Fintech:
ETFCOOL.COM

​ETFCOOL.com is a digital advisor tailor-made for retail clients in Hongkong. Our platform aims for providing financial advisory service with low management fees, no lockup period, and global diversification to our customers. We build portfolio for investors based on our developed algorithms. We use data sciences, and data structuring analysis in our system to build the risk-adjusted portfolio for long-term investment goals. 

We do investment research for you, consider what experts in the field are suggesting and what has worked in the past. Based on all of these, we recommend you the investments, monitor your portfolio and help you build wealth and plan for your retirement. Our recommendations are based on well-known Investor Life Cycle Phases and corresponding risk/return relationships. We plan your investments after taking into consideration the factors like your age and marital status. ETFCool.com monitoring system takes care of tracking your life stages and required transitions. ETFCOOL.com is here to help you grow your money in a way that is personalized, unbiased and proven. 

ETFCOOL builds investment portfolios based on US-based and HK-based ETFs through intelligent software to help you achieve your global investment goals. Investing ETFs is a new investing trend because it is low in management fee, risk-diversified and no lock-up period. 

Each client will be asked foundational questions about the investing goals, risk aptitude and investment objectives in their future and lifetime. We hope to help them achieve their financial goals. ETFCOOL.COM will build a diversified portfolio of low-cost ETF that aims to maximize the investor’s returns. Our system will automatically rebalance the investment mix in order to maximize investors’ return. Our investment advisory is powered with big data analysis  and asset allocation models based on software algorithm and scientific Modern Portfolio Theory method. 

We adopt Nobel-prize winning Modern portfolio theory and scientific method on developing the software. Clients can invest on both HK and US listed ETFs on ETFCOOL.COM.  Furthermore, clients can invest in funds that promote Environment, Social and Governance (ESG) issues to make your investment more meaningful. We will plan to launch these Thematic Investments in the next six months. Our aim is to take the best practices of successful investing - asset allocation, diversification, rebalancing and review - and automate these practices using the power of technology and ETF.

ETFCOOL is a fintech investment platform incubated in Hong Kong by Alpha Bright Asset Management Company Ltd. The firm is a HK Securities Future Commission licensed firm. Its HK SFC Central Licensing Number is #BPF 149