Thematic Investing

Investing in companies that benefit from structural global changes, focusing on trends that cut across sectors and geographies. Thematic investments often include sustainability criteria.

How we can help you

Our world is rapidly evolving, with themes like environmental change and digitalization driving changes in company and consumer behaviors, supported by innovative new solutions. By focusing on these trends, investors can add significant return opportunities to a portfolio and contribute to better social as well as environmental outcomes for the future. To that end, we offer a range of thematic investments that align with our clients’ goals and convictions.

As investors, we are open to change and aware of our responsibility when allocating capital to companies. As active managers with a long-term horizon, we are constantly looking for companies that meet our standards in terms of sustainable, financially promising business models. New tools and research approaches help us to identify longstanding themes that will remain relevant for years to come, and pick the candidates we consider best suited for our portfolios.

The goal of thematic investing is to take advantage of trends that cut across sectors and geographies. Thematic portfolios incorporate companies that are able to innovate effectively to make the most of societal trends. We believe such companies are drivers of long-term value and can effectively mitigate risk in a changing world.

Why partner with us?

Future oriented

Companies offering solutions to long-term structural trends and challenges are likely to become the titans of the economy.

Diversification benefit

Compared with narrower approaches, our multi theme approach enables lower fund volatility.

Potential to disrupt

Megatrends embody powerful steadiness as well as flexibility to incorporate transformative change. They remain relevant for several decades and have the potential to affect our daily lives.

Meet the team