Automated Discretionary Portfolio Management with Tokenized Assets
Use Cases
About
Description
Key Stakeholders:
Portfolio Manager
Investors
Fund Managers
Interoperability Providers
Tokenization Platforms
Story:
Portfolio manager creates investor portfolio linked to model portfolio
Investor deposits cash on-chain
System automatically computes trades to align to model
Orders routed across chains via interoperability infrastructure
Fund managers execute orders on respective chains
Trades settle on-chain, portfolio aligns with model
Preconditions:
Portfolio manager offers discretionary management using model portfolios
Traditional and alternative funds are tokenized on blockchain
Interoperability infrastructure connects blockchains
Investors have blockchain wallets
Postconditions:
Investor portfolios automatically created and rebalanced based on models
Fund subscriptions/redemptions executed and settled on-chain across assets
Key Benefits:
Automated, low-touch portfolio management
Inclusion of alternative investments in discretionary portfolios
Investable universe expanded across chains
Near-instant order execution and settlement
Reduced operational steps and friction
Example Solution Provider:
Onyx, JP Morgan
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