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Turn your investment ideas into action

Mission

THE BEST IDEAS

Make institutional trading ideas and strategies accessible and transparent to third parties worldwide.

TRANSPARENT AND MEASURABLE

Review of individual transactions and portfolio components. Standardized and scalable to your own risk appetite and thus controlled success.

WITHOUT LIMITATIONS
No ties to a custodian bank or a trading venue/exchange. Individually applicable.

NEW VIDEO

Anytime. Anywhere.

Make your investment ideas and strategies visible & investable on INSTIFOLIO

What We
Offer

INSTIFOLIO is the digital marketplace where Asset Managers share their investment ideas and trading strategies. We make them accessible and investable for investors

We have over 500 Instifolios from more than 100 global investment managers on our platform

Our Instifolio offering ranges from

Highly liquid, alternative investments to crypto assets
 

Long-only to long-short strategies
 

Unleveraged to leveraged investment strategies

Investors can either follow our Instifolios or we can issue Instifolio linked products to allow investors to participate in your performance.

We can utilize our own issuance platform OPUS or one of our partner Investment Banks. Some structures can also be wrapped as an ETF.

Your
Benefits

FOR ASSET MANAGERS

  • Expand your business by using Instifolio
  • Validate and share the success of your startegy and their historical performance before trading any security
  • Unlimited replication of your implemented strategies
  • Easy and fast product creation
  • Increase your distribution power and expand your existing network
  • We are adding new and exciting features such as the ESG layers including EU Climate Transition Benchmark and Paris-Aligned Benchmark. We also calculate the ESG Scores.
  • Tokenise your investment product fast & simple with our token factory  (E-Sec)

FOR INVESTORS

  • Wide choice of different investment strategies in one place
  • Convenient investing in transparent trading strategies
  • Easy use of Instifolios to track trading signals
  • Clever mapping of an instifolio in the context of direct indexing

Convert your ideas and strategies into tradeable, manageable & investable products.

Opus now offers even more:

The new
Instifolio
Tracker-Family

... more to come

Chartered has more to offer

Structuring, management and index computation

more info

Production and issuance platform for securitization

more info

Blockchain Technology for Securities

more info