How our approach to thematic indexes sets us apart
How Our Approach to Thematic Indexes Sets Us Apart
There are many dimensions to constructing thematic indexes. Below is our approach to constructing high quality thematic indexes that set us apart:
How approach set us apart cards
Theme capture
- Direct capture of the theme: from idea to index constituents; no reverse-engineered sector selection
- Explicit economic linkage for every company in ACWI IMI to the theme
- Identify companies with upstream exposure and exposure through M&A and capex – not just existing pure play names
- Research into characterizing theme accelerated by smart use of NLP and machine learning
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Thematic Investing
Thematic investing is a top-down investment framework, designed to capitalize on opportunities created by macroeconomic, geopolitical and technological trends that are both structural and transformative in nature.
Learn MoreHow Do We Capture Themes?
Our thematic indexes directly capture the theme using a rules-based methodology that is scalable and flexible.
Learn the StepsApplications
Thematic investment framework is highly customizable and can be quickly adapted to a variety of products and models.
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