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Welcome to Krane Model Portfolios

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Disclosure Information

This website, including the model portfolios and other information contained on this website, is intended for use only by financial professionals as a resource in the development of a portfolio for the financial professional’s clients. This content is for information purposes only and is not intended to provide, and should not be relied on as, tax, legal, accounting, investment or financial planning advice by Krane Funds Advisors, LLC (“KraneShares”) or any of its affiliates, nor should it be considered or relied upon as a recommendation by KraneShares regarding the use or suitability of any model portfolio or any particular security. The model portfolios contained herein represent the current, good faith views of KraneShares as of the dates specified.

The model portfolios are hypothetical models for illustrative purposes only to demonstrate how certain KraneShares and other ETFs can potentially fit into an investor’s portfolio. The model portfolios do not represent personalized investment advice or an investment recommendation by KraneShares. Financial professionals can use the model portfolios, together with other information and their own independent judgment, as a resource to help build a portfolio or to aid in the development of investment advice for their clients.

The model portfolios cannot be invested in directly. The model portfolios are not funds or other investments. The model portfolios are provided for informational purposes only and do not represent any actual account or the results of any actual trading. Actual platform fees may vary depending on, among other things, the applicable fee schedule and portfolio size. Model portfolio returns have many inherent limitations and may not reflect the impact that material economic and market factors may have had on the decisionmaking process if client funds were actually managed in the manner shown.

Using an asset allocation strategy does not guarantee a profit or protection against loss, and diversification does not eliminate the risk of experiencing investment losses. There is no assurance that investing in accordance with a model portfolio’s allocations will provide positive performance over any period. The model portfolios are provided “asis,” without any warranty of any kind, express or implied. KraneShares may make updates to the recommended allocations that comprise the model portfolios from time to time; however, KraneShares assumes no duty to update the model portfolios on any given schedule. Information and other marketing materials provided to you by KraneShares or any third party concerning a KraneShares model portfolio, including allocations, performance and other characteristics, may not be indicative of an investor’s actual experience from an account managed in accordance with a model portfolio’s strategy. Moreover, the past performance of a model portfolio may not be indicative of future results.

Each financial professional making use of the model portfolios is solely responsible for making investment recommendations and/or decisions with respect to its clients without input from KraneShares, including with respect to investing in accordance with any model portfolio or any particular security. KraneShares is not acting in an investment advisory, fiduciary or quasifiduciary capacity to any financial professional or its client and is not providing individualized investment advice to any financial professional or its client based on or tailored to the circumstances of any individual financial professional or its individual client. This material should not serve as a primary basis for investment decisions. This material has been prepared without regard to the individual financial circumstances and objectives of any investor, and the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Investors and their financial professionals should consider the investors’ individual financial circumstances, investment time frame, risk tolerance level and investment goals.

Investors and their financial professionals should consider the investment objectives, risks, charges and expenses of the ETFs underlying any model portfolio carefully before investing. A prospectus containing this and other information with respect to any KraneShares ETFs that are a part of a model portfolio are available by with respect to KraneShares ETFs. With respect to any non-KraneShares ETF that is a part of a model portfolio, please contact your financial professional to obtain a prospectus. KraneShares does not endorse and is not responsible for or liable for any content or other materials made available by other ETF sponsors. Investors should read the prospectus for each ETF that comprises a model portfolio carefully before investing based on a model portfolio.

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    • Krane Model Portfolios

    We construct differentiated core, strategic, and thematic model portfolios within Global, Emerging Markets, and China. With China playing a more critical role in the global economy, we believe that investors can benefit from allocating to China as a distinct asset class.

    Explore Portfolios

    China as an Asset Class

    An Overview of KraneShares Model Portfolios

    Jonathan Shelon, Chief Operating Officer at KraneShares, gives an introduction to Krane Model Portfolios and explores investing in China as an asset class.

    Investment Philosophy

    We construct differentiated core, strategic, and thematic model portfolios within Global, Emerging, and Chinese markets. With China playing a more critical role in the global economy, we seek to provide strategies that capture China’s importance as an essential element of a well-designed investment portfolio.

    Expertise and Market Insights

    Krane Model Portfolios are focused on Emerging Markets and China. Our investment team has decades of experience investing in international markets, which we utilize to build model portfolios that are distinct and representative of the opportunity set available in China and Emerging Markets. We help investors stay up to date on global market trends and aim to provide meaningful diversification.

    Investment Team

    Jonathan Shelon, CFA

    Jonathan Shelon, CFA

    Chief Operating Officer

    Jonathan is the Chief Operating Officer at KraneShares and joined the firm in 2015. He has extensive experience in managing investment portfolios and diverse teams at leading asset management organizations. Prior to Krane, he was the Chief Investment Officer of the Specialized Strategies Team at J.P. Morgan, overseeing $40 billion in AUM. Prior to joining J.P. Morgan, Jonathan was a portfolio manager at Fidelity Investments where he was responsible for $150 billion in assets for over five million shareholders in Fidelity’s target date strategies, the Freedom Funds.

    Anthony Sassine, CFA

    Anthony Sassine, CFA

    Senior Investment Strategist

    Anthony Sassine joined KraneShares in 2019 as a Senior Investment Strategist. Anthony is responsible for conducting research on China’s capital markets, supporting clients and advising on asset allocation and model portfolios. Prior to joining Krane, Anthony spent eight years at Van Eck and Pinebridge as a product strategist focusing on emerging markets equity and debt. At Van Eck, Anthony oversaw the growth of the firm’s emerging markets active business and helped grow the emerging markets equity fund from $250 million to $3 billion. His responsibilities included asset class research, competitive analysis, portfolio analysis and advising clients on building emerging markets exposures.

    Kevin Orr

    Kevin Orr

    Head of Strategic Partnerships

    Kevin Orr has more than 30 years of experience in the investment management industry with extensive global business development and product development expertise. Prior to joining Krane Fund Advisors in October 2021, Mr. Orr co-headed Sales & Marketing for 3D/L Capital Management. From 1991 to 2007 he was with Putnam Investments where he served in senior business and product development roles, including Managing Director of New and Alternative Product Development and Managing Director of International Product Development and Management. Mr. Orr also served as Managing Director of Business Development and Investment Services at PanAgora Asset Management, overseeing global product and business strategy for the quantitative investment firm.

    Ruobing (“Robin”) Zheng

    Ruobing (“Robin”) Zheng

    Quantitative Research Analyst

    Robin Zheng joined KraneShares in February 2022 as a Quantitative Research Analyst. Robin is responsible for conducting quantitative research and analysis on model portfolios, supporting clients, and providing portfolio analysis. Robin previously worked for Citigroup, Treasury department, where she developed dynamic hedging models and supported other modeling initiatives. Robin also spent 3 years at HSBC as a quantitative analyst working with model developers on the trading desk, validating models, and creating automation tools. Robin received a Master of Arts degree in Mathematics of Finance from Columbia University and a Bachelor of Science degree in Financial Mathematics from Xi’an Jiaotong-Liverpool University.

    How to Invest

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    © 2024 Krane Funds Advisors, LLC
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    The opinions expressed herein represent the current, good faith views of the author(s) at the time of publication and are provided for limited purposes, are not definitive investment advice, and should not be relied on as such. Predictions, opinions, and other information contained herein are subject to change continually and without notice and may no longer be true after the date indicated. Any forward-looking statements speak only as of the date they are made, and Krane Funds Advisors, LLC (“KraneShares”) assumes no duty to and does not undertake to update forward-looking statements. Forward-looking statements are subject to numerous assumptions, risks and uncertainties, which change over time. Actual results could differ materially from those anticipated in forward-looking statements.

    Krane Model Portfolios are for illustrative purposes only to demonstrate how certain ETFs, including KraneShares ETFs, can potentially fit into an investor’s portfolio. The model portfolios do not represent investment advice or an investment recommendation by KraneShares. Financial professionals can use the model portfolios, together with other information, and their own independent judgment, as a resource to help build a portfolio or to aid in the development of investment advice for their clients. KraneShares does not have investment discretion over, or place trade orders for, any account derived from the Krane Model Portfolios by a financial professional. Accordingly, the holdings, performance, and other characteristics of any account derived from the Krane Model Portfolios by a financial professional may vary materially from the Krane Model Portfolios.

    The model portfolios cannot be invested in directly. The model portfolios are not funds or other investments. KraneShares offers separately managed accounts (SMAs), which are discretionary accounts managed by KraneShares for investors to represent a Krane Model Portfolio allocation strategy.

    KraneShares primarily allocates the Krane Model Portfolios to KraneShares ETFs; however, KraneShares may also allocate to ETFs managed by third-parties. As a result, Krane Model Portfolios typically include KraneShares ETFs notwithstanding the fact that there may be a similar third-party ETF with a higher rating, lower fees and expenses, or better performance. KraneShares will indirectly benefit from investments in KraneShares ETFs within the Krane Model Portfolios through fees paid by the KraneShares ETFs to KraneShares for advisory (and other) services. Therefore, KraneShares has an incentive to select KraneShares ETFs (including KraneShares ETFs with higher fees). This may result in Krane Model Portfolios that achieve a level of performance less favorable to the model portfolios, or reflect higher fees, than otherwise would be the case if KraneShares did not allocate to KraneShares ETFs.

    It should not be assumed that any investment identified has been or will be profitable. There can be no guarantee that similar investment opportunities will be available in the future or that the strategy will be able to exploit similar investment opportunities should they arise.

    Unless otherwise noted, gross performance is presented before the deduction of management fees, including fees and expenses charged by the underlying funds which, when deducted, would lower the returns shown. Net performance is presented “net” of all applicable management fees, including fees and expenses charged by the underlying funds.

    Using an asset allocation strategy does not guarantee a profit or protection against loss, and diversification does not eliminate the risk of experiencing investment losses. Index performance and volatility are materially different from that of any model portfolio. There is no assurance that investing in accordance with a model portfolio’s allocations will provide positive performance over any period. The model portfolios are provided “as-is,” without any warranty of any kind, express or implied. KraneShares may make updates to the recommended allocations that comprise the model portfolios from time to time; however, KraneShares assumes no duty to update the model portfolios on any given schedule. Third-parties, including financial professionals, have discretion in managing accounts derived from a Krane Model Portfolio. As a result, information and other marketing materials provided to you by KraneShares or any third party concerning a Krane Model Portfolio, including allocations, performance and other characteristics, may not be indicative of an investor’s actual experience from an account managed in accordance with a model portfolio’s strategy.

    Each financial professional making use of the model portfolios is solely responsible for making investment recommendations and/or decisions with respect to its clients without input from KraneShares, including with respect to investing in accordance with any model portfolio or any particular security. KraneShares is not acting in an investment advisory, fiduciary or quasifiduciary capacity to any financial professional or its client. This material should not serve as a primary basis for investment decisions. This material has been prepared without regard to the individual financial circumstances and objectives of any investor, and the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Investors and their financial professionals should consider the investors’ individual financial circumstances, investment time frame, risk tolerance level and investment goals.

    Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. The Index reflects the reinvestment of any cash distributions after deduction of any withholding tax using the maximum rate applicable to non-resident institutional investors who do not benefit from double taxation treaties. Indexes are unmanaged and one cannot invest directly in an index.

    Investors and their financial professionals should consider the investment objectives, risks, charges and expenses of the ETFs underlying any model portfolio carefully before investing. A prospectus containing this and other information with respect to any KraneShares ETFs that are a part of a model portfolio is available at www.kraneshares.com. With respect to any non-KraneShares ETF that is a part of a model portfolio, please contact your financial professional to obtain a prospectus. KraneShares does not endorse and is not responsible for or liable for any content or other materials made available by other ETF sponsors. Investors should read the prospectus for each ETF that comprises a model portfolio carefully before investing based on a model portfolio.

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