Replay: The Humanoid Robotics Opportunity & KOID ETF: Insights for Janney Advisors and Their Clients
Tuesday, August 25, 2026 11:00 am - 12:00 pm EDT
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Event Details:
Replay: The Humanoid Robotics Opportunity & KOID ETF: Insights for Janney Advisors and Their Clients Tuesday, August 25, 2026 11:00 am - 12:00 pm EDT
AI is moving beyond the screen and into the physical world. Bank of America (BofA) Global Research forecasts annual humanoid robot shipments will surge from 20,000 units in 2025 to 10 million by 2035.1 Goldman Sachs is also projecting significant market expansion, forecasting a compound annual growth rate (CAGR) of 41.8% over the next decade.2 The Morgan Stanley Global Humanoid Model projects there could be 1 billion humanoids and $5 trillion in annual revenue by 2050.3
This long term outlook closely aligns with the investment philosophy behind the KraneShares Global Humanoid and Physical AI Index ETF (Ticker: KOID), which targets companies across the full humanoid value chain.
Join KraneShares CIO Brendan Ahern and KraneShares Senior Investment Strategist Derek Yan, CFA, for an exclusive webinar for Janney advisors where they will cover:
- A live demo of the Unitree G1 Ultimate humanoid robot
- How BofA, Goldman Sachs, and Morgan Stanley robotics and automation research aligns with KOID’s strategy across the humanoid value chain
- KOID is approved on the Janney platform
- The long term investment case for humanoids as a structural growth driver within AI, industrial transformation, and future of work allocations for client portfolios
- How KOID provides targeted, pure play exposure to humanoid robotics and physical AI, and how it differs from broader robotics or automation strategies
- Comprehensive Q&A
Janney advisors will also have the opportunity to schedule an on‑site demonstration of KraneShares' own Unitree Robot, KOID. Please reach out to [email protected] to schedule a meeting
Citations:
- Data from “Physical AI, Part 2: Humanoid Robots,” BofA Institute, as of 3/12/2026.
- Data from “The global market for humanoid robots could reach $38 billion by 2035,” Goldman Sachs Research, as of 2/27/2024.
- Data from “Humanoids: 1bn Robots and $5tn Revenues by 2050, China is in Pole Position,” Morgan Stanley Research, as of 4/28/2025.
For KOID standard performance, top 10 holdings, risks, and other fund information, please click here.
The views and opinions expressed in this presentation are those of the presenters as of the recording date and are subject to change without notice. Statements regarding future developments, adoption, growth, market size, industry trends, technological advancements, or potential applications of humanoid robotics, artificial intelligence, and related technologies reflect the presenters’ opinions. They should not be construed as statements of fact, investment advice, recommendations, endorsements, guarantees, or predictions of future performance. Any third-party forecasts, estimates, projections, or market research referenced are provided for informational purposes only, are based on assumptions, and may not prove accurate. Actual results, adoption rates, technological developments, market conditions, and investment outcomes may differ materially from those discussed. Nothing contained herein should be relied upon as a recommendation to buy, sell, or hold any security, including KOID.
