Thematic Exposure Standard
Video
July 23, 2021
A new way to systematically evaluate, monitor and invest in long-term, structural themes
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.
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.
Helping investors identify, measure, and leverage the emerging, long-term secular trends shaping our future.
Our flexible approach is unrestricted by a rigid taxonomy or classification. As trends change, the Thematic Exposure Standard can also adapt to ensure that the product reflects the megatrends as they evolve. What is your exposure? Contact Us
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 dataset is now available through Omega Point. This collaboration underscores our commitment to providing investors with comprehensive tools and insights to optimize their financial decisions. Read more 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 (PDF, 539 KB) Download Methodology (PDF, 539 KB)
Download Factsheet (PDF, 539 KB) Download Methodology (PDF, 539 KB)
Thematic Investing
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.
Constructing Thematic Indexes
Our Thematic Indexes directly capture the theme using a rules-based methodology that is scalable and flexible.
The content of this page is for informational purposes only and is intended for institutional professionals with the analytical resources and tools necessary to interpret any performance information. Nothing herein is intended to recommend any product, tool or service. For all references to laws, rules or regulations, please note that the information is provided “as is” and does not constitute legal advice or any binding interpretation. Any approach to comply with regulatory or policy initiatives should be discussed with your own legal counsel and/or the relevant competent authority, as needed.