Why thematic investing
At BNP Paribas Asset Management, we believe successful investing is about shaping the future, not just reacting to it.
At the forefront of growth
Thematic investing involves analysing and anticipating how global trends are shaping societies and economies. This forward-looking mindset enables us to identify the structural forces driving long-term growth and translate them into investable opportunities that deliver lasting value for our clients in three distinct ways:
Investor alignment
Investors can select themes that reflect their values and beliefs.
Enhanced diversification
Investors can add themes that cut across industries and geographies, tapping into the most dynamic parts of the global economy.
High growth potential
Investor can select themes that create exposure to the opportunities most likely to drive tomorrow’s economy.
A lateral approach to investing
Thematic investing focuses on long-term structural themes that are expected to shape the future. Unlike traditional investing, which typically targets specific regions, sectors, or market capitalisations, a thematic approach cuts across these boundaries to capture opportunities aligned with a broader theme. This lateral perspective enables investors to look beyond conventional classifications to uncover companies and industries both within and outside of traditional benchmarks, capture innovation and disruption across sectors and geographies, and align their portfolios with transformative forces.
Capitalising on long-term trends
Thematic strategies benefit from multi-generational opportunities shaped by
megatrends.
Focuses on innovation, disruption and resilience
Thematic strategies focus on long-term forces whether through innovation and disruption or through the development and reinforcement of essential, resilient systems.
Exploits a broad investment landscape
Thematic strategies invest in companies across different sectors, market caps and regions that benefit from the underlying theme.
Captures opportunities across the value chain
Thematic strategies invest in both the enablers who develop transformative solutions within each theme and the adopters who use these solutions.
Thematic investing through our lens
The world is undergoing rapid changes creating new, long-term investment opportunities.
Why BNP Paribas asset management
Experience is everything
As a truly global asset manager, our thematic investment experts leverage our worldwide presence and world-class research capabilities to deliver long-term value for our clients.
Two-decade long track record
20+ years’ experience in sustainable and thematic investing
A thematic leader in Europe
Managing over 8% of Europe’s thematic assets
Comprehensive range of thematic strategies
A complete offering to meet any client need
Sustainability standard
Fully integrated analysis across all thematic strategies
Experienced and dedicated teams
Multi-disciplinary teams working as one in our clients’ best interests
Global scope and reach
On-the-ground expertise for a large variety of relevant topics worldwide
Thematic expertise
This experience has made us a recognised leader in thematic investing, with more than 8% of Europe’s thematic assets under management.
Source: BNPP AM analysis based on Morningstar data as of end of February 2025. Legacy BNPP AM data only.
#2
Sustainable thematic asset manager in Europe by AUM
#2
Active thematic asset manager in Europe by AUM
#3
Firm in net new cash over the past 5 years in thematic AUM
A range of thematic investing solutions
Our thematic strategies aim to capitalise on key themes including clean energy, natural capital, social equality, technology and digital transformation, healthcare innovations, consumer, and sovereign and security.
-
Global megatrends
-
Disruptive technology
-
Water
-
Clean energy
Important information
BNP PARIBAS ASSET MANAGEMENT Singapore Limited, “the investment management company”, is a company incorporated in Singapore with its registered office at 20 Collyer Quay, #01-01 Collyer Quay, Singapore 049319, Company Registration No. 199308471D.
This material is issued and has been prepared by the investment management company. This advertisement has not been reviewed by the Monetary Authority of Singapore. It contains opinions and statistical data that are considered lawful and correct on the day of their publication according to the economic and financial environment at the time.
This document is produced for information purposes and does not constitute:
- an offer to buy nor a solicitation to sell, nor shall it form the basis of or be relied upon in connection with any contract or commitment whatsoever or;
- investment advice.
This document does not have any regard to the specific investment objectives, financial situation or particular needs of any person. Investors should consult their own professional advisors in respect of legal, accounting, domicile and tax advice prior to investing in the fund in order to make an independent determination of the suitability and consequences of an investment therein, if permitted. Investors considering subscribing for the fund should read carefully the most recent prospectus, offering document or other information material and consult the fund’s most recent financial reports before investing, as available from the investment management company or its authorized distributors. Given the economic and market risks, there can be no assurance that the fund will achieve its investment objectives. Investments in the fund are not deposits or other obligations of, or guaranteed, or insured by the investment management company or its authorized distributors or their affiliates and are subject to investment risks, including the possible loss of principal amount invested. Returns may be affected by, amongst other things, investment strategies or objectives of the fund and material market and economic conditions, including interest rates, market terms and general market conditions. Past performance of the fund or the managers, and any economic and market trends or forecast, are not necessarily indicative of the future or likely performance of the fund or the manager. The value of shares in the fund, and the income accruing to the shares (if any), may fall as well as rise and investors may not get back the full amount invested. Funds which are invested in emerging markets, smaller companies and derivative instruments may also involve a higher degree of risk and are usually more sensitive to price movements.
Views and opinions included in this document constitute the judgment of the investment management company and its affiliates at the time specified and may be subject to change without notice.
Some of the solutions or services listed on this Website may not be available for offer to retail investors.