The Evolving Era of Thematic Investing – North America View

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Presented by

Abhijay Gupta, Daniel Sotiroff, Kenneth Lamont, and Phil Nagel

About this talk

The thematic fund market has rapidly developed in recent years. These funds attempt to harness secular growth themes ranging from artificial intelligence to Generation Z. Some have delivered phenomenal performance, while others have been duds. Over the last two years, asset managers have ramped up the supply of these niche and often gimmicky funds, increasing investor demand for clarity and guidance. Join us to discuss: - The latest thematic fund research and performance - Key trends in the global thematic fund landscape - How to access thematic fund data Morningstar Speakers: Abhijay Gupta is quantitative analyst at Morningstar and works on building client facing research notebooks that leverage quant models and use interactive front end components to visualize and provide differential granularity of financial data enabling deeper analysis.   Daniel Sotiroff is a senior manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers passive strategies.    Kenneth Lamont is a senior fund analyst for Morningstar. Specializing in index strategies Kenneth covers the European passive funds and has published widely on the topics of sustainable and thematic investments. Recent publications include The Global Thematic Fund Landscape 2022.  Phil Nagel is a senior product manager for Morningstar Direct.  He specializes in manager research and the portfolio analysis capabilities in the software.  He focuses on new product development as well as client support for Morningstar’s notebook offering.  Phil partners with clients to perform in-depth holdings based analysis for their portfolios.  He also is experienced with the performance attribution capabilities used within Direct.

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