Global X’s road to $ 40 billion in assets under management
Global X is a leading player in the ETF industry with more than 100 employees and $ 40 billion in assets under management, up from $ 30 billion in April 2021 and $ 20 billion in December 2020. For more than ‘a decade, the company’s mission has been to’ empower investors. around the world with unexplored and intelligent solutions.
The company is known for its pioneering thematic growth suite, comprising 32 targeted investment products, and its unmatched research-driven approach to theme identification. However, its offering extends beyond that to include ETFs in the areas of income, risk management, international access and commodities, all together creating results-driven solutions that help investors. investors to resolve challenges within their portfolios. Some investors may seek yield in a low interest rate environment, for example, or try to increase growth opportunities in a slowing economy. Others may want to accurately manage exposures to various commodities and geographies.
âOur goal is to offer investors something beyond the ordinary,â says Luis Berruga, CEO of Global X. âThis is reflected in our actively managed ETFs such as the Global X China Innovation ETF (KEJI) and our range of ETFs which incorporate options strategies, such as call options and covered tunnels, which could potentially improve yields. “
A covered buy strategy is used to increase income when investors expect stock prices not to rise much more in the short term. The Global X Nasdaq 100 Covered Call ETF (QYLD) buys Nasdaq100 sharesÂ® Index (NDXÂ®) and sells the corresponding call options on the same index. Likewise, the ETF Global X Nasdaq 100 Covered Call & Growth (QYLG) bbuys the stocks of the Nasdaq-100 index and writes the corresponding call options on approximately 50% of the value of the portfolio of stocks of the same index.
The Nasdaq 100 Collar 95-110 ETF (QCLR) deploys a collar options strategy for investors looking for limited stock returns. He seeks to achieve this result by owning shares in NDX, while buying 5% out-of-the-money put options on NDX and selling 10% out-of-the-money call options on the same index. Essentially, the writing of the call options finances the purchase of the put options.
The Global X Nasdaq 100 Risk Managed Income ETF (QRMI) uses a net credit tunnel protection strategy. This is for investors looking for the income characteristics of a covered buy fund, while mitigating the risk of a market sell-off with a protective put option. QRMI seeks to achieve this result by owning shares in NDX, while buying 5% out-of-the-money put options on NDX and selling call options at the same index.
The Global X Nasdaq 100 Tail Risk (QTR) ETF uses a protective sell strategy for investors looking to hedge against market sell-offs. QTR seeks to achieve this result by owning shares in NDX, coupled with buying 10% out-of-the-money put options on NDX.
Additionally, Global X’s model portfolio allows investors to integrate thematic and alternative income strategies into diversified portfolios. He also helps financial advisers grow their business by partnering with Global X on asset allocation decisions.
In recent years, the company has expanded its infrastructure, research and global presence, and its future growth plans include building on this basis. Through its relationship with parent company Mirae Asset, Global X has already extended its reach into Asia, Latin America and Europe.
âNew companies around the world are disrupting traditional business models, and Global X is uniquely positioned to identify and analyze them,â says Berruga. âWe can leverage our cutting edge research team, as well as Mirae Asset’s global presence and access to over 250 investment professionals in developed and emerging markets including China, India , Brazil, Korea and Vietnam. “
According to Berruga, Global X’s success is rooted in a culture that encourages entrepreneurship, innovation, positivity, passion, professionalism and teamwork as well as superior customer service. He also points out that the Nasdaq has been a valuable partner throughout the trip.
âThe Nasdaq has given our business visibility – from the thrill of a bell ringing being broadcast around the world to the sight of our funds on the Times Square billboard,â he says. âEven more important is the behind-the-scenes Nasdaq support, ensuring that every day Global X ETFs trade in an orderly fashion and that investors can trade or withdraw our products efficiently. “
Some titles in QYLD include:
Apple (AAPL), Adobe (ADBE), Kraft Heinz (KHC), Intuit (INTU), Lululemon (LULU)
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