Thematics Asset Management pursues its commitment as a responsible company and obtains the SRI label for its entire range of thematic strategies
Paris, July 2, 2020 - Thematics Asset Management, an affiliate of Natixis Investment Managers specialized in the management of thematic equity funds, takes another step towards its commitment to responsible business practices. Already a signatory of the UN Principles for Responsible Investment (UN PRI), the portfolio management company has been awarded the SRI (Socially Responsible Investment) label for its entire range of thematic strategies.
Thematics AM provides investors with access to a wide range of global thematic equity strategies: Thematics AI & Robotics, Thematics Safety, Thematics Subscription Economy, Thematics Water and Thematics Meta. All these funds have obtained the SRI label created and supported by the French Ministry of Finance in order to identify and increase the visibility of socially responsible investment products for savers in France and Europe. Awarded following a strict assessment process conducted by independent organisations, the SRI label is a unique guide for savers willing to contribute to a more sustainable economy and to give meaning to their investments.
Mohammed Amor, CEO of Thematics Asset Management, commented: « The SRI certification of our funds reflects our commitment to offer high-conviction thematic strategies, long-term by design and in close alignment with our clients’ interest and values. Our clients are increasingly keen to give a sense of purpose to their investments; they are looking to associate economic performance with social and environmental impact. At Thematics AM, we are convinced that integrating ESG and maintaining an active ownership approach are critical to enhancing returns and better managing risk over the long term ».
«To this end, environmental, social and governance factors are taken into account at each step of our investment decision-making process », adds Karen Kharmandarian, Chief Investment Officer at Thematics Asset Management. « From negative screening, to scoring companies in the investable universe and sizing positions, to active ESG risk monitoring, but also through engagement & voting ».
To go further in the appreciation and integration of ESG issues, Thematics AM will hire an ESG specialist by the end of the year to support the team of portfolio manager-analysts.
About Thematics Asset Management
Thematics Asset Management is a management company dedicated to innovative thematic strategies. The company invests in a set of markets that are growing at a higher rate than the global economy due to the long-term growth factors underlying them. Its teams of analysts and asset managers specialize in fundamental research and bottom-up strategies. The managers are able to analyze companies in the value chain of their theme and focus on building global, non-benchmarked and socially responsible portfolios. These themes are the long-term drivers of the company's investment process and are based on four main forces that are transforming the world: demographics, globalization, innovation and scarcity. Today, Thematics Asset Management's main investment themes are Water, Security, Artificial Intelligence & Robotics and Subscription Economics.
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 Mendés France 75013 Paris, France.
About Natixis Investment Managers
Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of more than 20 specialized investment managers globally, we apply Active Thinking® to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis Investment Managers ranks among the world’s largest asset management firms1 with $908.9 billion / €828.4 billion assets under management.2 Headquartered in Paris and Boston, Natixis Investment Managers is a subsidiary of Natixis. Listed on the Paris Stock Exchange, Natixis is a subsidiary of BPCE, the second-largest banking group in France. Not all offerings available in all jurisdictions. For additional information, please visit Natixis Investment Managers’ website at im.natixis.com | LinkedIn: linkedin.com/company/natixis-investment-managers. Natixis Investment Managers’ distribution and service groups include Natixis Distribution, L.P., a limited purpose broker-dealer and the distributor of various U.S. registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers, Natixis Investment Managers S.A. (Luxembourg), Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia.
1 Cerulli Quantitative Update: Global Markets 2019 ranked Natixis Investment Managers as the 17th largest asset manager in the world based on assets under management as of December 31, 2018.
2 Assets under management (“AUM”) as of March 31, 2020. AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.
Thematics AM provides investors with access to a wide range of global thematic equity strategies: Thematics AI & Robotics, Thematics Safety, Thematics Subscription Economy, Thematics Water and Thematics Meta. All these funds have obtained the SRI label created and supported by the French Ministry of Finance in order to identify and increase the visibility of socially responsible investment products for savers in France and Europe. Awarded following a strict assessment process conducted by independent organisations, the SRI label is a unique guide for savers willing to contribute to a more sustainable economy and to give meaning to their investments.
Mohammed Amor, CEO of Thematics Asset Management, commented: « The SRI certification of our funds reflects our commitment to offer high-conviction thematic strategies, long-term by design and in close alignment with our clients’ interest and values. Our clients are increasingly keen to give a sense of purpose to their investments; they are looking to associate economic performance with social and environmental impact. At Thematics AM, we are convinced that integrating ESG and maintaining an active ownership approach are critical to enhancing returns and better managing risk over the long term ».
«To this end, environmental, social and governance factors are taken into account at each step of our investment decision-making process », adds Karen Kharmandarian, Chief Investment Officer at Thematics Asset Management. « From negative screening, to scoring companies in the investable universe and sizing positions, to active ESG risk monitoring, but also through engagement & voting ».
To go further in the appreciation and integration of ESG issues, Thematics AM will hire an ESG specialist by the end of the year to support the team of portfolio manager-analysts.
Thematics Asset Management is a management company dedicated to innovative thematic strategies. The company invests in a set of markets that are growing at a higher rate than the global economy due to the long-term growth factors underlying them. Its teams of analysts and asset managers specialize in fundamental research and bottom-up strategies. The managers are able to analyze companies in the value chain of their theme and focus on building global, non-benchmarked and socially responsible portfolios. These themes are the long-term drivers of the company's investment process and are based on four main forces that are transforming the world: demographics, globalization, innovation and scarcity. Today, Thematics Asset Management's main investment themes are Water, Security, Artificial Intelligence & Robotics and Subscription Economics.
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 Mendés France 75013 Paris, France.
About Natixis Investment Managers
Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of more than 20 specialized investment managers globally, we apply Active Thinking® to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis Investment Managers ranks among the world’s largest asset management firms1 with $908.9 billion / €828.4 billion assets under management.2 Headquartered in Paris and Boston, Natixis Investment Managers is a subsidiary of Natixis. Listed on the Paris Stock Exchange, Natixis is a subsidiary of BPCE, the second-largest banking group in France. Not all offerings available in all jurisdictions. For additional information, please visit Natixis Investment Managers’ website at im.natixis.com | LinkedIn: linkedin.com/company/natixis-investment-managers. Natixis Investment Managers’ distribution and service groups include Natixis Distribution, L.P., a limited purpose broker-dealer and the distributor of various U.S. registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers, Natixis Investment Managers S.A. (Luxembourg), Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia.
1 Cerulli Quantitative Update: Global Markets 2019 ranked Natixis Investment Managers as the 17th largest asset manager in the world based on assets under management as of December 31, 2018.
2 Assets under management (“AUM”) as of March 31, 2020. AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.