Mutual funds: Alpha investments disrupted by ETFs
ETFs: one-size-fits-all Beta investments
GAMMA Investing: the next disruption after ETFs
Efficient & Scalable Platform
Index investing should be technology enabled, highly personalized, low cost, transparent and available to everyone.
Index investments that can be personalized for the mass market at scale is the next disruptive technology after ETFs.
A boutique firm with single focus on custom index investing can deliver innovation, specialized investment expertise and unique value proposition to clients.
By offering index solutions tailored to client needs, we are aligning with client’s best interests, rather than pushing specific products on the shelf.