Subadvisory on Innovative ETF Products

Partner with ETF issuers to develop unique ETF products, and serve as an ETF Sub-advisor Manager.

• Subadvisor of TrueMark ESG Active Opportunities, Ticker ECOZ, a low-carbon ESG ETF that drastically de-carbonizes the US equity exposure.

Advisory on Investment and Business Growth Strategy

Advise ETF issuers, index providers and ETF model providers on investment insights, ESG research and business growth strategies.

• Senior advisor to Sofi. Advise Fin-tech firms on strategic roll out on ETF model portfolios and research contents.

• Advisor of the index committee, EMQQ Emerging Market Internet and E-commerce ETF

• Advise traditional mutual fund managers on business strategies for expansion into ETF business.

• Research the global industry landscape to identify and bridge cross border collaborative opportunities.