Your investment platform of choice
Turn your investment ideas into action
Mission
THE BEST IDEAS
The best portfolio managers share their ideas and strategies.
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.
VIDEO
Instifolio is the digital platform for asset managers and wealth managers that makes institutional trading strategies accessible and transparent to third parties worldwide. Together with our partner issuers, asset managers can launch an investment product using a direct indexing approach and thus make their Instifolio trading strategies investable.
Anytime. Anywhere.
Make your investment ideas and strategies visible & investable at your fingertips.
 | YOUR BENEFITS |  |
 |
SUCCESSFUL STRATEGIES
Presentation of the performance of trading strategies and their historical performance.
SIMPLE USE
Participation in successful strategies by licensing the related indices and certificates.
SCALABILITY
Multiply your strategies at your fingertips.
TRADABLE PRODUCTS
Creation and marketing of certificates based on the presented trading strategies.
DISTRIBUTION
Increase your distribution power and expand your existing network.
Convert your ideas and strategies into tradeable, manageable & investable products.
What we offer
Now you can actively manage your investment strategies with our state-of-the-art digital platform INSTIFOLIO.
 | FOR ASSET MANAGERS |  |
 |
Easy & fast implementation
of your ideas into Live-investment strategies
Strong support
in the implementation of your Instifolio through an Instifolio tracker
Transparent monitoring
of the status of your product launch
Intelligent rebalancing
of your underlying assets
Powerful creation
of your reports and factsheets
Unlimited replication
of your implemented strategies
| YOUR PORTAL | |
|
DISCOVERY
Explore interesting investment strategies from top experts.
CREATION
Create a new product with a few clicks, simple & easy.
MONITORING
Monitor all your products in one place.
REBALANCING
Rebalance your underlying asset. Singe or multi orders available. Choose your own broker(s).
REPORTING
Our powerful reporting module gives a wide range of possibilities to create your reporting.
WHITE LABELING
Use our portal in your own corporate look & feel.
| 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
| Our concept | |
|
MARKETPLACE
- Innovative trading ideas and strategies meet on our platform.
- Assert Managers/Financial Advisors can publish their investment strategies on the platform.
- Investors have access to top professional managers.
INDEX
- We cater for high bespoke and simple index concepts alike giving you upmost flexibility.
- Rebalancilg orders can be done as "Single Advise" but also as "Multi Advise" by using our Excel upload feature.
- We have a team of index experts helping you realise your index concept and offering you the full spectrum of services from consultation, and implementation to index life cycle management and maintenance.
Invest
- Strategies published on the Instifolio platform can be packaged into investment products. This creates index certificates that can be scaled as desired as an alternative to actively managed certificates (AMC) with the same maintenance effort regardless of the number of certificates invested in.
- If asset managers, in consultation with their investors, have a corresponding need, our partner issuers will take over this task.
Publish - License - Invest
