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CAT Financial Products (CATFP), one of Switzerland's leading providers of structured products investment solutions, is expanding its client base with the listing of an ETP on the Swiss Exchange. In March, the company received authorisation from FINMA to operate as a securities firm.

The number of investors who take care of their assets themselves - so-called self-directed investors - is increasing every year. They are seeking new, simple and inexpensive solutions away from traditional offerings. CATFP is entering this segment with its new product and tapping into a new target group consiting of private investors.

"ETPs play an important role in our business strategy. We will focus on adding value through new and innovative investment solutions. The goal is to give private investors access to new markets, professional strategies and future themes and to make them tradable," Roman Przibylla, who is responsible for this branch of the company as Head Public Solutions, provides an outlook.

CATFP's ETPs are issued with SIX's innovative Triparty Collateral Management (TCM) collateralisation solution. SIX's TCM mechanism protects investors' security interests by reducing the issuer's default risk. The pledged collateral is held in custody at SIX SIS Ltd and SIX Repo Ltd, as collateral agent; it is responsible for the daily monitoring of the collateral.

David Schmid, Co-CEO and Head Markets, adds: "Issuer risk plays a decisive role for many investors when choosing the right investment product. TCM collateralisation significantly minimises this default risk and provides additional protection in times of economic and geopolitical uncertainty. That is why we have decided to issue our ETPs with this type of collateralisation. As a Swiss securities firm, we are committed to applying the highest standards. This makes us almost the only provider in the ETP segment."

The first listed investment product to be launched now, is an ETP on the Obermatt Swiss Pearls Index. This is a well-diversified and representative reflection of Swiss quality stocks listed on the Swiss stock exchange. The index was designed by Amasus Investment AG and is based on Obermatt AG's equity research. The selection and weighting of the 36 shares is based on fixed rules. The quality of a stock is determined by Obermatt's 360° view, a rule-based stock analysis. Twelve times a year, the strategy is updated using the Obermatt 360° view of Amasus, and at least once a year there is a rebalancing.

"Obermatt has been analysing the markets for more than 20 years. With the first ETP, we are now giving private investors the opportunity to invest in a strategy that was previously only available as part of asset management. In this way, we are connecting institutional investors with interested self-decision-makers in a simple way, giving them the opportunity to invest in their strategies easily and at low cost," adds Giuliano Glocker, Co-CEO and Head Sales.

Since 2012, CATFP has been building a reputation as an innovative provider of investment solutions for professional asset managers, banks and institutional investors. By obtaining authorisation as a securities firm from FINMA in 2023, the company is now also targeting private investors. They can now trade the Obermatt Swiss Pearls ETP (symbol: OMSP1) on SIX Swiss Exchange on each trading day. The management fee is 0.98% p.a.. Further information can be found at amc.catfp.ch.

About CAT Financial Products

CAT Financial Products AG is one of the leading Swiss providers of investment solutions in the structured products market. Since 2012, CAT Financial Products has been offering its services to professional asset managers, banks and institutional investors, using one of the most innovative technologies. The company received its securities firm licence from FINMA in 2023 and has been expanding its product, trading and service offerings ever since. For more information, please visit www.catfp.ch.

About Amasus Investment AG

Amasus Investment AG, an independent, owner-managed asset manager, is based in Zurich and is authorised by FINMA. Amasus offers a wide range of services in asset management, physical precious metal custody, safe deposit box rental as well as execution-only and family office.

About Obermatt

Obermatt AG, headquartered in Zurich, is known for its innovative equity analysis and valuation of over 6,500 companies in democracies worldwide. With their unique 360° view methodology based on facts, they offer investors and institutions valuable insights into the quality of Swiss equities. The Institute's regularly published rankings and analyses are a valued source of information for investors focused on the equity market.

Contact

Roman Przibylla, Head Public Solutions
E-Mail: przibylla@catfp.ch Mobile : +41 79 471 55 89

Thomas Egger E-Mail : teg@te-communications.ch Mobile : +41 79 423 22 28