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A Revolution In Thematic Tech Indexing

A Revolution In Thematic Tech Indexing

FromLet's Talk ETFs


A Revolution In Thematic Tech Indexing

FromLet's Talk ETFs

ratings:
Length:
60 minutes
Released:
Feb 26, 2020
Format:
Podcast episode

Description

Starting out with a focus on indexing Israeli equities, BlueStar Indexes gained a deep understanding of key sectors driving the global tech revolution. BlueStar's Steven Schoenfeld applied his patented indexing approach, involving painstaking company level research combined with a global view of corporate revenue sources to more than 20 thematic tech indexes. Steven rejoins Let's Talk ETFs to offer an under-the-hood look at three ETFs that track proprietary BlueStar indexes: FIVG (5G Technology), QTUM (Quantum Computing) and DIET (Food Sustainability).Show Notes2:00 - Where does BlueStar's focus and unique approach to building thematic tech indexes come from?7:00 - What differentiates your approach as an indexer?10:15 - How do you handle indexing specific technologies that may only be a small portion of big tech companies' earnings?14:15 - Why the partnership with Defiance as the issuer on most of your thematic ETFs?17:45 - Going under the hood of the Defiance Next Gen Connectivity ETF (FIVG): How is it constructed and why has it had such a resonance with investors out of the gate?22:15 - Will this index evolve over time?25:45 - Going under the hood of the Defiance Quantum ETF (QTUM): How do you build a pure play index for something like quantum computing that doesn't really exist in product form yet?32:30 - Under the hood of the Defiance NextGen Food & Agriculture ETF (DIET): How do you get ideas for creative indexes playing on global demographic trends like this?38:15 - How do you deal with large conglomerates that find themselves on both sides of this issue?44:30 - Why the focus on China and Asia tech?48:15 - China weightings in emerging market funds are continuing to rise - A word of caution to investors52:30 - Some indexes Steven is particularly excited about right nowLearn more about your ad choices. Visit megaphone.fm/adchoices
Released:
Feb 26, 2020
Format:
Podcast episode

Titles in the series (100)

Let’s Talk ETFs is Seeking Alpha's podcast dedicated to the exchange traded fund space. Hosted by Seeking Alpha’s ETF expert, Jonathan Liss, the podcast features long-form conversations with industry insiders, ETF issuers, asset managers and investment advisers to explore the ways in which ETFs continue to evolve, helping investors to reach their financial goals.