Blockchain in Asset Management

The Problem

Asset issuance today is a slow and complex process that involves multiple intermediaries. Legacy systems make institutions slow to react to ever-changing investor demands and increasingly stringent financial regulations.

The Solution

Codefi Assets streamlines the entire asset issuance and lifecycle management process. We offer the rapid, secure, and customizable issuance of digital assets, fully encoded and automated with investor rights and obligations, and also compliance attributes.

The digitization of both traditional securities and new financial instruments allows the monetization of a wider range of assets. Customizable issuance and rapid time-to-market allow issuers to match digital asset attributes directly with investor demands. These advancements, compounded with fractionalized ownership and reduced operational costs give rise to several game-changing benefits. Most prominently, it broadens access to a wider market of potential investors, increasing market size, and encouraging robust liquidity. It skyrockets secondary market opportunities, significantly reduces counterparty risk, raises the velocity of the funding process, and unlocks capital at lower costs.

Read about Mata Capital’s partnership with Codefi to tokenize three funds worth a total of  €350m→

The Problem

In order to subscribe to new funds or exchanges, investors must undergo tedious and repetitive know-your-customer (KYC) and anti-money-laundering (AML) onboarding processes. This creates poor investor experiences and often results in centralized entities controlling personal and business data, introducing vulnerabilities to cyber attack.

The Solution

Codefi Assets expedites KYC and AML operations by creating decentralized registries that enable investors to retain secure ownership of their data. After inputting information only once, investors can selectively share their data with regulators and other network participants. This streamlines onboarding processes, securing sensitive data, and reducing friction for investors and regulators. It enables investment funds to easily whitelist or blacklist based on individual criteria, and it reduces costs for issuers, brokers, banks, and insurance providers that require the same data.

The Problem

Upon issuance, investment firms traditionally rely on banks, brokers, and other intermediaries to distribute their products. This incurs middleman costs and promotes a removed relationship from investors, limiting a firm’s ability to manage the investor experience.

The Solution

Codefi Assets enables direct asset distribution on its digital asset marketplace. We connect issuers directly with investors and facilitate peer-to-peer markets, creating secondary market opportunities and promoting greater liquidity. We enable investment firms to take control over the entire asset management value chain, and eliminate transfer agent, asset servicing, and proxy administration fees in the process.

The Problem

Custodians currently rely on a number of sources to provide accurate security reference and fundamental asset reference data that aligns with changes from corporate actions and associated events. For this, custodians must pay premium fees and work to standardize information that is critical for almost every major system and process across the industry.

The Solution

Blockchain transforms the way digital asset data is collected, validated, updated and maintained, by providing a single source of truth that eliminates the need for data reconciliation. We supply trusted, machine-readable data sets that run mission critical processes and analytics. This streamlines data cleansing and utilization, reduces costs, and facilitates the experience of issuers, investors, custodians, and other stakeholders.