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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

Artificial Intelligence &amp; Robotics, Safety, Subscription Economy, Water and Wellness are all 'themes'' that are rapidly becoming more prevalent in every aspect of our daily lives. These themes benefit from long term global trends in demographic, environmental, technological or lifestyle factors that will be captured in the Meta strategy. This represents a potentially attractive and differentiated investment opportunity

Thematics Meta

Safety is
invisible yet essential. Increasing regulation, the digitalization of the
economy &amp; society and geopolitical instability have a profound impact on
safety. Safety considerations and features are present everywhere, all the time
and in every part of the economy, straddling both the digital and real
worlds.&nbsp;

 Technology is rapidly changing our world, creating new risks to
the safety and security of individuals, communities, industries and nation
states. As new threats emerge to this basic need, new steps will be taken to
mitigate them, which supports the resiliency of the investment theme. This
allows the strategy
managers to construct a balanced and diverse portfolio based on their strongest
convictions.&nbsp; 

Thematics Safety

While some
industries were born as subscription services such as telecommunication
operators and media companies, many other industries are now offering
subscriptions: video and music streaming, fitness, video games, mobile apps,
retail, etc. In the B2B space, the growth and success of subscription-based
software is pushing companies to use them more extensively. 

We believe
subscriptions represent a more convenient and sustainable way to consume while
vendors benefit from highly recurring revenue with positive economics. The
subscription economy encapsulates both online and offline services and
solutions, allowing the strategy
managers to construct a balanced and diverse portfolio based on their strongest
convictions.&nbsp;

Thematics Subscription Economy

Water is a basic need, not only for human life
but also for economic development. Demand is increasing for the provision of
technologies and services to deliver the required quantity and quality of
water, and companies participating in this market benefit from a visible and
resilient growth opportunity. This allows the strategy managers to construct a balanced and
diverse portfolio based on their strongest convictions.

Thematics Water

In
response to today’s mass consumption-oriented and fast-paced lifestyles,
individual consumers are increasingly focused on being healthy in body and
mind. They are actively seeking to make healthier choices in order to prevent
mental and physical illness and prolong life. The wellness economy includes all
industries providing products and services that enable consumers to incorporate
wellness activities and lifestyles into their daily lives. This allows the fund
managers to construct a balanced and diverse portfolio based on their strongest
convictions.

Thematics Wellness

Know more about our thematic range

15/11/2024 - vigilance alert: impersonation of employees of Thematics Asset Management (« Thematics »)Thematics, a French asset management company, an affiliate of Natixis Investment Managers, draws attention to the public regarding the impersonation of the identity of some of its employees.This fraudulent scheme, involving the impersonation of Thematics team members, currently seems to target cryptocurrencies and potentially other products.These fraudulent offers and contracts have no legal value and do not bind Thematics or lead to its liability.Thematics does not offer investments to clients via direct mail, social networks, electronic trading platforms, or by phone.If you have been solicited, we urge you to:(i) not follow up on these solicitations or make any corresponding payments; and(ii)&nbsp;
















contact
immediately:&nbsp;<a href="mailto:ClientServicingAM@natixis.com">support@thematics-am.com </a>Thematics urges its clients, prospects, and anyone else to exercise the utmost vigilance and not respond to any investment solicitations made through emails, phone calls, or exchanges on social networks/instant messaging.Furthermore, the French Financial Markets Authority (AMF) and professional associations for asset management and wealth advise not to follow up on solicitations from individuals who are not clearly identified without first conducting thorough checks to verify their identity:•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; contact the company your interlocutor claims to represent after searching for their contact details (phone, email and postal addresses) to verify that the contact indeed comes from them;•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; compare your interlocutor's email to that of the authorized professional;•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; inquire with the professional association your interlocutor claims to be a member of;•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; check the AMF website for a summary table of unauthorized actors and sites or actors impersonating regulated actors.The AMF emphasizes the rules of vigilance and good practices before any investment:•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Do not disclose your personal information (phone, email, identity documents, bank account details, proof of address, etc.) to contacts or sites whose reliability you cannot verify, or by filling out forms on the internet after clicking on an advertisement banner;•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Do not follow up on unsolicited phone calls;•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Do not take at face value the information given by a phone interlocutor, who may not necessarily be who you think they are;•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Do not succumb to urgency or pressure from your interlocutor, take the time to think about it;•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Beware of promises of quick gains without counterparties; there is no high return without high risk.