Innovation Investing and Equity Allocations
Oct 14, 2022
An expanding investor appetite for innovation has led to the creation of investment vehicles that focus on both innovation-driven themes and companies through a variety of approaches.
In “Innovation Investing and Equity Allocations,” we focus on systematically investing in companies that seek to capitalize on potential opportunities created by megatrends and innovation-driven themes.
A Thematic Lens for Portfolios
A majority of asset allocators are considering adding thematic investments in 2021.Learn more
Innovation Remix: Adding Thematics to Equity Programs
Questions remain on how much of an equity program may be dedicated to a thematic allocation.Read more
The Pressure of the Crowd: Stress Testing Thematic Indexes
Flows into thematic investments during the first quarter of 2021 kept up their rapid pace from 2020.Explore more