Infographic 10 · Asset Manager

AMC or fund?

Below a certain scale, with the right client base, the question has a clear answer. Above it, the conversation becomes worth having.

AMC Summit 2026
Section 6 — Oertle
Recommended
AMC
Actively managed certificate
Fund
Regulated fund
Days to weeks
Time to market
Months
Low fixed cost base
Fixed cost
High
$1–2M seed
Min. launch size
Significantly higher
EAMs, family offices, HNW — not requiring a fund structure
Ideal client base
Institutional investors accustomed to Luxembourg structures
No FINMA approval, no audit, no ongoing supervision
Regulatory burden
Full regulatory overhead
The decision threshold
$100M AUM
Below $100M

With a client base not targeting institutional Luxembourg structures, the AMC is almost always the better answer.

Above $100M

With a specifically institutional distribution target, the fund conversation becomes worth having.

Most stayThe trajectory

Many managers launch an AMC as a proof-of-concept — to build a track record before migrating to a fund. In practice, most choose to stay: not because the threshold is hard to reach, but because they become genuinely comfortable with the AMC.