How do we capture themes
Our Approach
How Do We Capture Themes?
Our thematic indexes directly capture the theme using a rules-based methodology that is scalable and flexible. We capture themes in an index using the below steps:Social Sharing
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How our approach to thematic indexes sets us apart
How Our Approach to Thematic Indexes Sets Us Apart
There are many dimensions to constructing thematic indexes. Below is our approach to constructing high quality thematic indexes that set us apart:
How approach set us apart cards
Theme capture
- Direct capture of the theme: from idea to index constituents; no reverse-engineered sector selection
- Explicit economic linkage for every company in ACWI IMI to the theme
- Identify companies with upstream exposure and exposure through M&A and capex – not just existing pure play names
- Research into characterizing theme accelerated by smart use of NLP and machine learning
Our approach related content
Related Content
Thematic Investing
Thematic investing is 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.
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 UsTheme Experts
Thematic investing requires in-depth research to build a deeper understanding of the underlying drivers of value creation and risk.
Our ExpertsIndexing 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