Thematic Investing Summit Thematic Investing, ETFs, Disruptive Technology, Innovative ETFs

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2021 THEMATIC INVESTING SUMMIT

Successfully implementing thematic investing strategies with ETFs

Panel Discussion: Incorporating thematic investing into Portfolios

Global X Thematic Growth ETFs look beyond traditional geographic or sector exposures, targeting companies poised to benefit from structural shifts in disruptive technology, people and demographics, and physical environment.

> Disruptive technology > Physical Environment > People & demographics

Research and insights

Thematic ETF Report: Q3 2021

The report recaps Global X’s classification system for disruptive themes and the thematic ETFs that track them.

California and New York are responsible for two of the latest developments in the global effort to reduce production and use of internal combustion engine vehicles. California set a mandate for light-duty autonomous vehicles to be emission-free by 2030.

The Next Big Theme: October 2021

The Global X ETFs Income Outlook for Q3 2021 can be viewed here. This report seeks to provide macro-level data and insights across several income-oriented asset classes and strategies.

Global X Income Outlook: Q3 2021 – Preparing for Rising Rates

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EXCHANGE-TRADED FUNDS (ETFs)

How do you define a theme?

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The event gathered experts in thematic investing, ranging from researchers, investors and distributors to discuss high growth opportunities and portfolio management tools for 2021 and beyond.

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Don Gunawan

Head of Institutional and CIO Sales

+61 404 033 792

don.gunawan@globalxets.com

Tim Reimers

Head of Private Wealth Sales

+61 426 826 336

tim.reimers@globalxetfs.com

What is the life cycle of a thematic ETF?

Has the pace of disruption changed?

Thematic investing has become particularly popular since the COVID-19 pandemic, and according to the latest research now has a combined $500b in AUM. Many investors are drawn to the precision that thematic vehicles offer, capturing changes in the economy, such as energy transition or evolving consumer patterns, that are more specific and nuanced than traditional sector or industry funds are capable of targeting. However, this approach is of course not without inherent risks. How can thematic fund providers best position their products to help investors succeed in the long run? What constitutes real change versus mere hype? And when is the right time to enter and exit these investments? Thematic Investing summit gathered experts in thematic investing, ranging from researchers, investors and distributors to discuss high growth opportunities and portfolio management tools for 2021 and beyond.

Program Overview

A Focus on Asia: Thematic investing for an evolving economy

Thematic investing provides an alternative to traditional strategies and has captured the attention of both private and institutional investors across the globe. This session will expand upon the current outlook and investment opportunity, following a turbulent past 2 years.

Asia features some of the fastest-growing and most dynamic economies in the world. At the centre of this are dozens of companies leading in disruptive areas like e-commerce, electric vehicles, automated driving, and clean energy. Further, the region is experiencing several powerful demographic changes, like a rapidly emerging middle class, greater internet penetration, and ageing populations

Fire-Side Chat: Technical innovation over the next decade

At the core of thematic investing lies technological innovations that have changed - and will continue to change - our lifestyles, environment, demographics and economic patterns. This panel will explore what comes next, including: What are the technology themes that will deliver sustained growth moving forward? Where to look for product innovation in thematic tech ETFs and how distributors allocate tech ETFs in clients portfolios.

The intersection of themes and sustainability

Alongside the rise of thematic investing is a greater focus on sustainability, such as the transition to a low carbon economy, and improved access to health and education around the world. In this session we will explore global and Asian-centric trends within sustainable thematic investment

Featured Speakers

Head of Research & Strategy Global X ETFs Having joined Global X in 2013, Jay leads the firm’s research team, which originates the firm’s unique insights on the markets and ETFs. He also guides the planning and development of the firm’s strategic direction. Jay is a frequently cited expert in the financial media, including CNBC, Bloomberg, and The Wall Street Journal.

Jay Jacobs

Morgane Delledonne

Director of Research Global X ETFs Morgane Delledonne joined Global X in 2020. She is responsible for leading the firm’s research efforts in Europe, providing insights on the markets and ETFs alike. Morgane frequently speaks at investor conferences and is often cited in the financial media.

Phil Lee

Head of Research, Portfolio Manager Mirae Asset Global Investments Phil Lee joined the Mirae Asset Financial Group in 2007 and became a member of the Hong Kong-based Asia Pacific Research Team in 2010. Since 2014 he has been leading the research team and started managing the Mirae Asset Asia Growth Equity Fund in 2015.

Pedro Palandrani

Research Analyst Global X ETFs Pedro Palandrani joined Global X in 2019 as a Research Analyst covering the Thematic Growth suite of ETFs, including those in the Technology, People, and Infrastructure categories.

Short Clips from the Event

Successfully implementing thematic investing strategies with ETFs

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How do you define a theme?

Managing Director, Chief Investment Officer, Southeast Asia HSBC Private Banking and Wealth Management James Cheo is Chief Investment Officer, Southeast Asia for Private Banking and Wealth Management at HSBC. Mr. Cheo is a member of the Global Investment Committee for Private Banking and Wealth Management.

James Cheo

Managing Director, Head of Investments and Advice, Asia J.P. Morgan Private Bank Diana Robinson is a Managing Director and Head of Investments and Advice at J.P. Morgan Private Bank in Asia. She leads a team in delivering portfolio management and advisory services for clients with assets across equities, fixed income and alternative investments.

Diana Robinson

Wealth Business, Leader, Hong Kong Mercer

Adeline Tan

Managing Director Citi Private Bank

Julie Koo

THEMATIC INVESTING SUMMIT

Event Full Sessions

Disclaimer

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