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    Actively Managed Certificate

    Actively Managed Certificates are structured products issue by a luxembourg SPV.

    Usual structured products are pre-packaged market-linked investments which use derivatives to gain a specific type of exposure to an asset or basket of assets.

    AMCs differ as they can replicate an index provided by a third party advisor, or match an asset allocation linked to any type of asset, including shares, bonds, derivatives, currencies, investment funds, indices or other types of securities.

    They can also sometimes be linked with real estate, private equity, participations, future cash flows or intellectual property.

    They deliver payoffs which are directly linked to the underlying asset acquired by the securitisation SPV and tracks it in a way that facilitates customised risk-return objectives.

    Actively Managed Certificates are subject to the general rules for structured products, which are usually only distributed to professional investors. AMCs require a simplified memorandum or prospectus which set out the strategy’s basic parameters. These include:

    • The asset manager and the roles of related parties
    • Fees and compensation
    • Description of the strategy
    • Criteria for the selection of strategy components
    • Benchmarking to a relevant universe
    • Criteria for distributing income payments
    • Leverage applicable on the strategy
    • Details of where information on the strategy, including its composition and performance, can be accessed
    Securities Actively managed certificates flow chart

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