In a world full of financial sophistication, investment instruments may appear similar, but they often hide very different realities. At Nautic Invest, we believe that an informed investor doesn’t just ask about returns — they want to understand what’s behind each vehicle, how it’s structured, what it costs, and what risks they are assuming.

Understand Before You Invest: Nautic Invest’s Analytical Standard

In today’s investment landscape, the market is saturated with packaged products: mutual funds, ETFs, structured notes, and private deals — all promising tailored solutions. But do we really know what we’re buying?

At Nautic Invest, we help clients gain clarity around four essential areas:

1. Liquid and Alternative Instruments Explained Clearly

An ETF listed in New York is not the same as a Chilean private debt fund with a 4-year lock-up. One offers daily liquidity, daily pricing, and low fees; the other may be structured with multiple layers of complexity, limited liquidity, and higher costs. Understanding these differences helps investors make conscious decisions and avoid surprises.

2. What to Look for in a Fund

It’s not just about performance. Key questions to ask:

  • TER (Total Expense Ratio): What’s the real cost of this fund?

  • Liquidity: Can I exit when I want?

  • Entry tranches: Are there preferred share classes with better terms?

  • Lock-ups: What exit restrictions are in place?

3. How to Read a Fact Sheet Without Getting Lost

A fact sheet is not a marketing brochure. Key indicators must be interpreted properly:

  • Benchmark analysis

  • Duration and interest rate sensitivity

  • % of liquid assets

  • Flow history (do managers invest in their own fund?)

These elements are key to identifying whether the product fits your investor profile.

4. The True Meaning of Open Architecture

At Nautic Invest, we don’t offer in-house products. We operate with an open architecture model, allowing us to recommend the best funds and ETFs from both global and local managers. This eliminates conflicts of interest and puts the client at the center of the investment process.

Investing Is Easy. Truly Understanding What You’re Buying Is Not Always.

At Nautic Invest, we guide clients through structures, risks, and restrictions so they can make better decisions — with transparency and professional judgment.