After surveying 90 fund selectors, the Broadridge study, carried out on behalf of AXA Investment Managers, concludes that there are significant regional differences in thematic investing. Europe leads the ranking with 90%, followed by Asia-Pacific with 80% and North America with 70%. Globally, assets in thematic funds currently exceed 572,000 million euros, a figure that is expected to continue increasing. Until 2018 their annual growth was 37%, but it has skyrocketed in recent years, reaching 77% in 2020.
Thematic investing has become a must for the main fund selectors. In order to understand and standardize the categories that belong to this type of investment, Broadridge has created a classification into five macro groups: sustainability, emerging tech, changing consumption, healthy living and multi-theme. This classification aims to solve one of the main issues when we talk about thematic investment: the non-existence of standardized and shared categories or themes at a global level.
These macro groups are divided into subcategories. You can see the topics that make up each group below, as well as the percentage they represent.