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How to Invest in AI - Top 10 Artificial Intelligence Stocks
Macrovue‘s Webinar
How To Investing in Artificial
Intelligence
Top 10 AI Shares
3 May 2018 – 12:30 PM AEST
2
Important Information
3
The content and delivery of this presentation is general information only
and does not constitute personal financial advice. It does not take into
account any person’s financial objectives, situation or needs.
The content is provided for information purposes only and is not a
recommendation to make any investment or adopt any investment
strategy. Past performance is not indicative of future performance. We
recommend you obtain personal financial and tax advice before deciding
to take any action as a result of the content of this presentation.
Future outcomes are inherently uncertain. Actual outcomes may differ
materially from those contemplated in any opinions, estimates or other
forward-looking statements given in this presentation.
• 10+ years experience in equities
investments, relationship
management and leading
customer focused teams
• Financial Adviser Coach at BT
Financial Group and Management
experience with Commonwealth
Bank and Link Group
Maz Zaman
Head of Client Services
The image part with relationship ID rId2 was not found in the file.
• 30+ years of fund management
and global investment
experience including Head of
International at Perennial, AMP,
PM Capital & QBE
• Respected commentator on
global markets on CNBC &
Bloomberg
Clay Carter
Chair of Investment Committee
• Equity Research Analyst at Bank
of America-Merrill Lynch
• Quant Analyst at Putnam
Investments (Boston)
• Masters in Financial Engineering,
Columbia University
• MBA, Duke University
Dev Sinha
Director of Investment Products
Speaker Panel
4
Agenda
5
Topic Presenter
Introduction to Macrovue and Stock Portfolios Maz Zaman
The investment case for AI Dev Sinha
Artificial Intelligence Stock Portfolio Clay Carter
How to Invest in AI with Macrovue Maz Zaman
Q & A All
Introduction to Macrovue
Speaker: Maz Zaman, Head of Client Services
6
Invest in Global Trends & Themes
Easily invest in the best companies shaping
the world of tomorrow through customisable
thematic share portfolios called Vues
About Macrovue
7
Invest in International Shares
Access to over 20,000 stocks and ETFs in 18
stock exchanges around the world
Macrovue is the world's first global thematic investment platform giving Australians the ability to:
Social
Water Gold
Vues (Thematic Share Portfolios)
• customisable portfolios of 10 global stocks
designed to give you exposure to global
trends, issues or investment styles
• They are monitored daily and actively
reviewed minimum every 3 months
• Our experienced research team picks the
top 10 stocks using a rigorous quantitative
model
Vues – Thematic Stock Portfolios
8
Invest in companies
benefiting from the
growth in the demand
for water management
and related
infrastructure,
products, and services.
Global Issue:
Water Scarcity
Invest in: Global Trends, Issues, or Investment Styles
Vue:
Water Liquid Gold
Invest in companies with a
history of stable and
growing dividends. Vue
includes companies like
McDonald’s, Pfizer and
Microsoft.
Investment Style:
High Quality
Vue:
High Quality
Invest in companies
across the value chain of
electric vehicles and
autonomous vehicles
including automakers and
technology companies.
Global Trend:
Car Technology
Vue:
Car of the Future
9
The Investment Case for
Artificial Intelligence –
The Fourth Industrial Revolution
Speaker: Dev Sinha, Director of Investment Products
10
AI – The next digital frontier
11
• Artificial Intelligence or “AI”: the ability of
machines to exhibit human-like intelligence
using computer systems
• Have the ability to learn, reason, discover
meaning, perceive their environment, learn
from experience, and interact
• Solve problems without the use of hand-
coded software containing detailed
instructions.
The importance of AI
12
“AI is one of the most important things that
humanity is working on. It’s more profound
than, I don’t know, electricity or fire.”
Sundar Pichai, CEO of Google
Scale of impact: US$15.7 trillion gain to global GDP
13
US$15.7
trillion
Potential gains to global GDP by
2030
Source: PwC
• Driven by wide scale digital transformation
underway across industries
• Gains to GDP of US$6.6 trillion likely to be
derived from productivity gains; remaining
US$9.1 trillion from consumption side gains
• North America (US$3.7 trillion, 14.5% of
GDP) and China (US$7.0 trillion, 26.1% of
GDP) likely to be key beneficiaries from
adoption of AI
AI to grow faster than Cloud or Big Data: +54.4% CAGR to 2020
14
Source: IDC
7.85
12.5
46.01
2016 2017 2020
Global Revenues in
Cognitive & AI Systems
(US$ bn)
+54.4% CAGR
54.4%
47.6%
23.0%
20.0%
0%
10%
20%
30%
40%
50%
60%
Cognitive & AI SystemsAI Hardware Big Data Cloud
Comparison of Compound
Accumulated Growth Rate (CAGR)
2016-2020
AI Hardware: US$115 billion market by 2025
15
• Total market for AI hardware is
expected to grow from US$3.5 billion in
2016 to US$115.4 billion by 2025 at a
compound annual growth rate (CAGR)
of +47.6%
• Cloud and server are the two largest
segments, accounting for the majority of
sales in 2016 (US$2.4 billion)
• Cloud segment of AI hardware is the
fastest growing category with a CAGR
of +60.1%
• AI Workstation is second fastest
growing category with a CAGR of
+56.5%
Why now - Key enablers underpinning AI
16
Artificial Intelligence
More
Advanced &
cheaper
computing
power
More
sophisticated
learning
algorithms
Big Data Cloud
Artificial Intelligence Stock Portfolio
(Vue)
Speaker: Clay Carter, Head of Investment Committee
17
AI is not in the future, it is already here
18
AI enabled systems for fraud detection ...
… Or hardware applications
Chatbots for customer service …
Source: Business Wire
Applications of AI beyond finance & technology
19
AI
Retailers
Manufacturing
Healthcare
Electric
Utilities
• Retail: Improved operational
efficiency, better demand forecasts and
better shopping experience for
customers.
• Electric Utilities: Smarter “smart
grid”, better energy efficiency and
optimise infrastructure build.
• Manufacturing: Improved
productivity, better quality control &
higher efficiency.
• Healthcare: Vast range of possibilities.
Some potential applications include
analysing reports and data for diagnosis
of diseases, data analysis to forecast
spread of diseases and more efficient
medical treatment for better patient
outcomes.
Major players in Artificial Intelligence
20
• AI “Champions League” – the mega
cap companies with deep pockets:
the likes of
Google, Facebook, Microsoft.
• Existing platforms providing excellent
training ground for AI algorithms
• Focus on defending competitive
edge and core business model via AI
applications
• AI critical to continued success of the
FANGs (Facebook, Amazon, Netflix
& Google)
Enablers of AI
21
• Offering AI as a service to their clients
and/or…
• …Using AI to improve productivity within
their own businesses.
• Other factors considered during portfolio
construction –
(a) how big of a driver is AI?
(b) When is AI likely to be a large
revenue generator?
To discover all 10 artificial intelligence stocks that were hand-picked by
Macrovue’s Investment team, visit www.macrovue.com.au
Other areas of focus within AI
22
AI Technology
Systems
Autonomous
Vehicles
Computer
Vision
Language
Virtual
Agents
Machine
Learning
Robotics
How to Invest in AI
Speaker: Maz Zaman, Head of Client Services
23
Macrovue’s AI Stock Portfolio - Easy to invest
24
AI Stock Portfolio (Vue): Diversified across industry, country, & size
25
• Portfolio composition reflects relative
importance of first order beneficiaries: 60%
allocation to IT Services and Internet
Software/Services
• Tilted toward larger companies
• Balanced exposure to the US, Europe and
Asia
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
IT Services Internet
Software/Services
Packaged Software Internet Retail Semiconductors
Industry Exposure
40.0%
20.0%
10.0%
10.0%
10.0%
10.0%
Country Allocation
UNITED STATES CHINA FRANCE ISRAEL IRELAND GERMANY
10.00%
90.00%
Size Exposure
MID CAP LARGE CAP
Step 1
20,000 stocks are screened based on the investment trend and style.
Taking into consideration factors such as:
• Market Capitalisation
• Liquidity
• Dividend yield and other factors.
Step 2
50 to 250 stocks are scored and ranked using Macrovue's Quantitative
model / filtering system. Top 40% companies are then chosen. The
ranking system is based on fundamentals such as earnings, cash
held, balance sheet, etc.
Step 3
20 to 40 stocks are fundamentally researched and analysed ensuring the
companies have strong and sustainable fundamentals and are diversified
by geography, industry and company size.
Our proprietary multi-factor portfolio construction process is
what makes our portfolios an attractive investment
• Market Capitalisation: >US
$1bn
• Liquidity: > US $1mn
• Exposure to theme: revenues
derived from auto industry.
• We arrive at ~60 stocks at
this stage.
• Post quant filter, we get to
~20-25 stocks.
Example Vue:
Car of the Future
Result
The final 10 stocks are picked
based on fundamentals &
considerations for diversification.
Vue
Only the 10 best stocks are picked to create the Vue. They are then
monitored and regularly reviewed to meet the goals of the Vue based on
trend, issue or style.
Screen Universe
Macrovue Quant
Model
Fundamental
Overlay
100 - 250 Stocks
20,000 Stocks
20 - 40 Stocks
10 Stock Portfolio
(Vue)
Trend / Issue / Style
Macrovue’s Share Portfolio Construction Process
26
Comprehensive Platform
27
Review and
Rebalance
Investors are notified
of any stock
updates/notifications
and have the option
of making the same
changes with one-
click
A Vue is a simple
way to transact on
multiple stocks with
one click. You can
also create and
manage your own
Vues.
Easy to Use
Portfolio
Diversification
Reduce concentration
risk from Australian
equities and property
and access a larger
pool of investments
across various
countries and
industries.
4
Invest in the Vues
of your choice:
Invest in global trends
through Vues
1
Join Macrovue for free
in 30 seconds:
Sign up, track and
manage everything
online
3
Deposit funds from
any bank account:
Trade Australian and
international shares
2
Create a free
trading account:
Individual, Joint,
Trust or SMSF
Accounts
How to Invest in AI Stock Portfolio With Macrovue
28
To view top 10 Artificial Intelligence
Stocks Selected By Macrovue’s
Investment team, visit
www.macrovue.com.au
29
Summary
30
What was covered Presenter
Introduction to Macrovue and Vues Maz Zaman
The investment case for AI Dev Sinha
Artificial Intelligence Share Portfolio (Vue) Clay Carter
How to Invest in AI with Macrovue Maz Zaman
Q & A All
Important Information
31
The content and delivery of this presentation is general information only
and does not constitute personal financial advice. It does not take into
account any person’s financial objectives, situation or needs.
The content is provided for information purposes only and is not a
recommendation to make any investment or adopt any investment
strategy. Past performance is not indicative of future performance. We
recommend you obtain personal financial and tax advice before deciding
to take any action as a result of the content of this presentation.
Future outcomes are inherently uncertain. Actual outcomes may differ
materially from those contemplated in any opinions, estimates or other
forward-looking statements given in this presentation.
Thank you for joining our webinar
www.macrovue.com.au

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How to Invest in AI - Top 10 Artificial Intelligence Stocks

  • 2. Macrovue‘s Webinar How To Investing in Artificial Intelligence Top 10 AI Shares 3 May 2018 – 12:30 PM AEST 2
  • 3. Important Information 3 The content and delivery of this presentation is general information only and does not constitute personal financial advice. It does not take into account any person’s financial objectives, situation or needs. The content is provided for information purposes only and is not a recommendation to make any investment or adopt any investment strategy. Past performance is not indicative of future performance. We recommend you obtain personal financial and tax advice before deciding to take any action as a result of the content of this presentation. Future outcomes are inherently uncertain. Actual outcomes may differ materially from those contemplated in any opinions, estimates or other forward-looking statements given in this presentation.
  • 4. • 10+ years experience in equities investments, relationship management and leading customer focused teams • Financial Adviser Coach at BT Financial Group and Management experience with Commonwealth Bank and Link Group Maz Zaman Head of Client Services The image part with relationship ID rId2 was not found in the file. • 30+ years of fund management and global investment experience including Head of International at Perennial, AMP, PM Capital & QBE • Respected commentator on global markets on CNBC & Bloomberg Clay Carter Chair of Investment Committee • Equity Research Analyst at Bank of America-Merrill Lynch • Quant Analyst at Putnam Investments (Boston) • Masters in Financial Engineering, Columbia University • MBA, Duke University Dev Sinha Director of Investment Products Speaker Panel 4
  • 5. Agenda 5 Topic Presenter Introduction to Macrovue and Stock Portfolios Maz Zaman The investment case for AI Dev Sinha Artificial Intelligence Stock Portfolio Clay Carter How to Invest in AI with Macrovue Maz Zaman Q & A All
  • 6. Introduction to Macrovue Speaker: Maz Zaman, Head of Client Services 6
  • 7. Invest in Global Trends & Themes Easily invest in the best companies shaping the world of tomorrow through customisable thematic share portfolios called Vues About Macrovue 7 Invest in International Shares Access to over 20,000 stocks and ETFs in 18 stock exchanges around the world Macrovue is the world's first global thematic investment platform giving Australians the ability to:
  • 8. Social Water Gold Vues (Thematic Share Portfolios) • customisable portfolios of 10 global stocks designed to give you exposure to global trends, issues or investment styles • They are monitored daily and actively reviewed minimum every 3 months • Our experienced research team picks the top 10 stocks using a rigorous quantitative model Vues – Thematic Stock Portfolios 8
  • 9. Invest in companies benefiting from the growth in the demand for water management and related infrastructure, products, and services. Global Issue: Water Scarcity Invest in: Global Trends, Issues, or Investment Styles Vue: Water Liquid Gold Invest in companies with a history of stable and growing dividends. Vue includes companies like McDonald’s, Pfizer and Microsoft. Investment Style: High Quality Vue: High Quality Invest in companies across the value chain of electric vehicles and autonomous vehicles including automakers and technology companies. Global Trend: Car Technology Vue: Car of the Future 9
  • 10. The Investment Case for Artificial Intelligence – The Fourth Industrial Revolution Speaker: Dev Sinha, Director of Investment Products 10
  • 11. AI – The next digital frontier 11 • Artificial Intelligence or “AI”: the ability of machines to exhibit human-like intelligence using computer systems • Have the ability to learn, reason, discover meaning, perceive their environment, learn from experience, and interact • Solve problems without the use of hand- coded software containing detailed instructions.
  • 12. The importance of AI 12 “AI is one of the most important things that humanity is working on. It’s more profound than, I don’t know, electricity or fire.” Sundar Pichai, CEO of Google
  • 13. Scale of impact: US$15.7 trillion gain to global GDP 13 US$15.7 trillion Potential gains to global GDP by 2030 Source: PwC • Driven by wide scale digital transformation underway across industries • Gains to GDP of US$6.6 trillion likely to be derived from productivity gains; remaining US$9.1 trillion from consumption side gains • North America (US$3.7 trillion, 14.5% of GDP) and China (US$7.0 trillion, 26.1% of GDP) likely to be key beneficiaries from adoption of AI
  • 14. AI to grow faster than Cloud or Big Data: +54.4% CAGR to 2020 14 Source: IDC 7.85 12.5 46.01 2016 2017 2020 Global Revenues in Cognitive & AI Systems (US$ bn) +54.4% CAGR 54.4% 47.6% 23.0% 20.0% 0% 10% 20% 30% 40% 50% 60% Cognitive & AI SystemsAI Hardware Big Data Cloud Comparison of Compound Accumulated Growth Rate (CAGR) 2016-2020
  • 15. AI Hardware: US$115 billion market by 2025 15 • Total market for AI hardware is expected to grow from US$3.5 billion in 2016 to US$115.4 billion by 2025 at a compound annual growth rate (CAGR) of +47.6% • Cloud and server are the two largest segments, accounting for the majority of sales in 2016 (US$2.4 billion) • Cloud segment of AI hardware is the fastest growing category with a CAGR of +60.1% • AI Workstation is second fastest growing category with a CAGR of +56.5%
  • 16. Why now - Key enablers underpinning AI 16 Artificial Intelligence More Advanced & cheaper computing power More sophisticated learning algorithms Big Data Cloud
  • 17. Artificial Intelligence Stock Portfolio (Vue) Speaker: Clay Carter, Head of Investment Committee 17
  • 18. AI is not in the future, it is already here 18 AI enabled systems for fraud detection ... … Or hardware applications Chatbots for customer service … Source: Business Wire
  • 19. Applications of AI beyond finance & technology 19 AI Retailers Manufacturing Healthcare Electric Utilities • Retail: Improved operational efficiency, better demand forecasts and better shopping experience for customers. • Electric Utilities: Smarter “smart grid”, better energy efficiency and optimise infrastructure build. • Manufacturing: Improved productivity, better quality control & higher efficiency. • Healthcare: Vast range of possibilities. Some potential applications include analysing reports and data for diagnosis of diseases, data analysis to forecast spread of diseases and more efficient medical treatment for better patient outcomes.
  • 20. Major players in Artificial Intelligence 20 • AI “Champions League” – the mega cap companies with deep pockets: the likes of Google, Facebook, Microsoft. • Existing platforms providing excellent training ground for AI algorithms • Focus on defending competitive edge and core business model via AI applications • AI critical to continued success of the FANGs (Facebook, Amazon, Netflix & Google)
  • 21. Enablers of AI 21 • Offering AI as a service to their clients and/or… • …Using AI to improve productivity within their own businesses. • Other factors considered during portfolio construction – (a) how big of a driver is AI? (b) When is AI likely to be a large revenue generator? To discover all 10 artificial intelligence stocks that were hand-picked by Macrovue’s Investment team, visit www.macrovue.com.au
  • 22. Other areas of focus within AI 22 AI Technology Systems Autonomous Vehicles Computer Vision Language Virtual Agents Machine Learning Robotics
  • 23. How to Invest in AI Speaker: Maz Zaman, Head of Client Services 23
  • 24. Macrovue’s AI Stock Portfolio - Easy to invest 24
  • 25. AI Stock Portfolio (Vue): Diversified across industry, country, & size 25 • Portfolio composition reflects relative importance of first order beneficiaries: 60% allocation to IT Services and Internet Software/Services • Tilted toward larger companies • Balanced exposure to the US, Europe and Asia 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% 35.0% IT Services Internet Software/Services Packaged Software Internet Retail Semiconductors Industry Exposure 40.0% 20.0% 10.0% 10.0% 10.0% 10.0% Country Allocation UNITED STATES CHINA FRANCE ISRAEL IRELAND GERMANY 10.00% 90.00% Size Exposure MID CAP LARGE CAP
  • 26. Step 1 20,000 stocks are screened based on the investment trend and style. Taking into consideration factors such as: • Market Capitalisation • Liquidity • Dividend yield and other factors. Step 2 50 to 250 stocks are scored and ranked using Macrovue's Quantitative model / filtering system. Top 40% companies are then chosen. The ranking system is based on fundamentals such as earnings, cash held, balance sheet, etc. Step 3 20 to 40 stocks are fundamentally researched and analysed ensuring the companies have strong and sustainable fundamentals and are diversified by geography, industry and company size. Our proprietary multi-factor portfolio construction process is what makes our portfolios an attractive investment • Market Capitalisation: >US $1bn • Liquidity: > US $1mn • Exposure to theme: revenues derived from auto industry. • We arrive at ~60 stocks at this stage. • Post quant filter, we get to ~20-25 stocks. Example Vue: Car of the Future Result The final 10 stocks are picked based on fundamentals & considerations for diversification. Vue Only the 10 best stocks are picked to create the Vue. They are then monitored and regularly reviewed to meet the goals of the Vue based on trend, issue or style. Screen Universe Macrovue Quant Model Fundamental Overlay 100 - 250 Stocks 20,000 Stocks 20 - 40 Stocks 10 Stock Portfolio (Vue) Trend / Issue / Style Macrovue’s Share Portfolio Construction Process 26
  • 27. Comprehensive Platform 27 Review and Rebalance Investors are notified of any stock updates/notifications and have the option of making the same changes with one- click A Vue is a simple way to transact on multiple stocks with one click. You can also create and manage your own Vues. Easy to Use Portfolio Diversification Reduce concentration risk from Australian equities and property and access a larger pool of investments across various countries and industries.
  • 28. 4 Invest in the Vues of your choice: Invest in global trends through Vues 1 Join Macrovue for free in 30 seconds: Sign up, track and manage everything online 3 Deposit funds from any bank account: Trade Australian and international shares 2 Create a free trading account: Individual, Joint, Trust or SMSF Accounts How to Invest in AI Stock Portfolio With Macrovue 28
  • 29. To view top 10 Artificial Intelligence Stocks Selected By Macrovue’s Investment team, visit www.macrovue.com.au 29
  • 30. Summary 30 What was covered Presenter Introduction to Macrovue and Vues Maz Zaman The investment case for AI Dev Sinha Artificial Intelligence Share Portfolio (Vue) Clay Carter How to Invest in AI with Macrovue Maz Zaman Q & A All
  • 31. Important Information 31 The content and delivery of this presentation is general information only and does not constitute personal financial advice. It does not take into account any person’s financial objectives, situation or needs. The content is provided for information purposes only and is not a recommendation to make any investment or adopt any investment strategy. Past performance is not indicative of future performance. We recommend you obtain personal financial and tax advice before deciding to take any action as a result of the content of this presentation. Future outcomes are inherently uncertain. Actual outcomes may differ materially from those contemplated in any opinions, estimates or other forward-looking statements given in this presentation.
  • 32. Thank you for joining our webinar www.macrovue.com.au