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Laxman Pai, Opalesque Asia: Both institutional and wholesale investors expect a thematic focus in their investments to improve the long-term performance, said a survey.
According to a new survey conducted by Greenwich Associates and sponsored by BNP Paribas Asset Management nine out of 10 investors expecting thematic investing to benefit long-term performance, while three quarters are using thematic funds to access strategies with a focus on sustainable investing.
88% of wholesale and 36% of institutional investors already use or plan to use thematic strategies, said the survey.
90% of investors believe that thematic investing has a positive impact on long-term performance.
For 76% of investors, the main goal for using thematic investing strategies is sustainability and ESG, followed by the ability to enhance investment returns, include a more innovative or disruptive investment approach, or increase diversification.
In terms of asset classes, wholesale appetite centers primarily on equity thematic investing strategies followed by fixed income strategies. Institutional investors invest also mainly through equities, followed by private markets, the survey found.
The growth of thematic investing looks set to accelerate, driven by upcoming regulatory change, including the integration of ESG preferences in investor choices under MiFID II as well as demand from institutional investors.
Meanwhile, data from Morningstar shows that over the three years to Mar...................... To view our full article Click here
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