BNP AM

The sustainable investor for a changing world

Thematic investing

BNP Paribas Asset Management is a leader in the fast-growing thematic investment market, offering a broad range of thematic strategies to diversify and capture sources of growth.

Why thematic investing

Our societies and economies are being shaped by powerful global megatrends, from climate change and environmental sustainability to health and wellness. These shifts create compelling opportunities that thematic strategies can capitalise upon by investing in assets that are well positioned to benefit from the structural changes underlying the theme. 

With the help of a skilled and experienced investment manager, thematic investing can provide a number of benefits including:

LONG-TERM
GROWTH POTENTIAL
PORTFOLIO DIVERSIFICATION
INVESTMENT TRANSPARENCY
VALUE
ALIGNMENT

Why us

We are a recognised leader in thematic investing, having first entered the space over 20 years ago. Today, we offer an innovative range of thematic strategies that are strategically positioned to capture opportunities presented by global megatrends.

Our experienced multi-disciplinary teams and global scope ensure a deep understanding of new ecosystems, business models and technologies, while our focus on environmental, social and governance (ESG) considerations helps to enhance investment decision making.

Our strategies

Our suite of thematic strategies tap into a number of key themes: energy transition, environmental sustainability, equality and inclusive growth, health and wellness, and technology.

Our strategies follow a high-conviction approach to ensure focused exposure to the specific theme and utilise a global investment universe to maximise opportunity capture.

Disclaimer

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.