How is the FlexPortfolio a more efficient alternative to a traditional fund?

News & Insights - August 19, 2021

Alex Contreras explains how our investment vehicle FlexPortfolio compares to a traditional fund.

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.