This document discusses an index for tracking companies involved in 5G technology. It describes the index's semi-annual rebalancing process and criteria for selecting companies, including a minimum market capitalization and liquidity, membership or participation in 5G standards organizations, and scoring based on 5G patents, consortium involvement, and financial metrics. The index is aimed at maximizing returns from dividend payments by reinvesting dividends.
3. Indexkonzept
Solactive 5G Technology Performance-Index
HALBJÄHRLICHE
ANPASSUNGEN
UNIVERSUM
FILTER
5G-
SCORING
LIQUIDITÄTSFILTER
− Marktkapitalisierung ≥ USD 750 Mio.
− Ø tägliches Handelsvolumen ≥ USD 1 Mio. (während der letzten 3 Monate, einschliesslich Selektionstag)
SCORING-
MODELL
GESAMT-
PUNKTZAHL
MULTI-
PLIKATOR
MINDESTENS EINE MITGLIEDSCHAFT UND/ODER AKTIVE TEILNAHME AN EINER 5G Standardisierungsorganisation (ODER
Konsortium)
Mobile
Network
Operator
Mobile
Network
Hardware
Provider
Mobile Device
Manufacturer
Mobile Network
Infrastructure
Provider
Broadband
Operators/
Fibre Equipm.
Manufacturer
Mobile
Semiconductors
DSP
Networking SW
4. 5G-Scoring-Model
Selection of relevant Companies
Total score
5G-
PATENTS
5G-Scoring-Model
Points are allocated on the basis of
three criteria.
The respective total score per criterion
is determined by adding up.
Industry multiplier
The total score is multiplied by a
multiplier depending on the industry
category.
How many patent applications
does the company have in the
field of 5G?
! The more, the higher the
score
5G-Consortias
How many is the
active or passive member, and
how many were co-founded?
! The more, the higher the
score
INDUSTRIE-
KATEGORIEN
Mobile
Network
Operator
Mobile
Device
Manufacturer
Mobile
Network
Hardware
Provider
Nx Nx
Nx
MULTIPLIKATOR
Mobile
Network
Infrastructure
Provider
Mobile
Semiconductors/
DSP/
Networking SW
Broadband
Operator/
Fibre Equipment
Manufacturer
Nx Nx
Nx
5. Indexconcept
Solactive 5G Technology Performance—Index
HALBJÄHRLICHE
ANPASSUNGEN
Semi-annual review of the index composition with subsequent rebalancing
UNIVERSE.
FILTER
5G-
SCORING
Financial
Metrics-
SCORING
INDEX
Netto-
Dividenden
1 werden
reinvestiert
SOLACTIVE 5G TECHNOLOGY PERFORMANCE-INDEX
LIQUIDITYFILTER
− Marcetcap ≥ USD 750 Mio.
− Ø daily trading volume ≥ USD 1 Mio. (during last 3 months, including selection day)
SCORING-
MODELL
GESAMT-
PUNKTZAHL
MULTI-
PLIKATOR
Free
CASHFLOW
Last Business Year
Revenue Growth
Last 5
Business Years
Profit-MARGIN
Last Business Year
R&D Expenditures
Last Business Year
CASH on bank
Last Business Year
AT LEAST ONE MEMBERSHIP AND/OR ACTIVE PARTICIPATION IN A 5G standardisation organisation (OR consortium)
Mobile
Network
Operator
Mobile
Network
Hardware
Provider
Mobile Device
Manufacturer
Mobile Network
Infrastructure
Provider
Broadband
Operators/
Fibre Equipm.
Manufacturer
Mobile
Semiconductors
DSP
Networking SW
6. Dividends market is a trillion dollar business
in paid withholding tax
on cross border securities
90 bn USD
in unreclaimed
withholding tax
on cross border
securities
18 bn USD
1000
1125
1250
1375
1500
2016 2017 2018 2019 2020E 2021E
1164
1255
1378
1428
1180
1500
Dividend payments in bn USD per year
in paid dividends
1372 bn USD
2018
V-shaped
recovery
6
7. Solution
Our B2C software helps private investors to reclaim their taxes by
automating the withholding tax refund process.
9. Building on more than 30 years combined startup experience up to unicorn status
9
Thomas Rappold
Co-Founder
Strategic Development
− Co-founder of
Unicorn Numbrs
− Successful tech
investor
− Bestselling author
Julian Nalenz
Co-Founder
Tax Processes & Database
− Computer science
TUM (B. Sc.)
− Worked at startups
ObjectBox &
BlitzMinds
Simon Scholz
Head of UX/UI
− Co-founder of CDF
Technologies
− Co-founder of
pitchtable.io
− Prev. worked at Audi
Jonas Tamimi
Head of Infrastructure
− Computer science FH
Dortmund (B. Sc.)
− Lecturer at Junior
University Wuppertal
Christian Schlienkamp
Head of Securities Database
− Computer science FH
Dortmund (B. Sc.)
− Founder of c|s
software & design