Linking Science with Systematic Investing

  • The © DW Global Disruptive Innovation Portfolio reflects secular growth sectors covering societal needs
  • This Portfolio is calculated daily since June 2013 (Bloomberg code DWNIUTR Index)

Investing in the future, today Innovation gains traction (PDF), A different recovery (PDF)

The technology, demographic, climate shifts, especially transformative i.e. disruptive technologies profoundly impact our society and offer attractive investment options.

Transformative technologies shape our society and the investing landscape

A transformative innovation is an innovation that helps to create a new market and value networks, often disrupting existing markets and displacing earlier technologies. The fast pace of this innovation in life science, materials, environment and information technology sectors offer new products in order to cover market needs.

Superior market growth with positive impact on society

Novel 3D IT-architecture, electric cars, artificial intelligence, automation or genomics markets are set to grow by over 10%-15% annually, i.e. up to five times faster than the global economy, to reach USD 16 Tr by 2030 (Source: GIA, PwC, McKinsey, industry data).

Strategy & Execution

The strategy is based on a dynamic equity index portfolio method. This method consists of a systematic screening of listed companies worldwide that fulfil the eligibility factors including engagement in disruptive technologies.
The DW Global Disruptive Innovation Portfolio is a UCITS-V compliant global equity index portfolio of 30 listed holdings serving as the underlying instrument for investing in Tracker Certificates.