In today’s episode, Rusty and Robyn talk with Jay Jacobs & Tom Driscoll of Global X ETFs in New York City. Jay is the Head of Research & Global Strategy while Tom leads model portfolio sales. 

Jay’s goal at Global X ETFs is to develop a deep understanding of new industry products and share those insights with clients as products are released. In doing so, his team works to strategize the implementation of advances in technology and integrate new products into clients’ overall portfolios. Tom is responsible for bringing thematic and income-based strategies straight to the marketplace. 

Jay and Tom talk with Rusty and Robyn about the progression of our modern economy, why thematic investing is much more than a marketing gimmick, and exactly how much investors should allocate to thematic investing. 

“The way I think about thematic investing is trying to get a jumpstart on the next leaders. The next leaders of individual sectors, the next leaders of the S&P 500, maybe even the NASDAQ 100. Not all of these companies will succeed, but the idea is that investing in an ETF that can give you exposure to 30, 40, or 50 names in a space like Genomics or in a space like FinTech, lets you participate in the rise of that industry before it even starts to be a blip on the S&P 500.” ~ @jayjacobsCFA

Main takeaways 

• The new investors of our time getting into robo advising have a bright future ahead. Those platforms aren’t going away and they’re an opportunity for advisors and investors alike to improve client outcomes and expand their portfolios.
• Change in the financial industry is driven by investor demographics. ETFs like FinTech are helping an industry known for being the last to change, embrace disruption. Advisors must develop technology and services that can meet the unmet needs of the next generation of investors. 
• Global X ETFs approaches thematic investing from a model portfolio perspective as a type of satellite strategy, using ETFs to compliment someone’s core portfolio. 

Links

• Jay on LinkedIn
• Tom on LinkedIn
• Jay on Twitter
• Global X ETFs
• Berkshire Hathaway
• Robinhood
• U2
• Goldman Sachs
• Barron’s
• Genomics
• FinTech
• Bloomberg
• FactSet
• Morningstar

Connect with our hosts

• Rusty Vanneman
• Robyn Murray

Subscribe and stay in touch

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• Spotify
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1717-OAS-5/24/2021