Who is this for
WHAT WE OFFER
Your idea; our infrastructure.
Whether it's a note, index, fund, ETF, or token - It's built, run, and combined under one roof to meet your needs and those of your clients.
ACTIVELY MANAGED
PRODUCTS
Static or Dynamic Portfolios of Financial Assets
Underlyings: Liquid and illiquid financial instruments, ranging from single underlyings to portfolios of financial assets
STRUCTURED
PRODUCTS
Packaging of Derivatives and Funding Components
Underlyings: Equities, Structured Rates, Structured Credits, Indices, Mutual Funds
REAL-WORLD ASSET
PRODUCTS
Turning Private Market Assets into Financial Products
Underlyings: Private Equity, Private Debt, Real Estate, Infrastructure, Receivables and other debt instruments
TOKENIZATION
Tokenize your Ideas or Strategy
INDEXING
Create an institutional-grade index and track your performance
WE ENABLE GROWTH
LOCAL EXPERTS
We are experts in local solutions, offering full access to the CHARTERED INVESTMENT platform universe.
TAP INTO OUR ECOSYSTEM
ACCESS THE FUTURE OF CAPITAL MARKETS
Chartered Investment enables financial institutions to access and operate within next-generation capital markets. Our platforms provide the tools to structure, issue, tokenize and benchmark financial products – across jurisdictions, asset classes and formats. We solve fragmentation, regulatory friction and legacy system constraints.
END-TO-END
ASSET SECURITIZATION
Opus is a modular, bank-independent issuance platform developed by Chartered Investment. It enables the issuance of bonds or certificates in traditional or tokenized format. It digitises the entire product lifecycle – from structuring and documentation to listing and post-trade events. Opus integrates with legacy systems and modern APIs, reducing operational complexity and enabling scalable product deployment.
UNIQUE SELLING POINTS (USPs)
- Modular bank-independent issuance platform (including calculation engine, reporting and tokenizing capabilities)
- Deep financial engineering experience (across structured products, actively managed products, and real-world assets)
- High degree of flexibility in underlying assets
- End-to-end lifecycle (from documentation and product set-up to settlement and issue resolution)
- Proven regulatory set-up for private placements and public offerings
- Strong network in traditional finance and Web3
- Tested processes and procedures based on 10+ years of experience and regulatory best practice from the fund world
- AI Operating Model
PROOF POINTS
- Awarded FuE (R&D) innovation label by the German Federal Ministry of Education and Research
- Over EUR 15bn securitized over the platform’s lifetime, from highly automated transactions to complex stand-alone solutions
- In-house capabilities across all parts of the lifecycle, supported by our proprietary platform and dedicated teams
- Supports DE, CH, XS, and US ISINs for global market access
- Public offering capability in Switzerland and the EU, including MiFID-compliant manufacturer processes
- Unregulated and CSSF-regulated securitization vehicles
INSTITUTIONAL-
GRADE INDEX
ENGINEERING
LIXX designs and operates benchmarks and thematic indices for traditional and digital markets. It supports transparent methodologies, real-time data, and actively managed strategies, serving as a foundation for portfolio construction, performance analytics, and product creation.
UNIQUE SELLING POINTS (USPs)
- Intra-group issuing capabilities for structured products and funds, ensuring a short time to market
- Index Solutions spans the full product lifecycle, from idea testing to ETF launch
- Supports EU CTB and PAB climate benchmarks, enabling sustainable and climate‑aligned index solutions
- Multi‑asset and thematic calculation engine enabling Smart Beta, Crypto, ESG, and AI indices
- Modular approach connecting calculation engines, data providers, and selection methodologies
- Indices disseminated via Bloomberg, Refinitiv, and Deutsche Börse
PROOF POINTS
- First BaFin-approved EU Benchmark Administrator since 2018, ensuring regulatory credibility and BMR/IOSCO compliance
- Used by ETF issuers, asset managers, and banks for white‑label and custom index solutions, confirming institutional trust
- Has acted as a calculation agent for global investment banks since 2020
- Launched Smart Beta, Defence, Crypto, ESG, and AI index series from 2019 to 2024, demonstrating continuous innovation
- Data sources provide access to 50,000 underlyings and over 100 digital assets
TURN YOUR
INVESTMENT
IDEAS INTO ACTION
Instifolio is the digital marketplace where asset managers share their investment ideas and trading strategies. Built on an index-based approach, it enables the creation of indices to track, backtest, and market strategies. These indices can then be seamlessly transformed into investment products such as certificates, funds, or ETFs, giving investors the option either to follow an Instifolio directly or access it through an Instifolio-linked product.
UNIQUE SELLING POINTS (USPs)
- Open digital marketplace for institutional strategies
- Index-first transparency
- Multi-wrapper transformability
- Unlimited distribution, supporting both investors in identifying investment strategies and strategy managers in creating and publishing them
- Transparent access to professionally managed investment strategies
- Managers from multiple jurisdictions
Through Chartered Investment’s Digital Platform:
- New indices launched within minutes
- Strategy testing without investing, including corporate actions processing
- White-label reporting and fact sheet creation
- Strategies across all major asset classes
- Issuance, fund, and structured product capabilities
- Access to large network of reference account custodians and depositaries
- Sophisticated calculation engine
- Proprietary tools for creation, management and distribution
- Integrated AI Assistant functionality
PROOF POINTS
- Multiple issuers use Instifolios as underlyings with over EUR 3bn in assets under management
- More than 500 strategies from over 100 global managers live on the platform
- Indices can be launched within minutes through Instifolio's automated calculation engine
- Full backtesting, including corporate actions, ensures transparent strategy validation
- Strategies can be wrapped into certificates, funds, ETFs, or tokenized products from a single index
TOKENIZATION
IN REGULATED
ENVIRONMENTS
e-Sec tokenizes financial instruments in line with regulatory standards. Debt, equity, and fund instruments can be seamlessly deployed on blockchain infrastructure, enabling secure and compliant digital representation. It connects issuance processes with custody, settlement, and compliance systems. e-Sec supports cross-platform deployment, secure asset handling, and integration into institutional infrastructure.
UNIQUE SELLING POINTS (USPs)
- BaFin-regulated crypto securities registrar
- End-to-end tokenization
- Integration with custody and settlement
- Wallet-native distribution
- Blockchain pioneer
- Tokenization under German or Swiss law
- Chain and custody agnostic
- Member of RL1
PROOF POINTS
- Operates under the German Electronic Securities Act with a BaFin licence for crypto securities registry services
- Issuance of the first certificate using blockchain back in 2018
- Issuance of the first crypto security under the eWpG in 2021
- End-to-end tokenization platform covering smart contracts, issuance, registry and lifecycle management
- Founding Partner of the Association of Electronic Securities
- Active across Germany, Switzerland, Luxembourg and Singapore
TOMORROW-
READY FUND
SOLUTIONS
Opus PRIME is a fully regulated, white-label fund platform designed for asset managers, wealth managers, and bank-independent product providers. It enables clients to launch and manage their own investment funds without the need to establish a dedicated asset management company or internal infrastructure.
UNIQUE SELLING POINTS (USPs)
- BaFin-approved service asset management company
- UCITS, ETF, and AIF capability
- Digital and AI-enabled fund operations
- White-label fund creation
- Lifecycle fund support
- Benchmark index administrator as part of the group enabling index-linked funds
- Focus on tokenized fund shares
PROOF POINTS
- Supports UCITS, ETFs, actively managed index funds and AIFs from one platform
- Integrated into Chartered Investment Germany's AI-supported digital platform for fully digital fund operations
- More than 10,000 products managed across more than 1,000 compartments via Chartered Investment's digital tools
- Tokenized funds enabled by Chartered Investment's capability as the issuer of Germany's first crypto security
- Fully regulated white-label platform — no need for clients to build their own asset management company
Latest News
European blockchain initiative ‘Regulated Layer One’ goes live
Regulated Layer One (RL1), Europe's neutral, collaborative DLT network developed specifically for regulated financial markets, today announces the establishment of a European Cooperative Society (SCE) based in Luxembourg. RL1 will be led by Henning...
Ready to get Started?
Let's discuss how Chartered Investment
can support your next project.
Düsseldorf
08.09.2026
19°
