Aims to provide exposure to fintech innovations including mobile payments, digital wallets, peer-to-peer lending, blockchain technology, and financial risk transformation. These innovations should revolutionize the financial industry, impacting every sector of the global economy.
Type: Active Equity
Typical # of Holdings: 35-55
Inception: Dec. 2016
Portfolio Manager: Catherine Wood
Analysts:Andrew Kim
This actively managed equity strategy seeks long-term capital growth by investing in domestic and foreign equity securities of companies focused on innovations within financial technology (“fintech”). Companies within this strategy are focused on changing the way the financial sector works, removing friction, and increasing accessibility to financial products and services.
| Strategy | ETF | Managed Account | Mutual Funds |
|---|---|---|---|
| Mobility-as-a-Service | Yes | Yes | In Japan |