Expert research

Our portfolios are built on our team's research, leveraging the expertise of financial professionals, PhDs, and global industry leaders who work together to research companies that are driving exponential growth.

Future-focused themes

We’re witnessing a world dominated by a technological transformation that is unfolding before our eyes. Even as market momentum ebbs and flows, these innovative companies power forth.

Diversified exposure

The cutting-edge companies captured in our portfolios are global innovators, both large and small, that are delivering the technologies and applications that are transforming our tomorrow.

The history

In 2013, the ROBO Index launched and became the world’s first investment strategy tracking the publicly traded universe of automation and robotics stocks. Building on that innovation, THNQ launched in 2018, capturing innovative AI stocks. HTEC, which focuses on disruptive companies in healthcare technology, launched in 2019.

ROBO, THNQ and HTEC indexes offer broad and diversified exposure to industry-leading technology companies. Trusted by investors around the world, our indexes underscore our commitment to pioneering opportunities in robotics, AI, and healthcare tech.

Strategic advisory board

Index construction is advised by world-renowned experts in robotics and artificial intelligence, including four PhDs and two winners of the prestigious Engelberger Robotics Award. The strategic advisory board works closely with our research team to identify early key industry trends and associated companies.

Daniela Rus, PhD
Daniela Rus, PhD
Director, Computer Science and Artificial Intelligence Laboratory
Professor, Massachusetts Institute of Technology
Henrik Christensen, PhD
Henrik Christensen, PhD
Director, Contextual Robotics Institute
Professor, University of California, San Diego
Illah Nourbakhsh, PhD
Illah Nourbakhsh, PhD
Director, Robotics Institute CREATE Lab
Professor of Robotics,
Carnegie Mellon University
Wyatt Newman, PhD
Wyatt Newman, PhD
Professor Emeritus, Dept. of Electrical Engineering and Computer Science, 
Case Western 
Reserve University
Morten Paulsen
Morten Paulsen
Managing Director and Head of Research,
CLSA Japan

Latest research

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Meet our experts

Our global team of index specialists brings deep asset management expertise from top financial firms around the world. With over 100 years of combined experience, our leadership and research teams do more than build benchmarks; they deliver critical education and insights for the global investor community.

Brian Coco
Chief Product Officer
Stacey Morris
Head of Index Product Research
Zeno Mercer
Head of Robotics 
& AI Research
Rafael Silva
Research Analyst