Thematics Asset Management draws the public's attention to the impersonation of its identity and the identity of some of its staff members, including by the use of e-mail addresses not ending by thematics-am.com.
Thematics AI & Robotics
The automation and technological improvements wrought by AI and Robotics are changing the way we live, interact and do business. This is occurring through the combination of significant advancements in performance capabilities and rapidly declining costs in key enabling technologies. Use cases are many and growing from opportunities in industrial automation and health care to office tasks and consumer services. This allows the portfolio managers (PMs) to construct a balanced and diverse portfolio based on their strongest convictions.
Thematics AI & Robotics
Thematics Meta
Thematics Safety
Thematics Subscription Economy
Thematics Water
Our identity
Thematics AM is a firm fully dedicated to thematic investing, with partners who have been pioneers in the field.
Thematic investing enables investors to link their vision of the world and its evolution directly to their investments. Applying a thematic lens to investing helps home in on tectonic shifts shaping tomorrow’s world, affecting companies as well as the flow of money.
EUR 3.5 bn under management
8 thematic strategies
23 employees
Source : Thematics Asset Management as of June 30, 2024
Our philosophy
At Thematics AM, we use a thematic lens to look at the world in our quest to generate sustainable risk-adjusted excess returns over the long-term.
Four major pillars define our philosophy.
Secular growth
Focused
Unconstrained
Responsible
Discover our Values
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.
Client Centricity
With an alignment of interests allied to an openness to client dialogue, we place equal value on all clients and believe that integrity and transparency will lead to long term results.
Entrepreneurship
Having been established as an entrepreneurial venture by the founders, it is important that all employees find support for the development for new ideas.
Innovation
We believe that innovation goes hand-in-glove with entrepreneurship, and feel that innovative ideas, where appropriate, should be developed.
Excellence
We believe that by extending our sector-specific expertise into other areas of our business, and by maintaining high standards in all our activities, that we can foster an environment of excellence.
Meet our team
Our team is dedicated to providing a high-quality and personalised service.
Pierre-Alexis François
Co-Manager of Thematics Wellness strategy
Arnaud Bisschop
Co-Manager of Thematics Water strategy
Marine Dubrac, CFA
Co-Manager of Thematics Wellness strategy
Edouard de Nagourski
Senior Product Specialist
Nolan Hoffmeyer
Co-Manager of Thematics Subscription Economy strategy
Eglantine Revenaz
COO & General Secretary
Alexandre Zilliox
Co-Manager of Thematics AI & Robotics strategy
Updates from our blog
Decoding AI Security: The Good. The Bad. And The Terrifying.
As the hype subsides, safety takes centre stage.
Proxy Voting Dashboard
Global ESG Performance - Label ISR 2021
Principles of Adverse Impact Report 2023
Global ESG Performance - Label ISR 2023
Global ESG Performance - Label ISR 2020
Thematics Subscription Economy Presentation
More and more companies are turning to subscriptions to monetize their services.
Thematics Water Presentation
The world's only true, life sustaining resource.
PRI Assessment Report 2021
Thematics AI & Robotics Presentation
Increasingly widespread in all aspects of our daily lives.
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