BNP AM

The sustainable investor for a changing world

Thematic investing

Our societies and economies are increasingly being shaped by global megatrends, from climate change and environmental sustainability, to health and wellness, to digital and technological transition. These powerful trends create compelling opportunities on which investors can capitalise on through thematic strategies.

BNP Paribas Asset Management offers a comprehensive range of thematic strategies across two key areas: sustainability, and secular innovation and disruption.

Why thematic investing?

Megatrends influence both how we live our lives and how businesses operate. They will continue to do so for years, if not decades. Investment strategies that tap into these themes could offer a number of benefits including:

LONG-TERM GROWTH POTENTIAL
PORTFOLIO DIVERSIFICATION
INVESTMENT TRANSPARENCY
VALUE ALIGNMENT

Why us?

BNP Paribas Asset Management is a recognised leader in the thematic investing space, owing to a number of factors.  

  • A sustainable approach: ESG integration across all our thematic strategies to enhance investment decisions
  • An innovative range of strategies: a complete offering to capture opportunities presented by global megatrends
  • Experienced and dedicated teams: collaborative, multi-disciplinary teams across asset classes, regions and sectors
  • Global scope and resources: a deep understanding of new ecosystems, business models and technologies

Our solutions

We offer a broad range of thematic solutions across two key areas: sustainability, and secular innovation and disruption. They follow a high-conviction approach to ensure focused exposure to the specific theme.

SUSTAINABILITYSECULAR INNOVATION AND DISRUPTION
BNP Paribas Environmental Absolute Return Thematic EquityBNP Paribas Consumer Innovators
BNP Paribas Energy TransitionBNP Paribas Disruptive Technology
BNP Paribas Ecosystem RestorationBNP Paribas Health Care Innovators

Related insights

    The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay. Past performance is no guarantee for future returns.
    The value of your investments may fluctuate. Past performance is no guarantee for future returns.