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1st Annual Report

Asset Securitization Sector.
Financial Expectations for 2024.

Conclusions from portfolio management executives and investment experts from over 80 companies in 15 countries across LATAM, the U.S., and Europe on key trends in asset management for the next 12 months:
  • Will the 60/40 model remain relevant? Will the U.S. enter a recession?
  • Which collective investment vehicles will be most utilized?
  • What is the expected evolution of ETFs?
  • What factors should be considered when building a portfolio?, among others

MARKET INSIGHTS

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What is the report about?

This report is based on a survey conducted by FlexFunds with asset managers and investment experts about their short and medium-term market forecasts. It outlines the reasons why 2022 was a challenging year for both fixed income and equity and examines the macroeconomic factors that will influence the markets in the next 12 months.

It also analyzes whether collective investment vehicles will prevail over separate managed accounts or vice versa and what can be expected from the ETF industry.

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Key Benefits

This report provides valuable content for asset managers. By downloading it, you will have access to the following topics:

Key variables to consider in 2024

The report highlights the variables to consider in the coming months when constructing or rebalancing an investment portfolio.

Trends in macroeconomic variables

It emphasizes the need to closely monitor certain macroeconomic variables, specifically inflation, interest rates, unemployment, and the behavior of financial institutions.

Use of the 60/40 composition model

The report also analyzes the results of using the 60/40 composition model in 2022 and whether it can yield good results in the short and medium term.

Individual vs. collective management

By downloading the report, financial professionals can learn which will trend among portfolio managers and why.

Analysis of challenges in capital raising for managers

It discusses the issues the sector faces in convincing investors to contribute capital and how to address them.

Key tools for managers

The report mentions the investment tools that will be crucial for managers in the coming months.

Expert forecasts for the ETF industry

It provides insights into what managers think about this product and how they anticipate its future.

Some companies that participated

AFRA

Ameris

AV Securities

BBVA

CIX Capital

Credicorp Capital

Gletir Corredor de Bolsa

Inexco Advisors

Miura Capital

Participant Capital

A sneak peek of what
you'll find in the report

"There is a broad consensus in the markets that inflation will not reach the 2% target until 2025, fueling concerns of high interest rates in the coming quarters before a new bearish cycle begins."
"2022 was exceptionally challenging for both fixed income and equity [...]. This has highlighted the high vulnerability of companies with significant debt levels."
"The main environmental variables to consider in the coming months are inflation, interest rates to be monitored, unemployment, and the behavior of financial institutions, which generate some degree of distrust."
"The consensus is that portfolio managers will use a mixed model combining individual and collective management."
"Centralized account management, along with automatic calculation and outsourced NAV reporting, become relevant needs for portfolio managers."
"The ETF industry is simplifying investment strategies and remains a powerful management tool that will continue to grow in the future."
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We provide our services under the Global Note Programs through several entities that perform different activities. Among these entities are FlexFunds ETP LLC (“FlexFunds ETP”), which acts as Calculation Agent, and FlexFunds Ltd. (“FlexFunds Ltd”), which acts as the Arranger/Program Coordinator. Before making a decision to invest in the Global Note Programs, you should consider the following:

Independent entities. FlexFunds ETP and FlexFunds Ltd. are not managers of the special purpose vehicles, collectively (“the Issuers”), responsible for the issuance of Notes under the Global Note Programs (“the Notes”). The business and activities of each company are different, although all of them are interdependent and necessary for the Global Note Programs.
Coordinated Activities. FlexFunds ETP and FlexFunds Ltd act as coordinators of the different entities participating in the Global Note Programs (e.g. the Issuers, asset managers, investment vehicles, issue and paying agent, auditor, trustee and legal counsel of each). However, each of the entities is responsible for its own duties and activities in the process.
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.

© 2022 FlexFunds – 1221 Brickell Ave., Suite 750. Miami, Fl 33131, USA – + 1 305 420 6168

FlexDual Portfolio Details

Dual Custody: Securitizes a strategy with listed assets in a Bank of New York Mellon & 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 Mellon 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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