Thematic Investing Series 3: Strategic or tactical thematic portfolios

Presented by

Pierre Debru, Director, Research, WisdomTree

About this talk

While thematic investment is new and exciting, investors should still try to follow the key investing principles in portfolio management. Whether investors are using thematic investment strategically or tactically, building a coherent, fit for purpose thematic sub-portfolio is key to success. In most cases, a well-thought-out combination of thematic investments will deliver better results than a single investment. In this webinar, we will examine two different approaches to thematic investing, trying to maximise their impact and leveraging their growth potential: • Strategic Approach, focusing on the advantages of diversification • Tactical Approach, combining innovation with well-established principles to deliver better overall results. 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: • Understanding the Thematic Universe - The WisdomTree Thematic Classification • Selecting thematic funds – Five criteria to separate the wheat from the chaff? • Three approaches to fit thematic investments in a portfolio

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