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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.

NEW
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