{"id":3474,"date":"2021-05-10T15:45:39","date_gmt":"2021-05-10T14:45:39","guid":{"rendered":"https:\/\/www.graphene-investments.com\/?p=3474\/"},"modified":"2021-05-10T15:45:39","modified_gmt":"2021-05-10T14:45:39","slug":"is-thematic-investment-good-for-you","status":"publish","type":"post","link":"https:\/\/www.graphene-investments.com\/en\/is-thematic-investment-good-for-you\/","title":{"rendered":"Is Thematic investment good for you ?"},"content":{"rendered":"<p><strong>There used to be Sector funds, and now there are Thematic funds. Every week that goes by brings its new theme idea: Millenials, Disruption, Water, Aging Population, etc. Success has been\u00a0 phenomenal over the last few years but\u2026 what are the real benefits for each member of the food chain ?<\/strong><\/p>\n<p><strong>For the portfolio manager<\/strong>, <strong>thematic investment is just a dream product <\/strong>because most themes are custom-made, and defined by very loose, subjective criteria. The investment universe is unlimited, since it is almost impossible to prove that a company doesn&#8217;t have any link with a given theme. It also eliminates any risk of looking ridiculous: when there is no benchmark and no competition in the exact same segment, the performance comparison cannot be unfavorable.<\/p>\n<p><strong>For the marketing team, thematic investment is an easy sell<\/strong> which can match the latest trendy concepts. No need to run lengthy research before the fund can be launched, nor develop a sophisticated speech to prove the superiority of the process. The customer&#8217;s decision is more likely to be driven by an emotional &#8220;fit&#8221; with the theme than by a deep analysis of its technical credibility.<\/p>\n<p><strong>For the investor, it&#8217;s more complicated<\/strong>. One of the main challenges is that the focus of thematic funds will, in essence, follow fashion trends. As a result, it will structurally be difficult to find, in the same period, all the thematic bricks needed to build a diversified portfolio with an effective risk management. Each period comes with its obsessions, which tend to shape its image in history, but they usually remain a marginal portion of what really drives the world. Ignoring the rest is just taking a big investment risk.<\/p>\n<p><strong>In conclusion, thematic management is great to make asset managers&#8217; life less stressful with both performance and sales. As far as investors are concerned, it is a nice complement to core investments, but its success probably comes at the expense of portfolio balance and risk control. Very few chefs are able to cook a good dish with no ingredients but spices. <\/strong><\/p>\n<p><em>HG \u2013 May 10, 2021<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>There used to be Sector funds, and now there are Thematic funds. Every week that goes by brings its new theme idea: Millenials, Disruption, Water, Aging Population, etc. Success has been\u00a0 phenomenal over the last few years but\u2026 what are the real benefits for each member of the food chain ? For the portfolio manager, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":2606,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[101],"tags":[],"class_list":["post-3474","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-thoughts"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Is Thematic investment good for you ? - Graphene Investments<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Is Thematic investment good for you ? - Graphene Investments\" \/>\n<meta property=\"og:description\" content=\"There used to be Sector funds, and now there are Thematic funds. Every week that goes by brings its new theme idea: Millenials, Disruption, Water, Aging Population, etc. Success has been\u00a0 phenomenal over the last few years but\u2026 what are the real benefits for each member of the food chain ? 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