Club Sibos Q1 2019 | Page 13

ASSET TOKENISATION “There are a lot of assets that are not very tradable and not very liquid, because by their nature they are ‘old world’ assets.” MARGARET HARWOOD-JONES, STANDARD CHARTERED beta launch of the platform. The multi-mil- lion dollar piece attracted over 800 sign-ups within weeks and the auction raised USD1.7m for 31.5% of the artwork at a valuation of USD5.6 million. Maecenas tokenised the Warhol work by converting it into tamper-proof digital certif- icates or “fractions” based on the Ethereum network. Buyers then purchased fractions of 14 Small Electric Chairs with Bitcoin, Ether or the ART token, a cryptocurrency created for Maecenas. Tokenisation is not confined to these non-traditional assets either, with equities, bonds and commodities also primed for this feasible system of the future. “The numerous benefits for tokenising assets on distributed ledger technology are generally speeding-up transaction times, improving transparency, streamlining busi- ness processes, and reducing costs,” explains Michael Tae, corporate vice-president, corpo- rate strategy, Broadridge Financial Solutions. “But specifically for institutional investors, I would break down the benefits into three key areas. First, investors gain significant opera- tional efficiencies into the markets across the trading and post-trade lifecycle of the secu- rities industry. Secondly, increased portfolio liquidity and velocity of alternative assets via improvements in areas such as collateral management. And lastly, from the creation of new avenues for capital generation.” But unlike the Warhol example, in the case where you have tokenised an existing trad- Club @ Sibos able asset such as an equity or bond, how do you settle in a fiat currency across multiple markets and time zones? “On the one side you have a token for the digital asset,” explains Tom Zeeb, chief executive exchange services, SIX. “If you digitalise the fiat currency, create a token out of sterling or euros or Swiss francs or dollars by segregating the underlying currency in a CB account, then you can settle real time, instantly, without having a liquidity gap and you can also go across time zones.” This is similar to the broad principle underpinning depositary receipts, the difference being that the account holding the fiat currency is under the control of the central bank and the resulting tokens would be used purely for settlement purposes and not tradable in their own right. Tokenisation is also being used to raise capital as an alternative to a costly and com- plex initial public offering (IPO). With initial coin offerings (ICOs) coming under scrutiny from regulators and feeling less familiar to traditional investors, suddenly security token offerings (STOs) have become the latest rev- elation born out of the cryptocurrency world. Unlike ICOs, these security offerings are tied to something with intrinsic value, something easy to explain to an institutional investor, and also a regulator. Like their ICO counter- part, it’s still a process of producing a token through a public offering to enable funding, but more akin to the real world of purchasing a share as it is backed by a ‘real-world’ asset while it can also carry voting rights, decision making, or even dividends. “STOs hit that sweet spot in the middle, they make the market more efficient and it means there are fewer middle men,” explains Hirander Misra, chief executive of GMEX. “You’re creating asset packages with different STOs: think of it as an ETF backed by assets, you create a NAV on the fund on the value of those assets that are underlying. Equity-re- lated STOs are one component, the other is gold, the other is stablecoins. Based on high-risk, low-risk, medium-risk you can package them accordingly. You get a diversity of assets. “Family offices aren’t FinTech guys, they don’t know the difference between good and bad ICO. They do understand equity and value… When you talk about the merits of STOs and link it back to private equity for example, you are talking a language they are understanding.” Evidently one of the major benefits is being able to mobilise assets that have been tradi- tionally difficult or complicated to move, with some of the aforementioned new asset classes exemplifying this. A consortium of banks, custodians and mar- ket infrastructure providers are also looking at applying tokenisation to collateral, to solve some of the widespread costs of collateral mobility. The system using tokenisation to reduce eye-watering costs of moving high quality liquid assets (HQLA) could even be ready at the start of 2019. HQLAx is a securities lending platform using R3’s blockchain technology, supported by Deutsche Boerse and six banks including Goldman Sachs, Credit Suisse and ING. The initiative allows collateral to stay fixed with the legal entitlement moving and being held for safekeeping by a custodian. Following a successful securities lending transaction on the platform at the start of March between Credit Suisse and ING, HQLAx is now looking ahead to the future with sights on receiving clients on the plat- form at the start of 2019, with actual use of the service likely taking place early next year. Mobilising high quality liquid assets has become a huge burden and cost for the se- curities services industry, but those involved in HQLAx believe that by creating a token so that the securities don’t physically move themselves will solve widespread problems, “Today the museum has to go to the government to ask for money, tomorrow the museum can tokenise a part of its collection and the public can buy it.” VALERIO RONCONE, SIX along with creating a tradable new asset class. What place Bitcoin and cryptocurrencies have in the financial markets of the future is uncertain, but the underlying blockchain technology is ushering in a new era for the capital markets. Custodians are readying themselves for this wave of tokenisation in a sign that this could be the future, and one they want to be a part of. www.clubsibos.com | CLUB@SIBOS | 13