China’s emergence as a tech leader holds great potential. But its technology value chain isn’t limited to IT firms. Opportunity lies across sectors, from electric vehicles to medical devices. How does one effectively gain exposure?  

Thematic investing has become increasingly popular with institutional and retail investors. We review the concept and how it differs from factor and ESG investment processes. Additionally, we lay out how we model various themes to build a rule-based index methodology representing the performance of companies exposed to a certain trend.