Thematic Investing: Turning Insights into Alpha

Explore how we define thematic investing, discuss the different approaches to investing in themes, explore the varied ways to execute on a thematic thesis, and highlight the advantages and potential pitfalls inherent in thematic investing.

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    Thematic Investing: Turning Insights into Alpha

    What is Thematic Investing?

    Rather than attempting to generate alpha through the overweighting or underweighting of individual securities relative to an index, thematic investing looks to generate alpha by identifying broad social and technological trends that are expected to drive above-market growth in the stocks that benefit from these trends.

    A Thematic Investing Framework

    Constructing a thematic investment portfolio differs from building a traditional portfolio in a number of important ways.

    In this white paper, Thematic Investing: Turning Insights into Alpha, we define thematic investing, discuss the different approaches to investing in themes, explore the varied ways to execute on a thematic thesis, and highlight the advantages and potential pitfalls inherent in thematic investing.

    Download the whitepaper here.

     

    About The Author

     

    Chief Investment Officer 
    631.439.4600 ext. 277 

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