Product Structuring

The structuring services of AF Advisors cover the full product cycle - from product strategy and concept development to the introduction of new products, liquidations and product mergers.

AF Advisors helps its clients to develop, launch and maintain investment solutions in all asset classes and in a variety of legal structures (e.g. Luxembourg UCITS, structured notes, local funds, managed accounts, investment pools) and a range of product domiciles. We have experience with European, US, Middle Eastern, South American to Asian domiciled investment products and investment platforms.

AF Advisors has developed a unique Product Structuring Framework to help our clients select the appropriate investment structure. The Product Structuring Framework takes into account issues such as governance, legal & fiscal aspects, operational costs and complexity, client requirements and fit with investment strategy.

Maintaining an efficient product range may also mean merging, migrating or liquidating products. AF-Advisors has extensive experience in advising and assisting our clients with the implementation of product mergers (domestic as well as cross-border) and liquidations.

Credentials

  • Over 350 investment vehicles launched
  • Experience in 10 domiciles
  • Experience with various fiscal and legal structures

Managed Account Structuring

There is a strong trend towards institutionalization of hedge fund investments and as a consequence the usage of managed accounts (MAC).

Clients no longer accept the lack of transparency, the limited control over assets and the dependency on hedge fund managers. AF Advisors can assist financial institutions and institutional clients to address these concerns by designing and implementing the right managed account structure for hedge fund investments.

AF Advisors is an expert on managed account structures and has a depth of experience in setting up managed accounts and onboarding of hedge fund managers. We have designed and implemented dedicated managed account platforms for multiple institutional investors in both the US and Europe.

Credentials

  • Dedicated managed account structures set up in value over $3 billion
  • Executed managed account provider selections

Alternative Investment Structuring

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Many asset owners assess the added value of alternative asset class, such as mortgages and non-listed bonds. AF Advisors has advised clients on setting-up vehicles for investment in such asset classes.

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Credentials

  • Designed and launched several direct mortgage investment structures
  • Designed and launched a direct loan investment structure