Education Technologies Index™

The Education Technologies Index™ is designed to represent the performance of the full opportunity set of the digital transformation of learning globally. It is a passive equity index that includes 50 education technology companies out of a universe of 250+ publicly traded companies. You can find it on Bloomberg and on Reuters with the ticker symbol EDTECH.Learning technologies are tools that improve how we learn from early childhood throughout our lives. They include simulators that help professionals in technical disciplines hone their skills, on-demand tutoring services, and the broad range of talent development, lifelong upskilling, and certifications used by employers. Essentially these are technology-enabled tools and services that improve and sustain the employability of all.The transformation of learning is well underway, but why does it matter from an investor point of view? It matters because education is a very large part of our economy. The Organization for Economic Cooperation and Development (OECD) reports that education represents 5% of the world’s gross domestic product $4 trillion in economic activity.Major forces are changing the market. Even before the COVID pandemic, people were flocking to online learning, frustrated by the high cost, limitations, and inconvenience of traditional education. Cloud-based technologies are pervasive across consumers and enterprises, and their social acceptance is accelerating globally. The digital transformation of learning is accelerating supported by a surge in venture capital investment, delivering better educational outcomes at lower cost. The genie is out of the bottle and it is creating a large thematic global investment opportunity for equity investors.The Education Technologies Index™ has a market-tested methodology focused on liquidity and diversification. An interdisciplinary team of experts in indexing, asset management, digital education, venture capital, and technology developed the index.Unlike many Environmental, Social, and Governance (ESG) labeled investment products, the education category is foundational to responsible investing. For example, education is core to the United Nations Sustainable Development Goals that drive ESG metrics, especially for economic inclusion and prosperity. The Education Technologies Index™ has strong exposure to truly ESG-principled companies.The Education Technologies Index™ is a simple, transparent, and low-cost tool for providing thematic yet diversified exposure to a large growth industry benefitting from powerful macro trends. This investment strategy can be implemented across separately managed accounts (SMAs), structured products, and exchange traded funds (ETFs).The Education Technologies Index™ – Do well by doing good.

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