How do incentives or rebates for financial advisors work, and how do they benefit me?
Rebates (upfront payments) and trailer fees (ongoing percentage of AUM) are common compensation mechanisms in fund distribution. They remunerate advisors for marketing the product, conducting due diligence and providing ongoing client service. From a manager’s perspective, offering competitive but transparent incentives helps motivate advisors to allocate client capital and maintain those positions over time. It […]
Does my client need to go through a separate onboarding or KYC process with LYNK?
No. Because the Notes are acquired like any other tradable security through your client’s existing brokerage account, KYC, AML, and sanctions screening are handled by your regulated broker or custodian as part of their normal account procedures.
What advantages do ETNs offer versus investing directly in offshore funds (costs, minimums, liquidity)?
Investing directly in an offshore fund often means meeting high minimum subscription amounts (sometimes millions of dollars), completing extensive KYC/AML paperwork and committing to multi-year lock-ups with redemption gates. An ETN linked to the same strategy packages the exposure into a tradable security. This reduces minimum investment sizes to levels suitable for advisors’ clients, because […]
How can I diversify clients’ portfolios with international products in a simple and regulated way?
Diversifying with international alternatives can be complicated when each country has distinct regulatory and tax regimes. By selecting vehicles that are already registered in recognized financial centers and carry a global ISIN, advisors can give clients exposure to strategies in different regions without having to open foreign accounts or repeat compliance checks. ETNs, for example, […]
How does my client actually purchase a Note?
Through their existing brokerage account. You provide your broker with the Note’s ISIN, and the transaction is settled broker-to-broker on a delivery-versus-payment (DVP) basis through international clearing systems such as Euroclear or Clearstream — no direct subscription to LYNK or to the issuer is required.
How often is the Note’s value (NAV) calculated, and where can I see it?
Valuation frequency is set for each series based on the liquidity of the underlying strategy — daily, weekly, or monthly are all common. NAVs are published through recognized financial information platforms, including Bloomberg.
Where can financial advisors find alternatives (private credit, real estate, hedge funds) in a single marketplace?
Advisors often face fragmented information when sourcing alternative investments. Specialized marketplaces now curate a range of private credit, real estate and hedge-fund strategies and present them in a single digital hub. These platforms provide comparable data (returns, risk metrics, fees), standardized due diligence packages and often allow advisors to subscribe directly through existing custodians. By […]
How can I discover boutique managers with differentiated strategies for sophisticated clients?
Finding niche managers requires more than a Google search. Curated platforms dedicated to alternatives vet managers for track record, operational infrastructure and regulatory compliance. Advisors can search these marketplaces by asset class, strategy style, geography and risk metrics. Many platforms also provide quantitative analytics (returns, volatility, drawdown), qualitative assessments (team background, investment process) and independent […]
Which digital solutions simplify the management, analytics and reporting of alternatives portfolios?
Managing a portfolio of alternative investments involves tracking cash flows, performance, risk metrics and compliance reporting across multiple vehicles. Digital platforms now integrate data from administrators, custodians and managers to provide consolidated dashboards. They offer analytics tools that calculate IRRs, volatility, correlations and stress-testing. Automated reporting capabilities produce client statements, regulatory filings and performance updates. […]
Which key metrics should I evaluate to measure risk and liquidity in structured products?
Structured products vary widely in their risk/return dynamics. A systematic framework helps advisors compare them: By evaluating these factors, advisors can compare structured products on a like-for-like basis and select those that align with client objectives.