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Thematics AM was launched in 2018 with the belief that applying a thematic lens to investing enables investors to capitalise on the tectonic shifts shaping tomorrow’s world, while offering a greater purpose to their portfolios.
Why Thematics AM for equity investing?
The analyses and opinions referenced herein represent the subjective views of the author(s) as referenced, are as of the date shown and are subject to change without prior notice.
Secular growth
Thematics AM’s strengths lie in the ability to identify and develop investment themes derived from four ‘primary forces’: demographics, technological advances, (de)globalisation and resource scarcity. These are the root causes of the tectonic shifts shaping tomorrow’s world.
Focused
Focused on a few segments of the global equity market enjoying long-term secular growth underpinned by structural and long-lasting forces. The thematic investable universes are well-defined and reasonably sized, to create concentrated yet diversified thematic portfolios based on the team’s research.
Unconstrained
A fundamental and bottom-up investment approach which is actively managed. As Thematics AM believe a forward-looking portfolio is best suited to identify future winners, whereas indexes favour winners of the past. Their goal is low overlap and a high active share compared to global equity indexes, therefore aiming to add potential diversification to an existing global equity exposure.
Responsible
Their ESG approach is core to each step of the process. The non-financial criteria Thematics AM consider when making investment decisions, particularly in relation to socially responsible management, are crucial in addressing potential risks and the aim to deliver excess returns.
Source: Thematics AM, as of March 31, 2025.
Assets under management (AUM) as of March 31, 2025. AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of nonregulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.
