Nomura Asset Management launched the Nomura Transformational Technologies ETF (FRWD) on Nasdaq, emphasizing an active management approach to innovation investing. The ETF targets companies in the rapid evolving technology sector, particularly within the current AI cycle, projected to span eight to ten years. The strategy incorporates a disciplined analysis of innovation themes and company-specific assessments, focusing on 20-30 high-conviction names within the portfolio.
Key insights from Nomura reveal that the market is at a critical point, transitioning through multiple stages of AI adoption and infrastructure buildout. With approximately 1 billion dollars in ETF assets under management, Nomura’s growth strategy centers on leveraging active management to navigate technological transformations and create long-term investment opportunities.
The firm plans to expand its U.S. ETF lineup by exploring innovative product structures and concentrating on research-driven investing, with an emphasis on sustained performance and differentiated client solutions, rather than rapid asset accumulation.
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