Thematic investing

Adapt and thrive

Invest in trends that will shape the world of tomorrow

The world of today is changing rapidly. Dynamic trends like digitalization and e-commerce, the threats of global warming and rising pollution, resource scarcity and social imbalances cause new industries to emerge and grow while others suffer. At the same time, interest rates are still close to record lows compared to the levels previously considered normal. This provides investors with some unique challenges, but also with exciting investment opportunities.

“We are defining investment themes to navigate through a world of transformation.”

Dan Scott

Dan Scott
Head of Impact & Thematics

Scroll down...

…to discover what investors think about thematic investing and how they are implementing thematic strategies in their portfolios.


Download the full study



This study, surveying 300 professional investors in Europe, explains who is shaping the thematic investing landscape and what are the possible future challenges and opportunities.

Download full report


Regional Studies


Asia-Pacific  |  Deutschland & Österreich  |  España  |  France  |  Italia  |  Schweiz  |  United Kingdom & Ireland

How can investors take advantage and make an impact?


Thematic investing

A thematic investment approach  aims to identify powerful transformational trends, tomorrow’s market leaders in those areas as well as the businesses best prepared to profit from these structural changes.

Thematic investing has been in favor with investors in recent years. This growth in demand may further accelerate in 2021. In a study conducted by Vontobel, more than half of the professional investors surveyed believe the pandemic has strengthened the case for a thematic approach, and 49% plan to increase their exposure to thematic investments. 

Impact investing

With an impact investment approach, investors focus  on businesses that aim to solve social and environmental problems and thus make a measurable, positive impact in these areas. This way, they seek a twofold dividend for their portfolios: attractive returns, while driving positive change for people and our planet.

Anticipating  and taking advantage of such shifts as well as identifying their future structural winners is the main objective of our impact investing strategies.

Why partner with us? You share our beliefs:

  • It’s possible to have a positive impact on society while earning attractive returns
  • Transformation is an opportunity to invest in themes and companies that will help to overcome humanity’s greatest challenges
  • A research-driven, active approach is necessary to identify the winners

Our offering

Our  impact & thematic equity portfolios reflect global trends and challenges like climate change, resource shortage, or urbanization. As well as being active, high-conviction investors, we are also impact investors. We measure the impact of our investment decisions – for instance, our portfolios deliver a significant impact in terms of potentially avoided emissions.


Sustainable Equities Boutique
Viewpoint | Read | 4 min

Water: A source of life as well as a refreshing addition to any portfolio

If oil greases the wheels of the global economy, water helps to make its turbines spin. The amount of water used in industrial processes may be less publicized than the “blue gold’s” significance for planting crops, but it is no less significant. Moreover, investors swimming against the passive tide can pick the water-related stocks that seem most attractive.

Read more

Sustainable Equities Boutique
Viewpoint | Read | 5 min

Smart farming, sustainable food production – from billowing fields to crisp portfolios

Rising food prices have triggered revolutions – from France in 1789 to the Arab Spring in 2010. Now, they have taken a massive jump. Smart farming could help to keep the lid on prices, reduce hunger in poor regions, increase biodiversity – and fertilize financial portfolios.

Read more

Sustainable Equities Boutique
White Paper | Read | 1 min

Make your money matter – creating impact through public equity

“I can’t get no impact action,” the Rolling Stones might have sung back in the days. Well, the world has changed. Today, there’s hardly any investor satisfaction without impact action. Here’s our investment experts’ white paper on impact investing with the added benefit of introductory comments by a member of the Vontobel family pool of shareholders.

Read more

Sustainable Equities Boutique
Viewpoint | Read | 3 min

Seven facts about climate change and pollution that investors should know

Unsettling reports from climate researchers and the scenario of an increasingly uninhabitable world have startled the public. Heat waves, hurricanes, unmatched wildfires and droughts are now more frequent. Polar ice melts and sea levels rise. Here you will find seven facts about the root causes and how impact investing can mitigate them.

Read more