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The market for Actively Managed Certificates (AMCs) has seen tremendous growth in recent years, reaching a trillion Swiss francs in assets globally. A major driving factor is that AMCs hold the same benefits of classic investment funds but with the added flexibility offered by structured products – fast issuance, minimal costs and low asset requirements.

Julius Baer has taken a significant step forward by enabling true active management of AMCs with the launch of EPIC (Electronic Platform for Investment Certificates). Developed with vestr AG, EPIC provides asset managers the ability to manage their Julius Baer certificates on one interactive platform, as well as:

  • Gain full oversight of all AMCs via the dashboard
  • Receive instant feedback on title selection, orders, and trade executions
  • Perform rebalancings with a choice of 1 million traded instruments
  • Customise reports on the composition and performance of the AMCs

Julius Baer has been issuing AMCs for over ten years and, at the last count, has over 164 outstanding AMCs. This strong track record, coupled with full lifecycle management, allows us to deliver exceptional benefits to Intermediaries. EPIC has enhanced our offering in a meaningful way by giving asset managers instant access, increased flexibility and greater control over their investment strategies.

With clients at the heart of all we do, we will continue to strengthen the platform with their valuable feedback as well as create other innovative solutions.

Now we invite you to watch the EPIC introduction video.

EPIC

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Julius Baer Structured Products Legal Disclaimer Switzerland

Please read the following terms of use and legal information carefully.

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  1. In General
    1. Agreement

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The Terms are subject to change at any time without notice and access to, and use of the Site may be restricted or terminated at any time.

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    Access to data under the section "Structured Products" is designated exclusively for visitors to the site with domicile in Switzerland. Access to the section "Structured Products" is prohibited for visitors to the site from other countries, and these users must exit the website.

    Data under the section "Structured Products" serve as information only and constitute neither a solicitation nor invitation of an offer. Any buy or sell offer is provided only with the complete documentation, which particularly points out the risks associated with these financial products and can be obtained from Bank Julius Baer & Co. Ltd. (tel. +41 (0) 58 888 81 81, Structured Products Team, Hohlstrasse 604/606, 8010 Zurich). Investors are urged to read this documentation carefully since they provide the conditions under which an investor can invest in the product. Please note that conversations conducted on our trading telephone can be recorded. Structured products do not represent participation in a collective investment and are thus not subject to supervisory authority by the Swiss Financial Market Supervisory Authority (FINMA). Investors are therefore not protected under the Swiss Federal Act on Collective Capital Investments (CCIA) and are thus exposed to issuer risk.

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