Opportunity Alpha

Move First
on Product
Opportunities
.

Launch before the category crowds.

AUM
ETFs
01Year in review
Last 12 months only
12
months

In the last 12 months alone.

We help clients move first on product opportunities. The numbers are the proof.

ETF launches
Last 12 months only
AUM added
Assets followed the launches

Partners

Roundhill InvestmentsVanEck AustraliaDaiwa Asset ManagementAmplifyGlobal XMorgan StanleyGoldman SachsCitiKorea ExchangeMirae Asset Global InvestmentsSamsung Asset ManagementKB Asset Management
KB SecuritiesKorea Investment ManagementShinhan Asset ManagementHanwha Asset ManagementHana Asset ManagementHana SecuritiesSamsung Active ManagementTimefolio Asset ManagementDaishin Asset ManagementVI Asset ManagementKiwoom Asset ManagementKorea Economic Daily
02This actually happened

$0 to $1B AUM. In 12 months.

First-year proof
$0
to
$1B
12months
Launch outcomes
Peak AUM / time
Loading launch outcomes...
03Why clients come back

We help clients move first
on product opportunities.

Core reason
First-mover edge
Speed
24 hours
After launch
AIMS
Methodology
Your thesis encoded into rules
Typical

Generic sectors and keyword themes

Feasibility
Opportunity map in 24 hours
Typical

Weeks

Research
Product white-space research in ARMS
Typical

Manual research

Operations
Rebalances, proforma, and events in AIMS
Typical

Email + PDFs

Marketing
Factsheets and client decks
Typical

Manual decks

Regulatory
IOSCO-ready methodology docs
Typical

Ad-hoc responses

Incentive
Outcome-aligned
Typical

Fixed fees

Operating layer

The index does not leave as a file.
It leaves as a system.

Research, methodology, proforma, events, telemetry.

04The Akros platform

The platform that runs it.

AIMS
Akros Index Management System

Operations, proforma, factsheets, events.

Index ops
Rebalancing, corporate actions, target portfolio
Market intelligence
ETF filings, fund flows, IPO information, buzz
Marketing data
Factsheets, client packs, performance
Telemetry
Ops health, deviation alerts, events
ARMS
Research system
Beta

Product and sales research.

  • Idea generation
  • Sales research
Tracker
Public tracker
Public

Public index intelligence.

  • iNAV & holdings
  • Event timeline
05Thesis-driven indexing

Your thesis, written into
a launch-ready methodology.

05.1 Storyline

Sentence to system.

01 · The prompt

Start with a thesis.

A conviction, a risk view, and launch constraints.

Input
Thesis + constraints
02 · The translation

Translate it into rules.

Screens, scores, weights, and filing evidence.

System
Rules + evidence
03 · The artifact

Launch an index.

A methodology, audit trail, and rebalance cycle.

Output
Operating index
05.2 Worked example
Worked example · HALO

Heavy Assets, Low Obsolescence.

“Physical assets, durable moats, and low obsolescence.”

— Client thesis (one sentence)

How we built itUS Equities · NYSE / NASDAQ
UniverseTop 3,000 by market cap · liquidity filter
Sector gateHALO-eligible revenue
FitnessHigh / Medium / Low
ScoringFour thesis-derived axes
QualityValue · cash flow · debt
Final 100Sector-capped · quarterly
Four axes from the thesisEach · a question · a value · ranked
C1
AI Displacement ImmunityCan AI replicate the core business?
C2
Physical Value AnchoringIs revenue tied to tangible assets?
C3
Generational Moat DurabilityHow deep is the moat?
C4
Revenue PurityHow clean of AI-vulnerable revenue?
05.3 Operating lifecycle

The methodology is the start, not the finish.

01Pre-launch

Methodology design

Thesis → screens.

02AIMS

Index operations

Rebalance. Actions. Proforma.

03ARMS

Product & sales research

Ideas. White space. Sales data.

04Marketing

Sales materials

Factsheets. Packs. Attribution.

05Methodology

Regulatory docs

Specs. Manuals. Records.

06Daily ops

Ongoing intelligence

News. Sentiment. Telemetry.

Event intelligence.

Latest event
06Worked methodologies

Real client theses, encoded.

Latest · 2026-04

HALO: Heavy Assets, Low Obsolescence

Physical assets, infrastructure, iconic brands.

Key Rules

  • 01Physical goods and infrastructure gate
  • 02>50% HALO-eligible revenue
  • 03AI immunity, moat, purity scores
  • 04Final 100, sector-capped
Methodology Example

Protective Asset Allocation

Systematic downside control.

Key Rules

  • 01Volatility hedge ratio
  • 02Monthly reset
  • 035-95% bands
  • 04Buffer rebalancing
Methodology Example

Shareholder Return High Dividend

Shareholder return and quality.

Key Rules

  • 01Liquidity and profitability screens
  • 02Dividend + buyback yield
  • 03Quality exclusions
  • 048% cap
Methodology Example

Weekly Covered Call Treasury Blend

Equity income with Treasury blend.

Key Rules

  • 01Weekly TSLA calls
  • 0250% overwrite
  • 03Treasury blend
  • 04FX adjustment
Methodology Example

CTA (Managed Futures)

Multi-asset futures beta.

Key Rules

  • 01Trend, carry, spread signals
  • 02Cross-asset futures
  • 03Vol target
  • 04Rules-based allocation
07The team

Sharpest minds in indexing.
Focused on your next ETF.

Justin Gim

COO / CO-FOUNDER
Operations across finance, legal, and client relations
Background
Former hedge fund manager

Chris Shin

CFO / COMPLIANCE OFFICER
Legal, finance, and compliance operations
Background
Former Head of Business at $200M+ fintech company

YS Kang

LEAD INDEX ENGINEER
Index design and calculation systems
Background
Previously a software engineer working on recommendation systems

Kyle Moon

CEO / CO-FOUNDER
Compounding growth with great people
Background
Previous CSO and Head of AI Research at Qraft Technologies

Jiwoong Choi

SENIOR INDEX ENGINEER
Index foundry systems and infrastructure
Background
Previous ML engineer at SqueezeBits, working on ML compilers and on-device AI deployment

DW Kim

MANAGING DIRECTOR
Global business expansion
Background
Previous Head of Business Strategy Team at Mirae Asset Global Investments

CY Kim

CMO
International sales and marketing
Background
Previous at Fidelity International, Citigroup, Mirae Asset Global Investments, Samsung Asset Management, and Premia Partners (Hong Kong)

Jin Chung

CSO / CO-FOUNDER
Index sales, development, and product
Background
Previous Bayesian AI researcher at the Oxford Robotics Institute

Sean Kim

CTO
Deployment and scalable architecture
Background
Former CTO and AXE Team Lead at Qraft Technologies
08Start with Akros

Capture the opportunity
before the market catches up.

Start with a sentence. We will pressure-test the lane, build the index, and prepare the operating path.

Move first, together
  • 01Own the white spaceMap the product lane while it is still open.
  • 02Move with speedValidate feasibility and prototype the index quickly.
  • 03Run after launchKeep the product clean through AIMS operations.