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Invest In Tomorrow's Potential Tech Leaders, Today

Advancements in technology are rapidly changing the world. We look beyond today’s mega-cap tech giants to provide investors access to the potential tech leaders of tomorrow, wherever we find them.

Video

Future Tech Leaders Equity ETF

Technological innovation is disrupting the status quo across the globe. But with disruption comes opportunity.

 

Hear from our senior leaders on how technology will shape our future.

 

Technological innovation is at an exciting inflection point.

Widespread access to smart phones and high-speed internet has helped create whole new ecosystems in e-commerce and digital payments. And increased public cloud adoption makes it easier and cheaper than ever to start a business.

 

Source: Goldman Sachs Asset Management. Ericsson Mobility Report as of June 2021, 1 Yearly average global mobile data traffic in exabytes (billions of gigabytes). Statista. CardConnect February 2019. BAMLThe economic and market forecasts presented herein are for informational purposes as of the date of this presentation. There can be no assurance that the forecasts will be achieved.  Please see additional disclosures in the end notes. 

Where We See Opportunity

More companies than ever are contributing to tech innovation. This creates exciting potential investment opportunities.

Fintech

 

Tech-enabled innovations driving the future of finance by increasing efficiency and innovation to the payments ecosystem

Smart Components

 

Components such as semiconductors and hardware driving increased connectivity from 5G and autonomy from artificial intelligence (AI)

Emerging E-Commerce

 

Internet platforms driving the purchase of goods and services online around the globe as consumers migrate towards online retail

Digital Transformation

 

Companies providing technologies and services to support enterprise digitization

Cybersecurity

 

Software companies protecting the world’s most valuable commodity: our data

Online Entertainment

 

Platforms enabling multiple forms of entertainment for various devices, including social media, music & video streaming, and online gaming

Why Us?

At Goldman Sachs Asset Management we believe more than 70% of S&P 500 index companies are at risk of disruption. We focus on the disruptors.

 

Source: FactSet, as of 3/31/2021. For illustrative purposes only. US Mega-Cap Tech stocks refer to technology companies >$100bn in market cap.

 

 

We look beyond the US mega-caps and seek to create a balanced portfolio by investing in smaller tech companies around the world at various stages of growth.

 

 

Disruptors

 

Companies developing new models or challenging existing ones

Compounders

 

Companies with the potential to grow consistently over times

Evolvers

 

Mature companies that can adapt to technological disruption

 

Source: Goldman Sachs Asset Management. There is no guarantee that these objectives will be met. For illustrative purposes only.

Staying a Step Ahead of Disruption

 

The Goldman Sachs Future Tech Leaders Equity ETF seeks long-term growth of capital by investing in technology companies with market capitalizations of less than $100 million.

A Focus on the Future

Connect with our team and learn more about how we can customize investor portfolios to meet individual needs and objectives. 

 

Complimentary Tech Exposure

Our highest conviction investment ideas in smaller market-capitalization companies may help to complement existing portfolio exposures, including those to the mega-cap tech giants.

 

An Active Approach

We draw on a deep bench of talent across the globe to offer investors the benefits of an actively managed portfolio with the tax efficiency, transparency and ease of trading of an ETF.

Learn more about our Goldman Sachs Future Tech Leaders Equity ETF

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Definitions

Disruptors: companies that in our view are aligned with key secular growth trends and/or are creating new innovative solutions, allowing them to take market share from less innovative competitors

Transparency: Investors can easily access fund information. 

Tax Efficiency: Means better tax consequences for investors and results from investors efforts towards reducing unwanted tax payout.

Trading Ease refers to the ability of ETFs to be bought and sold throughout the day, providing trading flexibility.

Mega-Cap Tech stocks refer to technology companies >$100bn in market cap.

Goldman Sachs Asset Management, L.P. (“GSAM” or the “Investment Adviser”) generally defines a technology company as a company in the information technology or communication services sectors, or in the internet and direct marketing retail or healthcare technology industries.

Right side of disruption refers to companies that in our view are aligned with key secular growth trends and/or are creating new innovative solutions.

Index Definitions

Indices are unmanaged. The figures for the index reflect the reinvestment of all income or dividends, as applicable, but do not reflect the deduction of any fees or expenses which would reduce returns. Investors cannot invest directly in indices. 

The S&P 500 is a stock market index tracking the performance of 500 large companies listed on stock exchanges in the United States

General Disclosures

The Goldman Sachs Future Tech Leaders Equity ETF (the “Fund”) seeks long-term growth of capital. The Fund is an actively managed exchange-traded fund. The Fund pursues its investment objective by primarily investing in U.S. and non-U.S. technology companies that the Investment Adviser believes are driving technological innovation or benefitting from the enablement of technology. The Fund’s investments are subject to market risk, which means that the value of the securities in which it invests may go up or down in response to the prospects of individual companies, particular sectors or governments and/or general economic conditions. The Fund’s thematic investment strategy limits the universe of investment opportunities available to the Fund and may affect the Fund’s performance relative to similar funds that do not seek to invest in companies exposed to such themes. The Fund relies on the Investment Adviser for the identification of companies the Investment Adviser believes are driving technological innovation or that benefit from the enablement of technology, and there is no guarantee that the Investment Adviser’s views will reflect the beliefs or values of any particular investor or that companies in which the Fund invests will be successful in their efforts to drive technological innovation or benefit from the enablement of technology. Different investment styles (e.g., “growth” and “value”) tend to shift in and out of favor, and at times the Fund may underperform other funds that invest in similar asset classes. Because the Fund concentrates its investments in certain specific industries, the Fund is subject to greater risk of loss as a result of adverse economic, business or other developments affecting those industries than if its investments were more diversified across different industries. Stock prices of technology and technology-related companies in particular may be especially volatile. Foreign and emerging markets investments may be more volatile and less liquid than investments in U.S. securities and are subject to the risks of currency fluctuations and adverse economic, social or political developments. Such securities are also subject to foreign custody risk. The securities of mid- and small-capitalization companies involve greater risks than those associated with larger, more established companies and may be subject to more abrupt or erratic price movements. The Fund is “non-diversified” and may invest a larger percentage of its assets in fewer issuers than “diversified” funds. In addition, the Fund may invest in a relatively small number of issuers. Accordingly, the Fund may be more susceptible to adverse developments affecting any single issuer held in its portfolio and to greater losses resulting from these developments.

Fund shares are not individually redeemable and are issued and redeemed by the Fund at their net asset value (“NAV”) only in large, specified blocks of shares called creation units. Shares otherwise can be bought and sold only through exchange trading at market price (not NAV). Shares may trade at a premium or discount to their NAV in the secondary market. Brokerage commissions will reduce returns.

Ordinary brokerage commissions apply.

The Fund is newly organized and has limited or no operating history.

The Investment Company Act of 1940 (the “Act”) imposes certain limits on investment companies purchasing or acquiring any security issued by another registered investment company.  For these purposes the definition of “investment company” includes funds that are unregistered because they are excepted from the definition of investment company by sections 3(c)(1) and 3(c)(7) of the Act.  You should consult your legal counsel for more information.

The Asset Management Division leverages the resources of Goldman Sachs & Co. LLC subject to legal, internal and regulatory restrictions.

Economic and market forecasts presented herein reflect a series of assumptions and judgments as of the date of this presentation and are subject to change without notice.  These forecasts do not take into account the specific investment objectives, restrictions, tax and financial situation or other needs of any specific client.  Actual data will vary and may not be reflected here.  These forecasts are subject to high levels of uncertainty that may affect actual performance. Accordingly, these forecasts should be viewed as merely representative of a broad range of possible outcomes.  These forecasts are estimated, based on assumptions, and are subject to significant revision and may change materially as economic and market conditions change. Goldman Sachs has no obligation to provide updates or changes to these forecasts.  Case studies and examples are for illustrative purposes only.

Goldman Sachs does not provide legal, tax or accounting advice, unless explicitly agreed between you and Goldman Sachs (generally through certain services offered only to clients of Private Wealth Management). Any statement contained in this presentation concerning U.S. tax matters is not intended or written to be used and cannot be used for the purpose of avoiding penalties imposed on the relevant taxpayer. Notwithstanding anything in this document to the contrary, and except as required to enable compliance with applicable securities law, you may disclose to any person the US federal and state income tax treatment and tax structure of the transaction and all materials of any kind (including tax opinions and other tax analyses) that are provided to you relating to such tax treatment and tax structure, without Goldman Sachs imposing any limitation of any kind. Investors should be aware that a determination of the tax consequences to them should take into account their specific circumstances and that the tax law is subject to change in the future or retroactively and investors are strongly urged to consult with their own tax advisor regarding any potential strategy, investment or transaction.

This material is not authorized for distribution to prospective investors unless preceded or accompanied by a current Prospectus or summary prospectus, if applicable. Investors should consider a Fund's objective, risks, and charges and expenses, and read the summary prospectus, if available, and/or the Prospectus carefully before investing or sending money. The summary prospectus, if available, and the Prospectus contain this and other information about a Fund and may be obtained from your authorized dealer or from Goldman Sachs & Co. LLC by calling (retail--1-800-526-7384) (institutional--1-300-621-2550).

ALPS Distributors, Inc. is the distributor of the Goldman Sachs ETF Funds. ALPS Distributors, Inc. is unaffiliated with Goldman Sachs Asset Management.

© 2021 Goldman Sachs. All rights reserved.

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