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An introduction to: Nolan Hoffmeyer, Senior Portfolio Manager at Thematics Asset Management

Find out what Nolan Hoffmeyer will elaborate on at the upcoming digital event in January.

As outlined in our previous “Thematics Insights”, we think it makes sense to dive a little deeper into the economics of a subscription and its real value.

We have already identified several reasons why both consumers and businesses are subscribing more and more to products and services. But obviously there are also strong incentives for vendors to propose subscription services to their customers.

Key Content

  • The comeback power of subscriptions. Why are there strong incentives for vendors to propose subscription services to their customers?
  • Subscriptions 101: The importance of renewals. Renewal rates are the most important factor in providing visibility for a subscription-based model.
  • Subscription value. Through the average renewal rate of a subscription, it is possible to compute the present value of a given subscription…
  • Cyclical or not? One of the questions we often get is; are subscription-based businesses more or less cyclical than traditional businesses?
THEMATICS ASSET MANAGEMENT - An affiliate of Natixis Investment Managers. A French SAS (Société par Actions Simplifiée) with a share capital of €150 000. RCS Paris: 843 939 992. Regulated by the AMF (Autorité des Marchés Financiers), under no GP 19000027. 43, avenue Pierre Mendès France 75013 Paris, France.

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