Solutions

Actively
Managed Certificates

Actively Managed Certificates (AMC) track the performance of a portfolio, allowing non-institutional advisors to manage a large pool of assets

Solutions

Actively Managed Certificates

Actively Managed Certificates (AMC) track the performance of a portfolio, allowing non-institutional advisors to manage a large pool of assets

Solutions

Actively Managed Certificates

Actively Managed Certificates (AMC) track the performance of a portfolio, allowing non-institutional advisors to manage a large pool of assets

Democratising portfolio management

AMCs are managed by a Portfolio Advisor, that manages the strategy of the product.

Unlike funds, AMCs are liquid products traded on exchanges, there is no minimum investment and they offer fiscal efficiency.

otala.markets offers the opportunity to non-institutional advisors to have a listed product that tracks their strategy. Unlike funds, AMCs are quick and easy to set up, and are liquid products that can be easily traded on the exchange.

Value proposition

Flexibility

The Portfolio Advisor can follow its own private strategy, making it easily investable to investors through the AMC

Liquidity

Differently from traditional funds, AMCs can be traded anytime during the day, with same-day cash settlement

Quick and easy to set up

Thanks to our simplified procedure, advisors can easily setup their AMC at a fraction of the cost of a fund

Tax Efficiency

Being in the form of Certificates, otala.markets products offer significant tax advantages in many jurisdictions

Actively
Managed Certificates

Actively Managed Certificates

Actively Managed Certificates

Democratising portfolio management

AMCs are managed by a Portfolio Advisor, that manages the strategy of the product.

Value proposition

Flexibility

Liquidity

Quick and easy to set up

Tax Efficiency

Our solutions

Structured Products

Securitisation

Digital Assets