Applications
Applications
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.
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Thematic Investing
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 MoreMegatrends
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 MoreContact Us
If you would like further information about Thematic Investing, please reach out to your MSCI representative.
Contact UsHow Do We Capture Themes?
Our thematic indexes directly capture the theme using a rules-based methodology that is scalable and flexible.
Learn MoreIndexing 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