Assetization: Inside the Trillion-Dollar Investing Revolution 2nd Edition

For too long, the investment industry has operated as a seller’s market. Large institutions decided what products existed, what assets were investible, and what belonged in portfolios. Investors and their advisors had to settle for whatever appeared on the shelf.

The shift to a buyer’s market―where investors have unprecedented choice―is well underway. But assetization goes far beyond access. The real transformation is in who gets to create financial products.

Thanks to new technologies and the disaggregation of the financial product value chain, the tools for creating and issuing financial products are moving beyond the massive product factories of large banks. Independent advisors, wealth managers, and family offices can now build solutions that truly fit their clients instead of forcing clients into pre-packaged molds. This shift doesn’t just benefit investors with better products―it solves the margin squeeze facing many financial advisors and wealth managers, allowing them to differentiate, demonstrate their value, and strengthen their businesses.

Through the stories of three characters―Ada the investor, Barbara the independent advisor, and Clark the institutional wealth manager―Assetization traces the structural transformation of the investment industry across three waves, explains why it’s inevitable, quantifies the massive opportunity it represents, and provides real-world evidence from pioneers already reshaping the frontier.

Essential reading for:

• Investors ready to move beyond standard products and invest in their actual beliefs
• Independent advisors and wealth managers seeking to evolve from curator to creator
• Institutional wealth managers looking to future-proof their business models
• Financial professionals who want to understand the infrastructure transformation already underway

The revolution is happening. The question is whether you’ll be part of it.

‘ETFs cracked open the public markets. Assetization aims to crack open everything else.’
From the foreword by Jim Wiandt, Founder of ETF.com

The investment industry is democratizing, unlocking hundreds of trillions of dollars in value.

For generations, investors have been confined to whatever products large institutions chose to put on the shelf. Advisors and wealth managers have been stuck with a narrow toolset, unable to build truly custom solutions. Meanwhile, the majority of the world’s wealth―hundreds of trillions of dollars in private equity, infrastructure, real estate, and passion assets―sits outside the universe most portfolios can reach.

This is no longer good enough. And it’s finally changing.

In Assetization: Inside the Trillion-Dollar Investing Revolution, the team from the award-winning Swiss Fintech GenTwo reveal how the barriers to these opportunities are coming down. Thanks to the process they call “assetization,” investors will finally be able to build portfolios that reflect their actual beliefs, while financial advisors and wealth managers will evolve from curators of other people’s products into creators of their own unique solutions.

Written by practitioners who are building these tools, not theorists observing from the sidelines, this book provides the framework for understanding and participating in the investment revolution transforming finance right now.

www.assetizationbook.com