Thematic Investing Series 1: Understanding the thematic universe

Presented by

Pierre Debru, Director, Research, WisdomTree

About this talk

Thematic investments provide an innovative investment approach, breaking from traditional silos like countries, sectors, factors, or regions. However, it is challenging to keep track of the ever-increasing number of investment solutions in the space when there is no recognised nomenclature. To help fill that gap, in this webinar, we will introduce the WisdomTree Thematic Classification that splits the universe into 35 investment themes across four main clusters: • Social & Demographic Shifts, • Technological Shifts, • Geopolitical Shifts and • Environmental Pressures. Thematic investments promise to harness long-term growth by turning structural, world-changing shifts into compelling investment opportunities. While rife with potential, these new investment strategies also create risks for investors as they force us to rethink how we evaluate these tools in the context of fund selection and asset allocation. Across this series, we will look at the investment process in its entirety and propose adjustments that would allow investors to harness the power of megatrends through thematic investments. Other webinars in this series: • Selecting thematic funds – Five criteria to separate the wheat from the chaff? • Strategic or tactical thematic portfolios - How to combine the different themes? • Three approaches to fit thematic investments in a portfolio

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At WisdomTree, we deploy smart ways to bring value to the investor by offering flexibility when it comes to investing to meet the many different trading objectives our clients have. Although most of our ETF index strategies in Europe are based on proprietary strategic beta structures, as a firm, we also provide specific market access strategies when we’re able to enhance existing approaches.