Evolve Cyber Security Index Fund TSX TICKERS: CYBR, CYBR.B & CYBR.U FUNDSERV: EVF150 & EVF151 The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
The contents of this presentation are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read the fund’s prospectus and consult your financial advisor before investing. This presentation is not an offer or solicitation of an offer or a recommendation to buy or sell any securities or financial instrument, nor shall it be deemed to provide investment, tax or accounting advice. The information contained herein is intended as a summary only and is qualified entirely by, and should be read in conjunction with, the more detailed information appearing in the prospectuses dated November 14, 2019, November 15, 2019, December 19, 2019, April 28, 2020, August 17, 2020, and September 4, 2020. Commissions, management fees and expenses all may be associated with exchange traded funds (ETFs) and mutual funds (funds). Please read the prospectus before investing. ETFs and mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. There are risks involved with investing in ETFs and mutual funds. Please read the prospectus for a complete description of risks relevant to ETFs and mutual funds. Investors may incur customary brokerage commissions in buying or selling ETF and mutual fund units. Certain statements contained in this presentation may constitute forward-looking information within the meaning of Canadian securities laws. Forward-looking information may relate to a future outlook and anticipated distributions, events or results and may include statements regarding future financial performance. In some cases, forward-looking information can be identified by terms such as "may", "will", "should", "expect", "anticipate", "believe", "intend" or other similar expressions concerning matters that are not historical facts. Actual results may vary from such forward-looking information. Evolve Funds undertakes no obligation to update publicly or otherwise revise any forward-looking statement whether as a result of new information, future events or other such factors which affect this information, except as required by law. Bloomberg and Bloomberg.com are trademarks and service marks of Bloomberg Finance L.P., a Delaware limited partnership, or its subsidiaries. All rights reserved. Morningstar and Morningstar Direct are trademarks and service marks of Morningstar Canada. All rights reserved. The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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"Over the next decade, an estimated $90 trillion will be added to equity market appreciation. More than half of that is expected to come from disruptive technologies.� - Inside the Strategy Room by McKinsey & Company
The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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What is Cybersecurity? Cybersecurity is the practice of protecting systems, networks, and programs from digital attacks. These cyberattacks are usually aimed at accessing, changing, or destroying sensitive information; extorting money from users; or interrupting normal business processes.
The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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Industry: Cybersecurity
75 billion
$10.5 trillion
3.5 million
#1
Number of devices connected by 20251
Estimated cost to global economy by 20252
Cybersecurity job openings by 20213
Risk facing enterprises today is cybercrime4
Accenture Technology Vision 2019 Cybersecurity Ventures, 2020 3 http://www.statcan.gc.ca/pub/11-627-m/11-627-m2017036-eng.htm 4 Cybersecurity Ventures, Gartner, 2017 1 2
The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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Data Breaches Are Costly to Shareholders Breach occurred on July 29, 2017 Disclosed on September 7, 2017 EFX US EQUITY: Equifax Inc.
-34.85%
Source: Bloomberg Finance L.P. as at December 31, 2017
143 million
the number of stolen user accounts, including: Social Security numbers, birth dates and addresses The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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Recent Cyberbreaches
Source: https://www.informationisbeautiful.net/visualizations/worlds-biggest-data-breaches-hacks/ The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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Size of the Global Cybersecurity Industry $180
Revenue (in billions)
$160
$159
$160
$140 $120
$92
$100 $80 $60 $40 $20 $0
Cybersecurity Industry
Canadian Banking Industry
Canadian Real Estate Sector
Source: https://cybersecurityventures.com/cybersecurity-market-report/ Source: https://www.consulting.ca/news/835/canadian-banks-see-revenue-grow-61-to-159-billion-in-fy18 Source: Bloomberg The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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Growth Expectations for the Cyber Security Market One of the fastest growing industries in the economy that supports all new technologies. +111B (+70%)
270 251 233
Global cyber security spend
216
US$B per annum, constant prices
202
113 88
95
122
131
145
159
101 87
94
101
109
117
173
126
187
136
Average Spend
147
159
172
185
200
63
68
74
27
28
30
31
33
35
36
38
40
42
44
46
48
51
26 2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
1
External
75%
2
Internal
25%
External spend based on forecasts to 2020 provided by Gartner, extrapolated to 2026 using the average growth rates from 2016-2020. Internal spend refers to the compensation of in-house FTEs. Estimated based on Gartner data on global internal spending. Internal spend grows more slowly than external spend, linked to the increasing adoption of external managed security services. 1 2
Source: Gartner; ABS; Burning Glass; expert interviews; team analysis The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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The Good Guys
The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
As at October 30, 2020.
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Cybersecurity Tips Update your username and password Don’t click on a link or attachment unless it’s from a trusted source Scroll over the email address of the sender if an email seems suspicious Avoid using public WiFi Make sure to keep your software updated Use two-factor authentication
The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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Investment Opportunities in Cybersecurity ? Evolve Cyber Security Index Fund
ETF CYBR (Hedged) CYBR.B (Unhedged) CYBR.U (USD)
MUTUAL FUND EVF150 (Class F) EVF151 (Class A)
Learn more at https://evolveetfs.com/product/cybr/
WHO SHOULD CONSIDER THIS ETF? Investors who are: • Interested in companies involved in the cyber security industry through hardware and software development • Seeking capital appreciation through having exposure to international equities in developed markets • Willing to take the risk associated with equity investments • Technology executives and tech business owners • Interested in Socially Responsible Investments (SRI) and Environmental Social Governance (ESG) mandates
The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing. Commissions, management fees and expenses all may be associated with exchange traded funds (ETFs) and mutual funds (funds). Please read the prospectus before investing. ETFs and mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. There are risks involved with investing in ETFs and mutual funds. Please read the prospectus for a complete description of risks relevant to ETFs and mutual funds. Investors may incur customary brokerage commissions in buying or selling ETF and mutual fund units. 14
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The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. Read a fund’s prospectus and consult your financial advisor before investing.
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