Starting out with a focus on indexing Israeli equities, BlueStar Indexes gained a deep understanding of key sectors driving the global tech revolution. BlueStar's Steven Schoenfeld applied his patented indexing approach, involving painstaking company level research combined with a global view of corporate revenue sources to more than 20 thematic tech indexes. Steven rejoins Let's Talk ETFs to offer an under-the-hood look at three ETFs that track proprietary BlueStar indexes: FIVG (5G Technology), QTUM (Quantum Computing) and DIET (Food Sustainability).
Show Notes

2:00 - Where does BlueStar's focus and unique approach to building thematic tech indexes come from?

7:00 - What differentiates your approach as an indexer?

10:15 - How do you handle indexing specific technologies that may only be a small portion of big tech companies' earnings?

14:15 - Why the partnership with Defiance as the issuer on most of your thematic ETFs?

17:45 - Going under the hood of the Defiance Next Gen Connectivity ETF (FIVG): How is it constructed and why has it had such a resonance with investors out of the gate?

22:15 - Will this index evolve over time?

25:45 - Going under the hood of the Defiance Quantum ETF (QTUM): How do you build a pure play index for something like quantum computing that doesn't really exist in product form yet?

32:30 - Under the hood of the Defiance NextGen Food & Agriculture ETF (DIET): How do you get ideas for creative indexes playing on global demographic trends like this?

38:15 - How do you deal with large conglomerates that find themselves on both sides of this issue?

44:30 - Why the focus on China and Asia tech?

48:15 - China weightings in emerging market funds are continuing to rise - A word of caution to investors

52:30 - Some indexes Steven is particularly excited about right now


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