Individualised indices and benchmarks in accordance with the EU Benchmark Regulation now allow for the implementation of bespoke investment strategies. “Partnering with a BaFin-regulated benchmark administrator, we are able to set up and securitise highly individual investment ideas for asset managers, family offices and financial advisors”, says Daniel Knoblach, General Manager of Super Global GmbH.
For the first time, this allows strategies from stocks, bonds, or even currencies to be implemented, across asset classes. „Especially in light of current market uncertainties, many asset managers are taking the opportunity to deploy their own, sometimes alternative, strategies and make them accessible to their clients,“ says Knoblach. „It is irrelevant in these cases whether the provider of the idea is regulated or unregulated.“ By using a regulated index, products derived from it are also regulatory transparent.
„The indices are compiled by the clients and reflect their investment ideas,“ says Knoblach. „These indices become investable by issuing a certificate or a fund based on them.“ This can be done either by AMC funds established under Luxembourg law, Actively Managed Certificates, or alternatively, a German AIF, Alternative Investment Funds, „Both vehicles can be brought to market very quickly if you have the necessary expertise,“ says Knoblach.
Free and non-binding
The compilation of indices presents significant opportunities, primarily due to the increasing availability of data. „The digitalisation of markets has opened up entirely new avenues here,“ says Knoblach. „Considerably more data is now available, which allows for the implementation of quantitatively oriented strategies based on clear criteria, without the need to build up one's own stock or bond-picking expertise.“
This also enables enormous speed in the issuance of these index-based products. „Our technology allows us to create indices, perform any backtests and analyse the results in minutes,“ says Knoblach. „This allows strategies to be developed that are tailored to specific market phases or sectors – or that also take into account factors such as fundamental data and ESG criteria.“
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