Thematic Capital Management
Thematic Capital Management offers focused thematic- and style-based separately managed accounts that can be used on a stand-alone basis or combined into a single account. ​
What Is Thematic Investing?
​From AI to clean energy, momentum to interest-rate sensitivity, investors are turning to index-based solutions for cost-effective, curated access to the megatrends and investment factors reshaping our world. Our transparent thematic indices combine advanced technology and access to exclusive datasets to track long-term, market-altering themes and factors with precision.
Secular Trends
Long-term economic, social, technological, and political trends
Characteristics of Thematic Investing
Sector Agnostic
Looks beyond traditional sectors and geographic areas
Global Factors
Identifies key characteristics driving market performance
Investment Selection
Highlights opportunities
engaged with key themes
Benefits of
Thematic Investing
Thematic investing helps investors capture major trends and factors at work in financial markets to elevate portfolios above and beyond traditional approaches.
Empowers investors to tap into enduring market dynamics
May explicitly seek to reduce investment risk associated with meta-trends such as climate change
Quantifies and manages exposure to investment themes and company characteristics
The Thematic Investing Opportunity
Invest in the future by capturing major trends shaping the world of tomorrow.
Traditional Portfolio
vs.
Traditional portfolios offer limited access to major themes through growth allocation.
Thematic Portfolio
Thematic investing goes beyond the traditional approach to directly target key themes to work toward investment goals.
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There is no guarantee that any investment strategy achieves its objectives over a given timeframe. All investments can lose value.