How Pictet Asset Management Sets Its Thematic Investing Apart
Why It Matters
The approach gives investors a proven, large‑scale avenue to profit from enduring global shifts, potentially enhancing returns while managing long‑term risk.
Key Takeaways
- •Pictet launched first thematic strategy in 1995, 30+ years experience.
- •Manages over $70 billion across 15 active thematic equity strategies.
- •Focuses on long‑term megatrends lasting fifteen years or more.
- •Targets intersecting themes like sustainability, AI, robotics, automation.
- •Believes megatrend exposure improves client portfolio outcomes significantly.
Summary
Pictet Asset Management explains how its thematic investing differentiates itself from competitors, emphasizing a three‑decade legacy and scale.
The firm rolled out its first thematic equity strategy in 1995 and now oversees more than $70 billion across 15 active thematic funds for wealth and institutional clients. It defines megatrends as 15‑plus‑year forces that reshape society, the economy and technology, and it seeks to capture the points where these trends intersect.
As senior manager Stephanie notes, “We were one of the earlier investors in thematic equities… our belief is that investing in those megatrends will lead to better portfolio outcomes for clients.” The focus areas include sustainability, artificial intelligence, robotics and automation.
By leveraging deep experience and sizable assets, Pictet aims to offer investors exposure to long‑run structural shifts, positioning its thematic solutions as a potential source of outperformance and risk diversification.
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