Global X Morningstar Japan High Dividend ESG ETF · TSE:2849
Global X Morningstar Japan High Dividend ESG ETF — Global X ETFs — Q4 2020 Earnings Presentation
18 slides from Global X Morningstar Japan High Dividend ESG ETF's earnings presentation, January 2021
Slide 1: Thematic ETF Report
GI.OBAI. & by Mirae Asset Thematic ETF Report
Slide 2: What is Thematic Investing?
THEMATIC ETF REPORT – Q4 2020 What is Thematic Investing? Thematic investing refers to the process of identifying powerful, disruptive macro-level trends and the underlying investments that stand to benefit from the materialization of those trends. Process Characteristics • Long term growth-focused
Slide 3: Defining & Categorizing Themes
THEMATIC ETF REPORT – Q4 2020 Defining & Categorizing Themes Global X’s classification system establishes a consistent framework for identifying and categorizing the growing thematic ETF space. Category Mega-Theme Theme Sub-Theme Machine/Deep Learning Cybersecurity Big Data Quantum Computing Cloud/E
Slide 4: Thematic ETF Landscape
THEMATIC ETF REPORT – Q4 2020 Thematic ETF Landscape At the end of Q4 2020, there were 148 thematic ETFs totaling $104.1B in assets under management, up 78% from Q3 2020. 120 160 140 100 120 80 # of THEMATIC ETFs AUM ($ BILLIONS) 100 60 80 60 40 40 20 20 0 0 2015 2016 2017 2018 2019 2020 Disruptive
Slide 5: Q4 2020 Thematic ETF Launches/Closures
THEMATIC ETF REPORT – Q4 2020 Q4 2020 Thematic ETF Launches/Closures Eighteen new thematic ETFs launched during the quarter: 11 focused on Disruptive Technology, 4 on People & Demographics, and 3 on Physical Infrastructure. Thematic ETF Launches Ticker Name Issuer Inception Date IWFH iShares Virtual
Slide 6: Q4 2020 Thematic ETFs Recap
THEMATIC ETF REPORT – Q4 2020 Q4 2020 Thematic ETFs Recap Policy-driven themes such as Cannabis and CleanTech received the most inflows during the quarter on an relative basis. Top/Bottom AUM by %Δ Ticker Name Q3 2020 ($M) Q4 2020 ($M) %Δ MSOS AdvisorShares Pure US Cannabis ETF $11.44 $223.32 1853%
Slide 7: Thematic ETF Landscape
THEMATIC ETF REPORT – Q4 2020 Thematic ETF Landscape AUM increased across all 3 thematic categories, ranked largest relative increase to smallest: Physical Environment, People & Demographics, and Disruptive Technology. AUM by Category $80 $68.94 $70 AUM ($ BILLIONS) $60 $50 $42.58 $40 $30 $19.18 $16
Slide 8: Thematic ETF Landscape
THEMATIC ETF REPORT – Q4 2020 Thematic ETF Landscape Both mega-themes within People & Demographics saw AUM increases, though Health’s relative increase led. AUM increased in both of Physical Environment’s mega-themes, with Infrastructure Development gaining the most in relative terms. AUM - People &
Slide 9: Thematic ETF Landscape
THEMATIC ETF REPORT – Q4 2020 Thematic ETF Landscape AUM increased across almost all themes, with the exception of Millennials & Gen Z and Emerging Markets Consumers. Healthcare Innovation saw the largest relative and absolute increase. AUM by Themes $10 $9 $8 $7 AUM ($ BILLIONS) $6 $5 $4 $3 $2 $1 $
Slide 10: Risk Information
THEMATIC ETF REPORT – Q4 2020 Risk Information The Global X Thematic Classification System is based on the expertise, views, and opinions of the Global X Thematic Classification Committee and are subject to change. Global X defines thematic investing as the process of identifying powerful disruptive
Slide 11: Risk Information
THEMATIC ETF REPORT – Q4 2020 Risk Information The ETF industry consists of many funds seeking to provide exposure to categories, mega-themes, themes, or sub-themes identified within the thematic classification system. The Global X Thematic Classification Committee first evaluates the entire univers
Slide 12: Risk Information
THEMATIC ETF REPORT – Q4 2020 Risk Information No content contained in these materials or any part thereof (“Content”) may be modified, reverse engineered, reproduced or distributed in any form or by any means, or stored in a database or retrieval system, without the prior written permission of Glob
Slide 13: Appendix – Classification of Thematic ETFs
THEMATIC ETF REPORT – Q4 2020 Appendix – Classification of Thematic ETFs Qtr Flows Ticker Name Q3 2020 ($M) Q4 2020 ($M) Category Mega-Theme Theme Sub-Theme ($M) QTUM Defiance Quantum ETF $34.62 $55.94 $11.43 Disruptive Technology Big Data Quantum Computing AIQ Global X Future Analytics Tech ETF $93
Slide 14: Appendix – Classification of Thematic ETFs
THEMATIC ETF REPORT – Q4 2020 Appendix – Classification of Thematic ETFs Qtr Flows Ticker Name Q3 2020 ($M) Q4 2020 ($M) Category Mega-Theme Theme Sub-Theme ($M) BLOK Amplify Transformational Data Sharing ETF $122.10 $361.55 $167.84 Disruptive Technology FinTech Blockchain LEGR First Trust Indxx Inn
Slide 15: Appendix – Classification of Thematic ETFs
THEMATIC ETF REPORT – Q4 2020 Appendix – Classification of Thematic ETFs Qtr Flows Ticker Name Q3 2020 ($M) Q4 2020 ($M) Category Mega-Theme Theme Sub-Theme ($M) IRBO iShares Robotics and Artificial Intelligence ETF $189.00 $294.34 $59.97 Disruptive Technology Robotics AI/Automation IQM Franklin Int
Slide 16: Appendix – Classification of Thematic ETFs
THEMATIC ETF REPORT – Q4 2020 Appendix – Classification of Thematic ETFs Qtr Flows Ticker Name Q3 2020 ($M) Q4 2020 ($M) Category Mega-Theme Theme Sub-Theme ($M) ECON Columbia Emerging Markets Consumer ETF $162.59 $184.30 $0.06 People & Demographics New Consumer Emerging Market Consumers INCO Columb
Slide 17: Appendix – Classification of Thematic ETFs
THEMATIC ETF REPORT – Q4 2020 Appendix – Classification of Thematic ETFs Qtr Flows Ticker Name Q3 2020 ($M) Q4 2020 ($M) Category Mega-Theme Theme Sub-Theme ($M) LNGR Global X Longevity Thematic ETF $41.05 $51.84 $6.91 People & Demographics Health Longevity OLD Long-Term Care ETF $23.31 $24.04 -$2.8
Slide 18: For more research please visit globalxetfs.com/research
For more research please visit: https://www.globalxetfs.com/research/