How Resolute Clients Gain Exclusive Access to These Emerging Asset Classes
This fourth installment in our Investment Strategy Series will be of particular value to anyone interested in – or even simply curious about – investing in Emerging Technology, Innovation, and Digital Assets. If you’re just jumping into this article series, you can start with the first article to learn more about our enhanced factor-based investing approach, then check out the second article to learn more about investing in individual stocks and ETFs through SMAs and the third installment for how Resolute clients benefit from a network of research groups with targeted expertise.
And speaking of that targeted expertise, as technology continues to evolve, new investment opportunities arise. Resolute clients have access to a Managed Account SMA that focuses on disruptive innovations, and I’d like to share more about this opportunity.
What Does This Investment Opportunity Mean?
Emerging Technologies sometimes referred to as Disruptive Technologies, are defined as tech sector segments that are set to significantly impact the way we live within the next decade. Examples you may already be familiar with are artificial intelligence and cloud computing.
Innovation investing is, essentially, about investing in new ways of doing things. Most often, it includes things like Research and Development (R&D), and it can make businesses and commercial enterprises more efficient, productive, and competitive.
Digital assets include cryptocurrency, which most people are familiar with, but it’s a much broader asset class than that. In fact, a digital asset is any asset that exists in a digital form and includes a right to use. Examples include non-fungible tokens (NFTs) and virtual real estate in the metaverse.
What is a Managed Account SMA Focused on Disruptive Innovations?
As mentioned previously, Resolute clients have access to a Managed Account SMA that focuses on disruptive innovations. It’s a concentrated stock portfolio making large-scale investments in public companies that could be perceived as leaders, enablers, and beneficiaries of disruptive innovation across transforming technology that has the potential to change the way the world works.
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Investors interested in this SMA can expect to invest in companies involved in areas like artificial intelligence and cloud computing. Other common themes include companies interested in DNA technologies, energy storage, the increased use of autonomous technology, next-generation internet services, and even technologies that make financial services more efficient.
Although many of these companies are in the tech sector, this approach spans sectors, geographies, and market capitalizations. The focus is on Artificial Intelligence, Autonomous Vehicles, Fintech, DNA Sequencing, Robotics, and 3D Printing.
It’s important to note that this is a high-risk approach. It is designed for those investors who are willing to accept the associated risks. Sometimes, our clients want to have the ability to hit a home run and are willing to take a high level of risk for that opportunity.
This type of investment is not for every investor. It is best suited for high-net-worth investors as a minor percentage of an overall portfolio.
Do You Have Questions About Emerging Technology, Innovation & Digital Asset Investing?
If you think this Managed Account SMA focused on disruptive innovations might be right for you, we would be happy to answer your questions. This is an exciting area of investing that continues to evolve, and we’re pleased to be able to offer such access to this opportunity for Resolute clients.
If you’re already a client, please feel free to reach out to your Resolute advisor for further discussion. If you’re not yet a client and you’d like to discuss our services, please reach out to schedule an initial call. We look forward to sharing more information about our recently enhanced investment strategy and learning whether Resolute can help you meet your goals.