Smart Beta Fund Offers Secure and Diversified Cryptocurrency Investment Exposure
Hong Kong-based fintech innovator Lion & Global Asset Management (AGAM) has received regulatory approval from Hong Kong's Securities and Futures Commission (SFC) to manage investment portfolios with up to 100% allocation in virtual assets. The company simultaneously launched its flagship Smart Beta Fund SP, providing institutional investors with regulated access to cryptocurrency markets through indexed investment strategies.
Key Fund Features:
- Regulated Framework: Operates under SFC supervision with full compliance
- Index-Tracking Strategy: Follows Axion Global Smart Beta Liquidity Index
- Top-Tier Custodians: Partners include BitGo Trust, Coinbase, and OSL
- $100M Target AUM: Designed for professional investors
Investment Strategy and Market Positioning
The Smart Beta Fund utilizes a proprietary methodology that:
- Selects the top 10 cryptocurrencies by market capitalization
- Applies factor-based weighting
- Maintains liquidity optimization
"By combining crypto expertise with institutional-grade operational standards, we're bridging the gap between traditional finance and digital assets," said AGAM Investment Director Jason Hsiao.
Regulatory Milestone and Industry Support
This approval marks:
- Hong Kong's progressive stance on digital asset regulation
- AGAM's compliance with strict cybersecurity protocols
- Collaboration with legal experts Baker McKenzie and Mourant Ozannes
"Our parent company's 20-year cybersecurity expertise provides robust infrastructure for innovative digital asset products," noted AGAM Strategy Director Derek Ho.
FAQ: Professional Investors' Guide to Cryptocurrency Funds
Q: Who can invest in the Smart Beta Fund?
A: The fund is exclusively available to SFC-defined professional investors meeting specific financial thresholds.
Q: How does this differ from direct crypto purchases?
A: The fund provides diversified exposure while handling custody, security, and regulatory compliance—eliminating individual wallet management risks.
Q: What are the custody arrangements?
A: 👉 Industry-leading custodial solutions ensure institutional-grade asset protection.
Q: How frequently is the index rebalanced?
A: The methodology includes quarterly reviews with dynamic adjustments based on market conditions.
Q: What investor protections are in place?
A: 👉 Stringent regulatory oversight combined with third-party audits and compliance monitoring.
Future Outlook
AGAM anticipates launching additional products including:
- Blockchain venture capital funds
- Yield-generating strategies
- Sector-specific crypto portfolios
With cryptocurrency adoption accelerating globally, regulated investment vehicles like the Smart Beta Fund provide the ideal balance of innovation and investor protection.
Note: This content represents financial information, not investment advice. Investors should consult professional advisors.