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How Our Approach to Thematic Indexes Sets Us Apart

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

Rules based

  • We identify companies by a clear rules-based approach
  • Selection of constituents evolves as companies adapt to the theme and as the representation of key products and services changes

Global universe

  • Global universe of eligible stocks
  • Look beyond ESG trends and sector strategies

Theme experts

  • Experts help ensure the indexes remain aligned with their objective as themes evolve

Related content


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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 More

How Do We Capture Themes?

Our thematic indexes directly capture the theme using a rules-based methodology that is scalable and flexible.

Learn the Steps

Applications

Thematic investment framework is highly customizable and can be quickly adapted to a variety of products and models.

Explore Applications
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