Thematic Exposure Standard Intro copy

Thematic investing is an investment approach that capitalizes on the megatrends touching every aspect of our lives. From life sciences and transformative technologies, to energy efficiency, robotics and the digital economy; these trends represent longer-term structural change driven by powerful, often disruptive forces.

Until now, there has been no comprehensive and systematic way to analyze fund and portfolio exposures to these trends.

Unlock Thematic Opportunity?

What is Thematic Exposure Standard?

The newly launched MSCI Thematic Exposure Standard helps investors identify, measure, and leverage the emerging, long-term secular trends shaping our future.

It enables investors to better understand their portfolio’s economic linkage to long term structural trends, and to create products, strategies, and portfolios that unlock new opportunities.

MSCI Thematic Standard - video

Loading MSCI Thematic Standard - video...

Thematic Exposure Standard

Helping investors identify, measure, and leverage the emerging, long-term secular trends shaping our future.

Invest in Change

Invest in Change

Our flexible framework is unrestricted by taxonomy or classification. As trends change, the Thematic Exposure Standard can also adapt to model and create new exposure scores to meet the prevailing momentum trajectory.

What is your exposure?

Contact Us

Differentiate Your Strategy

Differentiate Your Strategy

The Thematic Exposure Standard enables you to identify, measure and leverage the trends shaping our future. By capitalizing on its robust screening capabilities, investors can demonstrate manager skill, support fund selection based on theme objectives and fund profiling, integrating peer analytics for holdings-based analysis.

The Thematic Exposure Standard is part of MSCI’s continued effort to support clients build more sustainable portfolios.

Thematic Exposure Standard Applications

Here’s How You Can Unlock New Opportunities:

 

Portfolio Construction Tool

Helps managers screen assets with high or low exposure to a theme; create differentiated strategies and integrate thematic scores across their portfolios.

 

Research Tool

Investors can use this tool to backtest a strategy over a period of time and to assess theme tilts; compare returns and volatility of the strategy by theme exposure; conduct factor attribution for models that attribute risk and returns to these themes.

 

Reporting and Monitoring Tool

Use this tool for benchmarking performance and holdings against an appropriate index; for performance and attribution reporting and monitoring; and as a way to complement factor, industry, and country analysis.

 

Sales Enablement Tool

To demonstrate manager skill vs. an industry standard index, rather than biased peer-group selection; to differentiate product; and to support fund selection based on theme objectives.


Download Factsheet

Thematic Investing Related Content Duplicate 1