Investing in Innovation:7 New Emerging Technology Portfolios

This portfolio tracks the Morningstar US Electric & Autonomous Vehicles Index, which provides exposure to 30 U.S. companies the Morningstar Indexes team believes are positioned to experience meaningful economic benefits from increased adoption of Electric and Autonomous Vehicles. 

Benchmark Index: Morningstar US Electric & Autonomous Vehicles TR USDHoldings: 30

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This portfolio tracks the Morningstar US Robotics Index, which provides exposure to 30 U.S. companies the Morningstar Indexes team believes are positioned to experience meaningful economic benefits as a user or producer of robotic technology.

Benchmark Index: Morningstar US Robotics TR USDHoldings: 30

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This portfolio tracks the Morningstar Nanotechnology Index, which provides exposure to 30 U.S. companies the Morningstar Indexes team believes are positioned to experience meaningful economic benefits from increased adoption of Nanotechnology.

Benchmark Index: Morningstar US Nanotechnology TR USDHoldings: 30

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This portfolio tracks the Morningstar Big Data & Analytics Index, which provides exposure to 30 U.S. companies the Morningstar Indexes team believes are positioned to experience meaningful economic benefits from increased adoption of Big Data & Analytics.

Benchmark Index: Morningstar US Big Data & Analytics TR USDHoldings: 30

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This portfolio tracks the Morningstar Financial Services Innovation Index, which provides exposure to 30 U.S. companies the Morningstar Indexes team believes are positioned to experience meaningful economic benefits from increased adoption of Financial Services Innovation.

Benchmark Index: Morningstar US Financial Services Innovation TR USDHoldings: 30

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This portfolio tracks the Morningstar Exponential Technologies Healthcare Index , which provides exposure to 30 U.S. companies the Morningstar Indexes team believes are positioned to experience meaningful economic benefits from increased adoption of Exponential Technologies Healthcare.

Benchmark Index: Morningstar US Exponential Technologies Healthcare TR USDHoldings: 50

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This portfolio tracks the Morningstar US Digital Infrastructure & Connectivity Index, which provides exposure to 30 U.S. companies the Morningstar Indexes team believes are positioned to experience meaningful economic benefits from the development of promising digital infrastructure technologies, including infrastructure as a service and next-generation connectivity (5G).

Benchmark Index: Morningstar US Digital Infrastructure & Connectivity TR USDHoldings: 30

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Andrew Lane discusses how Morningstar Indexes develop thematic indexes

Magnifi is bringing seven new innovation portfolios directly to you. These managed portfolios are based on indexes by Morningstar, using thematic strategies that seek to capture exposure to specific innovation themes changing the world around us.

Individual investors will now be able to access thematic strategies with portfolio rebalancing oversight to invest in areas such as big data, robotics, fintech, healthtech and others without an ETF or mutual fund wrapper.

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What is a Magnifi Managed Portfolio?

Investment Objective

Each managed portfolio tracks a Morningstar Index with the objective of delivering a high degree of thematic purity. Each index is powered by in-depth knowledge and proprietary data points from Morningstar Research Services’ team of over 120 equity research analysts — targeting US companies that have been identified as being best positioned to experience meaningful economic benefits from increased adoption of each sector.

Managed by Magnifi

Magnifi Managed Portfolios are designed for investors who have a viewpoint about the future of the world but may not have the time, expertise, or access to properly research individual companies or manage them on an ongoing basis. Each portfolio is reconstituted and rebalanced annually. They can be found on the Magnifi platform, for Magnifi account holders.

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