SINGAPORE (June 29): Thematic investing, often called trend investing or mega-trend investing, is a broad term used to describe investment approaches which focus on certain economic, corporate, social or technological themes. In today’s highly disruptive world, these themes are typically focused around the main two drivers of long-term corporate behaviour — demographic shifts and technological changes.
One such fund manager is Framlington Equities which adopts an active investing process which is based on fundamental analysis, adding and removing stocks from a portfolio, in an effort to outperform the broader market or a specific index on a risk-adjusted basis. Framlington Equities is one of the asset groups belonging to AXA Investment Managers (AXA IM), part of the AXA group, which was reorganised in March this into AXA IM Alts and AXA IM core.
“Within Framlington Equities, we have created themes such as evolving trends, fintech, clean economy, women empowerment and we are seeing a lot of demand for these investment themes, not only on the retail side but for key institutional clients which look at these themes specifically,” says Terence Lam, managing director, head of sales and marketing, Asia at AXA IM.