Investing in the equity of a company consists of taking a view on its future and in assigning it a value. The same applies more broadly to assessing global stock markets when aiming build durable and diversified portfolios. At Thematics Asset Management, we are convinced that incorporating sustainable investment criteria and applying a thematic lens to equity investing helps differentiate our products and improve our investment performance.
When the wind of change blows, some people build walls, others build windmills. (Chinese proverb)
Thematic investing is intended to achieve a targeted and precise exposure to the entire value chain of an enduring theme with growth prospects. Investing today in tomorrow’s winners cannot be done without opting for an active rather than passive approach to investing.
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To comply with the Markets in Financial Instruments Directive (MiFD), Thermatics Asset Management is required to ask you to confirm your profile: I confirm that I am consulting the Thematics asset management website as a professional client, according to the meaning of Article 314-4 of the General Regulations of the AMF, or as a distributor. I duly confirm that I am an experienced professional possessing the necessary know-how and skills allowing me to take my own investment decisions and evaluate any risks, as well as to determine the requirements, knowledge and risk profile of my customers. The information on this site is not intended for nationals and citizens of the United States of America or “US Persons”, as this expression is defined by “Regulation S” of the Securities and Exchange Commission under the us Securities Act of 1933, which targets in particular any natural person resident in the United States of America and any entity or company organized or registered under American regulations.
I confirm that I have read the user conditions set out below:
Legal notice This website was created by Thematics Asset Management. It is managed and updated by Thematics Asset Management.
Thematics Asset Management A French Asset Management Company, incorporated under the form of Société par Actions Simplifiée (simplified joint-stock company) with a share capital of EUR 150,429 Registered Office: 43, avenue Pierre Mendès-France – 75013 Paris Company Trade Registration (RCS) Number 843 939 992 Paris Legal representatives: Mr. Karen Kharmandarian and Mr. Mohammed Amor email: contact@thematics-am.com Principal activity (APE): 6630Z- Fund management Intracommunity VAT n° FR 968 439 399 92 Thematics Asset management is a portfolio management company approved by the Autorité des Marchés Financiers (French Financial Market Autority – AMF) under no GP-19000027, on 28 May 2019
Details of the regulatory authority: Autorité des marchés financiers (AMF) 17 place de la Bourse 75082 Paris Cedex 02 FRANCE
Webhost: Planet Service, 21, rue de Fécamp, 75012 Paris, tel : 01 43 37 02 04
Thematics Asset Management is an affiliate of Natixis Investment Managers
General conditions of use This website and the information it contains may be used provided that these conditions of use are fully complied with. The information you will find on this website or to which the site links is of a general nature and therefore cannot be considered as tailored to your personal needs or to particular circumstances. Thematics Asset Management reserves the right to change the information on this website at any time at its discretion and without notice. Thematics Asset Management does everything in its power to ensure that the information published is as complete, correct, accurate, and up-to-date as possible. Thematics Asset Management cannot be held responsible for any errors or inaccuracies on this site, or for any loss or damage resulting from the use of this information. However, if the published information appears to contain errors, or information expected to be found on this site is lacking, Thematics Asset Management undertakes to remedy the situation as soon as possible after having been notified of such shortcomings. To notify us of any errors please contact: contact@thematics-am.com
Notice regarding the products and services The information (data, graphs, and documents) contained in this site, though provided by reliable sources, does not constitute any form of investment advice. Moreover, this site is consulted entirely at the viewer’s risk. If you want to make an investment, you should contact your financial adviser, who will help you assess which products are suited to your needs, and will also advise you of the potential risks. By agreeing to consult this site you release Thematics Asset Management from all responsibility now or in the future for any use you may make of this information. The information on this site is not meant for dissemination or to be used by any person or entity in a country or jurisdiction where this dissemination or use would contravene the law or regulations, or would oblige Thematics Asset Management to comply with the regulation requirements in these countries or jurisdictions. The totality of products and services may not be registered or authorized in all countries or available to all clients.
The data and information on this site are given purely for information. No information on this site constitutes an offer to buy, an offer to sell securities, investment advice regarding the purchase or sale of any security, or an offer or solicitation by Thematics Asset Management to supply investment advice or financial, legal, fiscal, or investment services, or the buying or selling of securities or other financial instruments. Thematics Asset Management do not gives any guarantee or makes any declaration, expressly or implicitly, that the information given on this site is accurate, complete, or up to date. Any investment in UCITs/AIF must be made only after having consulted the UCITs/AIF’ simplified prospectus/key investor information document and the annual and six-monthly reports, if available. These documents may be obtained either from this website or directly from the company that manages the UCITs/AIF in question.
Availability and compatibility Thematics Asset Management does all it can to ensure that there is no interruption to the availability of this website. However, it accepts no responsibility for any loss or damage suffered as a result of any interruptions – whether voluntary or involuntary – which may occur. Thematics Asset Management does not offer any guarantee regarding the compatibility of the forms on this website with any infrastructure or with your material. As a user, you must ensure that you have the appropriate computer equipment as well as the necessary software, including security software (firewall and anti-virus).
Intellectual property rights The user expressly acknowledges that the information and data made available to him/her are and remain the property of Thematics Asset Management, as stated on the website. Text, designs, photographs, images, data, company and domain names, brands, logos, and other elements are protected by intellectual property rights. No one may reproduce these or disseminate them in the public domain without prior authorization in writing from Thematics Asset Management Environment and Infrastructure, except where laws on authors’ rights and related rights stipulate otherwise. As a user you have, for example, the right to download information from this website and reproduce it for private use, and disseminate it among family members free of charge.
If Thematics Asset Management allows you to put your own contributions or images on the website, you may not submit material that is protected by intellectual property rights, unless you yourself hold these rights or have been given the necessary authorization by the holders of those rights to place the material on the website. By placing your contributions or your own photographs on the website, you expressly confer on Thematics Asset Management the right to publish these contributions or photographs on the website, without having any claim to payment. In any event, the user fully safeguards Thematics Asset Management against any claims by third parties.
Personal data You may freely visit this website and consult the information on the organization and services of Thematics Asset Management without having to provide any personal data in order to do so.
Only the subscription service offered by this website requires personal data to be entered. Each time you communicate personal data, Thematics Asset Management will handle these in accordance with the policy, and with its legal obligations on handling personal data.
Personal data are recorded in a secure environment which is not open to the public. They are handled only for internal purposes (client management, etc.). Thematics Asset Management uses the personal data it collects to make contact with you and to offer you the best possible service. These data are not retained for longer than is necessary to provide the service, or use the function, in question. Thematics Asset Management generally does not pass on these personal data to third parties, except to fulfill legal obligations and in the event of a request from the courts or the police. If, exceptionally, Thematics Asset Management were to pass on personal data to organizations or companies with which it works, you will be expressly informed or asked to give your express consent. A user who provides his/her personal data expressly authorizes Thematics Asset Management to handle them to achieve the goals given above.
In accordance with articles 39 and following of law no. 78-17 of 6 January 1978, amended in 2004, regarding information technology, files, and personal freedom, any person may request communication, and, if applicable., correction or deletion of their data concerning them, by emailing: contact@thematics-am.com.
Passwords
You may need to use a password to access certain parts of the website. In that event, access to those parts without using a password is strictly prohibited. If you have received such a password, this must remain confidential and secret. Any use of our services after valid identification using your password will be taken to be by you. Thematics Asset Management has the right to cancel your password if the website’s security is threatened.
Cookies By browsing the https://thematics-am.com/ website, one or more cookies may be stored on your computer, mobile phone or tablet. This section helps you better understand how cookies work and how to set your internet browsers to manage them well.
1 – DEFINITIONS What is a cookie? A cookie is a small text file that is stored on the hard drive of your computer when you visit a website or view an ad. Cookies are managed by your web browser. They are designed to collect information about your visits to websites and to offer you personalised services, but they cannot be used to recover data from your hard drive, install viruses or access your personal information.
Different potential issuers
Cookies from http://www.thematics-am.com (first-party cookies): Our website stores these cookies on your device in order to meet browsing and optimisation needs for our website.
Third-party cookies: These cookies are set by third-party companies, such as service providers or partners. For example:
Web pages can contain components stored on other domain servers (images or other embedded content: YouTube videos, Flickr slideshows, etc.). These websites can set their own cookies when users access these external components during web browsing. Websites can use the services of a third party company to analyse their audience. The company defines its own cookie to carry out this service. Websites can also use a third party advertising network to broadcast ads. This website does not use any advertising service. Social networking sites can set cookies for content sharing or to generate access statistics when you click on “sharing buttons”.
2 – DIFFERENT TYPES OF COOKIES USED ON www.thematics-am.com Various types of cookies are used on this website, each with different purposes.
Required cookies and cookies that improve your browsing experience: These cookies are required for the functioning of the website and are set by https://thematics-am.com. They enable you to use the main features of the site (e.g. session cookies, language preference cookies). They record information about your browsing on the website using the computer on which the cookies are stored and are not kept for more than one month.
Cookies that are essential for the use of the www. thematics-am.com website have the following functions:
Session ID Cookie management Language/country preferences Profile settings Cookies related to external components: External components are likely to set cookies, for example YouTube. Please view the cookies policy of the relevant websites.
Audience analysis cookies: These cookies are stored for statistical purposes. In particular, we record the number of page views, the number of visits, as well as visitor activity on the website and the number of times people return, using AT Internet® solutions. These cookies are not stored for more than 13 months.
Social network cookies: Social networks such as LinkedIn, Twitter, Google+ and Facebook are likely to set cookies. The presence, number and status of these cookies depends on your use of these platforms before and during your visit to the website. Please view the cookies policy of the relevant social networking sites.
3 – MANAGING COOKIES Monitoring and deleting: If you would like to change the way your browser uses cookies, or to disable cookies, you can do so in your browser settings.
Most browsers allow you to accept or reject all cookies, to accept only certain types of cookies, or ask you each time a website wants to store a cookie. They also allow you to delete cookies stored on your computer.
In order to manage cookies in the way that best meets your needs, you can change your browser settings based on its configuration to control or prevent cookies from being stored:
Internet Explorer™: Tools Menu > Internet Options > Privacy (See http://windows.microsoft.com/en-us/windows-vista/Block-or-allow-cookies)
Safari™: Safari Menu > Preferences > Privacy (See http://support.apple.com/kb/PH17191?viewlocale=en_US)
Chrome™: Chrome Menu (tools) > Settings > Show advanced settings > Privacy > Content settings > Cookies (See https://support.google.com/chrome/answer/114662)
Firefox™: Tools menu > Options > Privacy > History > Cookies (See https://support.mozilla.org/en-US/kb/enable-and-disable-cookies-website-preferences)
Opera™: Preferences > Advanced > Cookies (See http://help.opera.com/Windows/10.20/en/cookies.html)
Responsibility Except in the event that it is seriously at fault or negligent, and can be demonstrated to have caused loss or damage as a result, Thematics Asset Management cannot be held responsible for any loss or damage that may result from using this website or the information on it or obtainable through it (notably via links). Thematics Asset Management can also not be held responsible for any loss or damage resulting from technical failure, interruptions to access to the website, or any problems with your computer or software. Thematics Asset Management cannot be held responsible for any loss or damage due to viruses, bugs, Trojan horses, etc. that appear on the website despite the precautions taken.
Legal jurisdiction This website is governed by French law, and only the French courts may deal with any dispute that may arise in relation to this website.
Retail investor Intro
I confirm that I have read the user conditions set out below:
Legal notice This website was created by Thematics Asset Management. It is managed and updated by Thematics Asset Management.
Thematics Asset Management A French Asset Management Company, incorporated under the form of Société par Actions Simplifiée (simplified joint-stock company) with a share capital of EUR 150,429 Registered Office: 43, avenue Pierre Mendès-France – 75013 Paris Company Trade Registration (RCS) Number 843 939 992 Paris Legal representatives: Mr. Karen Kharmandarian and Mr. Mohammed Amor email: contact@thematics-am.com Principal activity (APE): 6630Z- Fund management Intracommunity VAT n° FR 968 439 399 92 Thematics Asset management is a portfolio management company approved by the Autorité des Marchés Financiers (French Financial Market Autority – AMF) under no GP-19000027, on 28 May 2019
Details of the regulatory authority: Autorité des marchés financiers (AMF) 17 place de la Bourse 75082 Paris Cedex 02 FRANCE
Webhost: Planet Service, 21, rue de Fécamp, 75012 Paris, tel : 01 43 37 02 04
Thematics Asset Management is an affiliate of Natixis Investment Managers
General conditions of use This website and the information it contains may be used provided that these conditions of use are fully complied with. The information you will find on this website or to which the site links is of a general nature and therefore cannot be considered as tailored to your personal needs or to particular circumstances. Thematics Asset Management reserves the right to change the information on this website at any time at its discretion and without notice. Thematics Asset Management does everything in its power to ensure that the information published is as complete, correct, accurate, and up-to-date as possible. Thematics Asset Management cannot be held responsible for any errors or inaccuracies on this site, or for any loss or damage resulting from the use of this information. However, if the published information appears to contain errors, or information expected to be found on this site is lacking, Thematics Asset Management undertakes to remedy the situation as soon as possible after having been notified of such shortcomings. To notify us of any errors please contact: contact@thematics-am.com
Notice regarding the products and services The information (data, graphs, and documents) contained in this site, though provided by reliable sources, does not constitute any form of investment advice. Moreover, this site is consulted entirely at the viewer’s risk. If you want to make an investment, you should contact your financial adviser, who will help you assess which products are suited to your needs, and will also advise you of the potential risks. By agreeing to consult this site you release Thematics Asset Management from all responsibility now or in the future for any use you may make of this information. The information on this site is not meant for dissemination or to be used by any person or entity in a country or jurisdiction where this dissemination or use would contravene the law or regulations, or would oblige Thematics Asset Management to comply with the regulation requirements in these countries or jurisdictions. The totality of products and services may not be registered or authorized in all countries or available to all clients.
The data and information on this site are given purely for information. No information on this site constitutes an offer to buy, an offer to sell securities, investment advice regarding the purchase or sale of any security, or an offer or solicitation by Thematics Asset Management to supply investment advice or financial, legal, fiscal, or investment services, or the buying or selling of securities or other financial instruments. Thematics Asset Management do not gives any guarantee or makes any declaration, expressly or implicitly, that the information given on this site is accurate, complete, or up to date. Any investment in UCITs/AIF must be made only after having consulted the UCITs/AIF’ simplified prospectus/key investor information document and the annual and six-monthly reports, if available. These documents may be obtained either from this website or directly from the company that manages the UCITs/AIF in question.
Availability and compatibility Thematics Asset Management does all it can to ensure that there is no interruption to the availability of this website. However, it accepts no responsibility for any loss or damage suffered as a result of any interruptions – whether voluntary or involuntary – which may occur. Thematics Asset Management does not offer any guarantee regarding the compatibility of the forms on this website with any infrastructure or with your material. As a user, you must ensure that you have the appropriate computer equipment as well as the necessary software, including security software (firewall and anti-virus).
Intellectual property rights The user expressly acknowledges that the information and data made available to him/her are and remain the property of Thematics Asset Management, as stated on the website. Text, designs, photographs, images, data, company and domain names, brands, logos, and other elements are protected by intellectual property rights. No one may reproduce these or disseminate them in the public domain without prior authorization in writing from Thematics Asset Management Environment and Infrastructure, except where laws on authors’ rights and related rights stipulate otherwise. As a user you have, for example, the right to download information from this website and reproduce it for private use, and disseminate it among family members free of charge.
If Thematics Asset Management allows you to put your own contributions or images on the website, you may not submit material that is protected by intellectual property rights, unless you yourself hold these rights or have been given the necessary authorization by the holders of those rights to place the material on the website. By placing your contributions or your own photographs on the website, you expressly confer on Thematics Asset Management the right to publish these contributions or photographs on the website, without having any claim to payment. In any event, the user fully safeguards Thematics Asset Management against any claims by third parties.
Personal data You may freely visit this website and consult the information on the organization and services of Thematics Asset Management without having to provide any personal data in order to do so.
Only the subscription service offered by this website requires personal data to be entered. Each time you communicate personal data, Thematics Asset Management will handle these in accordance with the policy, and with its legal obligations on handling personal data.
Personal data are recorded in a secure environment which is not open to the public. They are handled only for internal purposes (client management, etc.). Thematics Asset Management uses the personal data it collects to make contact with you and to offer you the best possible service. These data are not retained for longer than is necessary to provide the service, or use the function, in question. Thematics Asset Management generally does not pass on these personal data to third parties, except to fulfill legal obligations and in the event of a request from the courts or the police. If, exceptionally, Thematics Asset Management were to pass on personal data to organizations or companies with which it works, you will be expressly informed or asked to give your express consent. A user who provides his/her personal data expressly authorizes Thematics Asset Management to handle them to achieve the goals given above.
In accordance with articles 39 and following of law no. 78-17 of 6 January 1978, amended in 2004, regarding information technology, files, and personal freedom, any person may request communication, and, if applicable., correction or deletion of their data concerning them, by emailing: contact@thematics-am.com.
Passwords
You may need to use a password to access certain parts of the website. In that event, access to those parts without using a password is strictly prohibited. If you have received such a password, this must remain confidential and secret. Any use of our services after valid identification using your password will be taken to be by you. Thematics Asset Management has the right to cancel your password if the website’s security is threatened.
Cookies By browsing the https://thematics-am.com/ website, one or more cookies may be stored on your computer, mobile phone or tablet. This section helps you better understand how cookies work and how to set your internet browsers to manage them well.
1 – DEFINITIONS What is a cookie? A cookie is a small text file that is stored on the hard drive of your computer when you visit a website or view an ad. Cookies are managed by your web browser. They are designed to collect information about your visits to websites and to offer you personalised services, but they cannot be used to recover data from your hard drive, install viruses or access your personal information.
Different potential issuers
Cookies from http://www.thematics-am.com (first-party cookies): Our website stores these cookies on your device in order to meet browsing and optimisation needs for our website.
Third-party cookies: These cookies are set by third-party companies, such as service providers or partners. For example:
Web pages can contain components stored on other domain servers (images or other embedded content: YouTube videos, Flickr slideshows, etc.). These websites can set their own cookies when users access these external components during web browsing. Websites can use the services of a third party company to analyse their audience. The company defines its own cookie to carry out this service. Websites can also use a third party advertising network to broadcast ads. This website does not use any advertising service. Social networking sites can set cookies for content sharing or to generate access statistics when you click on “sharing buttons”.
2 – DIFFERENT TYPES OF COOKIES USED ON www.thematics-am.com Various types of cookies are used on this website, each with different purposes.
Required cookies and cookies that improve your browsing experience: These cookies are required for the functioning of the website and are set by https://thematics-am.com. They enable you to use the main features of the site (e.g. session cookies, language preference cookies). They record information about your browsing on the website using the computer on which the cookies are stored and are not kept for more than one month.
Cookies that are essential for the use of the www. thematics-am.com website have the following functions:
Session ID Cookie management Language/country preferences Profile settings Cookies related to external components: External components are likely to set cookies, for example YouTube. Please view the cookies policy of the relevant websites.
Audience analysis cookies: These cookies are stored for statistical purposes. In particular, we record the number of page views, the number of visits, as well as visitor activity on the website and the number of times people return, using AT Internet® solutions. These cookies are not stored for more than 13 months.
Social network cookies: Social networks such as LinkedIn, Twitter, Google+ and Facebook are likely to set cookies. The presence, number and status of these cookies depends on your use of these platforms before and during your visit to the website. Please view the cookies policy of the relevant social networking sites.
3 – MANAGING COOKIES Monitoring and deleting: If you would like to change the way your browser uses cookies, or to disable cookies, you can do so in your browser settings.
Most browsers allow you to accept or reject all cookies, to accept only certain types of cookies, or ask you each time a website wants to store a cookie. They also allow you to delete cookies stored on your computer.
In order to manage cookies in the way that best meets your needs, you can change your browser settings based on its configuration to control or prevent cookies from being stored:
Internet Explorer™: Tools Menu > Internet Options > Privacy (See http://windows.microsoft.com/en-us/windows-vista/Block-or-allow-cookies)
Safari™: Safari Menu > Preferences > Privacy (See http://support.apple.com/kb/PH17191?viewlocale=en_US)
Chrome™: Chrome Menu (tools) > Settings > Show advanced settings > Privacy > Content settings > Cookies (See https://support.google.com/chrome/answer/114662)
Firefox™: Tools menu > Options > Privacy > History > Cookies (See https://support.mozilla.org/en-US/kb/enable-and-disable-cookies-website-preferences)
Opera™: Preferences > Advanced > Cookies (See http://help.opera.com/Windows/10.20/en/cookies.html)
Responsibility Except in the event that it is seriously at fault or negligent, and can be demonstrated to have caused loss or damage as a result, Thematics Asset Management cannot be held responsible for any loss or damage that may result from using this website or the information on it or obtainable through it (notably via links). Thematics Asset Management can also not be held responsible for any loss or damage resulting from technical failure, interruptions to access to the website, or any problems with your computer or software. Thematics Asset Management cannot be held responsible for any loss or damage due to viruses, bugs, Trojan horses, etc. that appear on the website despite the precautions taken.
Legal jurisdiction This website is governed by French law, and only the French courts may deal with any dispute that may arise in relation to this website.
