BNP AM

The sustainable investor for a changing world

Thematic investing

Global megatrends, such as digital transformation and climate change, are increasingly shaping our societies and economies. These powerful trends can create compelling investment opportunities, which investors can capitalise on through thematic strategies. BNP Paribas Asset Management offers a comprehensive range of thematic strategies, focused on two key areas: sustainability and secular innovation and disruption.

Why Thematic investing?

Megatrends influence both how we live our lives and how businesses operate. They will continue to do so for years, if not decades. Companies linked to these themes could offer strong long-term growth potential.

In addition to capital growth, thematic investing can provide:

  • Transparency: Investors benefit from having a clear idea of what they are investing in
  • Diversification relative to traditional, benchmark-oriented strategies
  • Alignment to individual or corporate values

Why us?

BNP Paribas Asset Management is a leader in the thematic investing space.

Our dedicated thematic teams draw on our extensive research capabilities and investment expertise to offer an innovative range of funds that target opportunities across two key areas: sustainability and secular innovation and disruption.

In line with our wider investment philosophy, all our thematic funds seek to deliver long-term sustainable investment returns.

Featured Solutions

Our thematic funds are high-conviction portfolios that invest across countries, sectors and market capitalisations to harvest the benefits of the specific theme.

SustainabilitySecular innovation and disruption
Energy Transition

Disruptive Technology
Health Care Innovators
Consumer Innovators

Insights & Resources

Healthcare outlookThe energy transition opportunityBiodiversity, food and health
Jon Stephenson, portfolio manager, discusses healthcare stocks trends and prospects.

Read more
A short video summarising the energy transition – an area rich in innovation and economic solutions.
Watch video
 A podcast explaining how investors can help to restore our planet’s ecosystems.

Learn more

DISCLOSURES
The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial investment. Past performance is not a guide to future performance. Investing in emerging markets, or specialised or restricted sectors, is likely to be subject to a higher-than-average volatility due to a high degree of concentration, to greater uncertainty because less information and/or less liquidity is available or due to greater sensitivity to changes in market conditions (social, political and economic conditions). Some emerging markets offer less security than the majority of international developed markets. For this reason, services for portfolio transactions, liquidation and conservation on behalf of funds invested in emerging markets may carry greater risk.
Past performance or achievement is not indicative of current or future performance.