Thematic investing is one of the fastest-growing segments of institutional asset management. The basic premise is that structural shifts, not just company-level fundamentals, drive long-term returns. Identifying those shifts early and sizing positions accordingly is the core competence.
The research problem is that structural themes are hard to measure. Price and fundamental data lag the inflection points that define thematic opportunities. A thematic investing platform needs to give you earlier signal.
What thematic investing actually requires from a platform
A thematic fund or thematic port