Solutions for Investment Management

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The Process

Design your Strategy
Design Your Strategy

Select the solution that best fits your strategy

Complete the Term Sheet
Complete Term Sheet

Set the terms and request an issuance Date

Setup
Program Setup

FlexFunds works with its service providers to complete the set up process

Launch your Strategy
Launch Your Strategy

On the issuance date, Investors participate through Euroclear

Our Solutions

Exchange traded products provide a simple and low cost solution for investment management and distribution. The underlying assets are distributed to investors through a Euroclearable listed security in all investment platforms.

FlexFunds FlexIB Portfolio
Flex
IB Portfolio
Securitizes a portfolio of publicly traded assets through an Interactive Brokers account
Assets
  • Equity, bonds, options
  • Funds and listed products
  • Local securities
Applications
  • Custodial solution, fund creation
  • Account consolidation
  • Global distribution of securities
Advantages
  • Custody platform with available leverage
  • Efficient Subscription through Euroclear
  • Actively Managed by Portfolio Manager
FlexFunds FlexFeeder
Flex Feeder
Securitizes a private participation of an existing hedge fund
Assets
  • Hedge Funds
  • Feeder Funds
  • Liquid Private Funds
Applications
  • Feed to existing funds or feeder funds
  • Raise capital through private banks and broker dealers worldwide
  • Reach investors globally
Advantages
  • ISIN / CUSIP through Euroclear
  • Global Access
  • Reduced Administrative Procedures
  • Facilitates Capital Raising
FlexFunds FlexPortfolio
Flex Portfolio
Securitizes a portfolio of publicly traded assets
Assets
  • Equity, bonds, options
  • Funds and listed products
  • Local securities
Applications
  • Custodial solution, fund creation
  • Account consolidation
  • Global distribution of securities
Advantages
  • Custody platform with available leverage
  • Efficient Subscription through Euroclear
  • Actively Managed by Portfolio Manager
FlexFunds FlexPrivateProgram
Flex Private Program
Creates an exclusive issuer for a client
Assets
  • Private Shares
  • Real Estate
  • Hedge Fund and Private Equity
  • Loan Agreements
  • Private Debt
  • Letters of Credit
Applications
  • Feeder Funds
  • Offshore fund alternative
  • Debt Capital Raising
  • Feeder Loans
Exclusive Advantages
  • ISIN / CUSIP through Euroclear
  • Reduced Administrative Procedure
  • Custom payment terms
  • Series naming rights

Want to learn more?

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