Infographic 09 · Asset Manager

From idea to ISIN

How a professional asset manager takes a strategy from concept to a live, tradeable security.

AMC Summit 2026
Section 6 — Oertle
01
Consultation
Strategy description, investor base, and an initial feasibility review.
02
Structure
Product type, SPV jurisdiction, and a tailored pricing model.
03
Documentation
Term sheet and management agreement signed.
04
Internal review
Risk assessment; escalates to the executive board for complex strategies.
05
ISIN & systems
Registered on Bloomberg, Telekurs, and the client portal.
06
Live
The AMC is trading and visible to investors.
Realistic timeframe
A matter of daysBest case
2–3 weeksRealistic target
Where the delays come from
The most common delays come from external factors — regulatory approvals and broker onboarding — that no issuer can accelerate.