oct 30, 2025
What are liquid assets and why are they at the core of modern investment strategies?
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IconBlog 27
FlexFunds Academy - Sep 26, 2025
[GUIDE] Alternative Investments: Key insights to strengthen portfolio diversification
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Articles

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IconBlog 27
FlexFunds Academy - Aug 31, 2025
[GUIDE] ETPs: Key factors to optimize investment portfolios
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IconBlog 84
FlexFunds Academy - Aug 28, 2025
What Is a REIT? Key Facts
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FlexFunds Academy - Aug 12, 2025
Understanding Investment Liquidity: Why It’s Crucial for Your Portfolio
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Videos

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How can you benefit from asset securitization?

FlexFunds Academy - May 27, 2025

How can you benefit from asset securitization?

Asset securitization enhances capital raising and global distribution by converting diverse asset classes into cost-efficient investment vehicles.

Why you should securitize a custody account at Interactive Brokers?

FlexFunds Academy - Mar 09, 2023

Why you should securitize a custody account at Interactive Brokers?

Securitizing a custodial account at Interactive Brokers boosts investor management efficiency and enables global distribution for investment strategies.

How do we enhance asset management for Registered Investment Advisors?

FlexFunds Academy - Mar 09, 2023

How do we enhance asset management for Registered Investment Advisors?

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FlexFunds Academy - Oct 07, 2025
2nd Annual Report | Assets Securitization Sector 2024-2025
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FlexFunds Academy - Sep 23, 2025
Alternative Investments: Key insights to strengthen portfolio diversification
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<span data-metadata=""><span data-buffer="">There’s more to learn

Complete the form and learn more with FlexFunds.

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III Annual Report

Asset Securitization Sector
2025 - 2026

Download the report and access the key trends shaping the future of asset securitization, according to over 100 managers and industry experts.

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FlexDual Portfolio Details

Dual Custody: Securitizes a strategy with listed assets in a Bank of New York & Interactive Brokers accounts

Applications

  • Bankability: Global distribution of a strategy
  • Centralized managed account
  • Fund creation alternative
  • Custody of locally listed bonds
  • Design a mixed investment strategy of fixed income, equities, and derivatives

Advantages

  • Trading and custody platform with available leverage
  • Efficient subscription through Euroclear
  • Actively managed by a Portfolio Manager
  • No limitations on rebalancing or portfolio composition
  • Cost efficient
  • Flexibility in the choice of executing broker for underlying trades

FlexRegulated Portfolio Details

Securitizes a strategy with listed assets in an Interactive Brokers account targeting institutional and retail investors

Applications

  • Global distribution of a strategy
  • Centralized managed account
  • Regulated fund creation alternative

Advantages

  • Trading and custody platform with available leverage
  • European UCITs compliant
  • Market to institutional and retail investors
  • Actively managed by a Portfolio Manager
  • Market maker as part of the solution
  • Low value tickets
  • Cost efficient

FlexOpen Portfolio Details

Securitizes a strategy with listed assets in any custodian account

Applications

  • Global distribution of a strategy
  • Centralized managed account
  • Regulated fund creation alternative

Advantages

  • Manage portfolios from any major custodian
  • Introducing Broker Dealers maximize revenue from own trading fees structure
  • AUM remain on the introducer broker agreement
  • Efficient subscription through Euroclear
  • Actively managed by the Portfolio Manager
  • No limitations on rebalancing or portfolio composition
  • Cost efficient

FlexPortfolio Details

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

Applications

  • Global distribution of a strategy
  • Centralized managed account
  • Fund creation alternative
  • Custody of locally listed bonds

Advantages

  • Efficient subscription through Euroclear
  • Actively managed by a Portfolio Manager
  • No limitations on rebalancing or portfolio composition
  • Cost efficient
  • Flexibility in the choice of executing broker for underlying trades
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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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Privacy Overview

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.