MSCI’s thematic investment framework is highly customizable and can be quickly adapted to a variety of products and models. Institutional and high-net-worth investors alike use different approaches to implement thematic investing into their investment process—including thematic allocation to act as a hedge for existing positions; an implicit underweighting to companies facing disruption; a source of uncorrelated returns and diversification.
Applications related content
A top-down investment approach, designed to capitalize on opportunities created by macroeconomic, geopolitical and technological trends that are both structural and transformative in nature.Learn More
Structural economic changes—such as shifting demographics and social change, technological breakthroughs, scientific discoveries, climate change and resource scarcity—are evolving at an ever-faster pace.Explore More
If you would like further information about Thematic Investing, please reach out to your MSCI representative.Contact Us
Our thematic indexes directly capture the theme using a rules-based methodology that is scalable and flexible.Learn More
Indexing Change: Understanding MSCI Thematic Indexes
In this paper, we review the concept of thematic investing and discuss the differences between it and the factor and ESG investment processes.Download the Paper