{
  "docId": "019dd923-5e88-73ef-bd5a-4cffcfbf8304",
  "docSlug": "5870662043c4fcc4",
  "documentTitle": "client investment fundamentals session1",
  "authorId": "GoldmanSachs",
  "authorName": "Goldman Sachs",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "equity_research",
  "sourceTypeLabel": "Equity research",
  "presentationDate": null,
  "orientation": "portrait",
  "aspectRatio": 0.773,
  "pageNumber": 1,
  "pageCount": 5,
  "prevPage": null,
  "nextPage": 2,
  "slideType": "initiative_list",
  "function": "present_solution",
  "density": "overcrowded",
  "nDataPoints": 0,
  "notes": "The slide uses a hub-and-spoke diagram to categorize 25 innovations into 5 thematic buckets.",
  "elementsJson": [
    "headline_text",
    "paragraph",
    "process_diagram",
    "icon_grid"
  ],
  "metadataConfidence": 1,
  "imagePath": "https://imgproxy.kitesheet.com/kk0fMjOXvD-cuIXwyzCnQHyA_R9sHcvzfssqgQk8awo/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81ODcwNjYyMDQzYzRmY2M0L3AwMDEuanBn",
  "slideHref": "/slides/019dd923-5e88-73ef-bd5a-4cffcfbf8304/1",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5a-4cffcfbf8304",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5a-4cffcfbf8304.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5a-4cffcfbf8304#slide-1",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "GSAM has identified 25 innovations, organized into five key themes, each underpinned by structural growth and encompassing both the creators and adopters of innovation.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-1641-767d-8507-d066c77e68b3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.5,
        "x": 0.25,
        "y": 0.6
      },
      "kind": "diagram",
      "text": "5 Transformational Changes, 25 Innovations",
      "attrs": null,
      "subkind": "hub-spoke",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "773747ac-3cf6-4f0c-ba15-8cce509adad0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.25,
        "x": 0.058,
        "y": 0.65
      },
      "kind": "list",
      "text": "New Age Consumer (GBUY): E-Commerce, Social Media, Online Gaming, Online Music & Video, Evolution of Education, Health & Wellness, Experiences Over Goods",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "265eaa1f-81bd-495d-a520-0cc4c03ad1dc",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.25,
        "x": 0.09,
        "y": 0.85
      },
      "kind": "list",
      "text": "Manufacturing Revolution (GMAN): Robotics, 3D Printing, Future Mobility, Drones, Clean Energy",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2be09758-cbd3-47ad-ab05-e626c0f2a3dd",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.25,
        "x": 0.65,
        "y": 0.85
      },
      "kind": "list",
      "text": "Human Evolution (GDNA): Precision Medicine, Robotic Surgery, Genomics, Life Extension, Digital Health",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "73b917c5-2779-4e61-b1b0-24b011306b88",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.25,
        "x": 0.54,
        "y": 0.62
      },
      "kind": "list",
      "text": "Data-Driven World (GDAT): Artificial Intelligence, Big Data, Cybersecurity, Internet of Things, Data Infrastructure",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "abfa8f9a-81c2-4c49-8437-9fceda74277a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.25,
        "x": 0.71,
        "y": 0.72
      },
      "kind": "list",
      "text": "Finance Reimagined (GFIN): Digitization of Finance, Asset Management Makeover, Blockchain",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c47a3c55-744b-4f61-bb0d-8d47e1c01461",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.88,
        "x": 0.058,
        "y": 0.485
      },
      "kind": "paragraph",
      "text": "We believe that people are best suited to forecast change that is radically different from the past. Leveraging insights from 50+ research analysts on GSAM’s Fundamental Equity team...",
      "attrs": null,
      "subkind": "description",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4507f87b-064f-4b38-9220-1ee5f1dca2b8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.88,
        "x": 0.058,
        "y": 0.285
      },
      "kind": "paragraph",
      "text": "Technological innovation is rapidly accelerating and, in turn, creating significant structural growth opportunities for investors. However, most portfolios are backward-looking, constrained by traditional sector classifications...",
      "attrs": null,
      "subkind": "description",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "90564273-9125-41a9-949a-b5ebd11d747d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.3,
        "x": 0.058,
        "y": 0.96
      },
      "kind": "source-note",
      "text": "Source: GSAM as of 5/31/2019. For illustrative purposes only.",
      "attrs": null,
      "subkind": "source-note",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2a15dc32-03c8-4ed0-bb0a-ef99b2875373",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.65,
        "x": 0.058,
        "y": 0.258
      },
      "kind": "title",
      "text": "Next Wave of Innovation: Build Your Portfolio For the Future, Not the Past",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f5991360-d31b-4f76-9b02-6fea1fbc52a3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.41,
        "x": 0.058,
        "y": 0.218
      },
      "kind": "title",
      "text": "Goldman Sachs Thematic ETFs",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8168cb51-7082-42a6-8339-7d58a22aa4aa",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.55,
        "x": 0.058,
        "y": 0.458
      },
      "kind": "title",
      "text": "Leveraging Human Insight to Predict Transformative Change",
      "attrs": null,
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "99d8b522-c148-4984-8422-32d8a1922111",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "2x2 matrix",
      "slug": "matrix-2x2",
      "agent": null,
      "layer": "slide",
      "matchId": "8f931b76-07d7-4fad-830c-1a55a6f10afd",
      "evidence": "5 Transformational Changes, 25 Innovations",
      "confidence": 0.5
    }
  ],
  "frameworks": [
    {
      "name": "hub-spoke",
      "slug": null,
      "matchId": "f34aa871-f10e-4c4a-a88b-a96d02c25510",
      "evidence": "Central circle with 5 radiating thematic categories",
      "confidence": 1
    }
  ],
  "arcBeats": [
    {
      "to": 1,
      "from": 1,
      "beatId": "0dcd1fd0-83ac-4507-90b5-0fa0c2a12997",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Situation & Context",
      "beatSlug": "consultants-gambit-situation-context",
      "evidence": "The first slide provides context on Goldman Sachs Thematic ETFs",
      "position": 0,
      "confidence": 0.8,
      "parentBeatName": "Setup",
      "parentBeatSlug": "setup"
    }
  ],
  "loops": [],
  "imagePathAlt": "https://imgproxy.kitesheet.com/dVVPJtKHdrbNPJZOnNPQ5WV-uCTD24ZNl4tYmjPMa_Q/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81ODcwNjYyMDQzYzRmY2M0L3AwMDEucG5n",
  "thumbSrc": "https://imgproxy.kitesheet.com/8IaYziAxn5vseTbMuJ-HVtrmC9_q8bTY2comfscKpxM/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81ODcwNjYyMDQzYzRmY2M0L3AwMDEuanBn",
  "thumbSrcAlt": "https://imgproxy.kitesheet.com/2RzWEtgItVLX2OZ6i8RWgAG9sWbVSF1rI9694lj23A4/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81ODcwNjYyMDQzYzRmY2M0L3AwMDEucG5n"
}