Thematic investing

At UBS Asset Management, we harness deep thematic research and global insights to identify secular growth trends reshaping our world – from digital transformation and climate change to demographic shifts and societal evolution.

Through disciplined bottom-up analysis and a forward-looking mindset, we offer investors access to companies that drive transformative change.

Dual approach to thematic investing
We offer both generic and pure-play thematic strategies, providing flexibility to align with different investor objectives. Investors may choose the generic approach for core allocations and risk mitigation, while the pure-play approach is ideal for those seeking targeted, high-conviction exposure to specific megatrends. A combination of both helps create a balanced, future-ready portfolio.
Collaboration with experts
Our investment teams collaborate with academic and industry experts to uncover long-term opportunities that transcend traditional sector boundaries. Sustainability considerations are embedded throughout our investment process, aligning our strategies with long-term value creation and evolving stakeholder expectations.
Global reach
With investment teams located across key markets, we leverage global insights and local perspectives. Our strategies span multiple regions and themes, helping investors align portfolios with powerful megatrends and structural change.

Two pillars of thematic investing

Generic thematic strategies deliver diversified access to a broad universe of companies driving influential investment themes. By combining core players with peripheral innovators – from established industry leaders to emerging disruptors – these strategies aim to provide a balanced approach to capturing long-term structural trends and unlocking future growth potential.

Pure-play strategies focus on high-growth disruptors and innovators with at least 50% of revenues attributable to a specific theme. This offers the opportunity for high exposure to companies often overlooked by traditional benchmarks. Our conviction-based stock selection, grounded in fundamental research and long-term perspective, typically leads to limited overlap with standard indices and a high active share.

Our strategies

Whether generic or pure play, our thematic strategies target powerful, long-term structural trends that are likely to shape our lives and markets for years to come. The strategies are designed to offer exposure to at least one of the following three broad themes.

Planet and climate

The transition to a low-carbon economy provides significant investment opportunities. We focus on unlocking this potential across themes such as biodiversity, circular economy, water usage, energy transition, electrification, and infrastructure.

Health and people

Aging populations and rising healthcare costs put pressure on the healthcare industry. Innovative companies from sectors such as health transformation, digital health and biotech offer investment opportunities that can drive long-term performance.

Digitization and technology

We seek investment opportunities across themes and industries ranging from robotics and automation, to cybersecurity, digital transformation, big data and computing power, to artificial intelligence, and cloud solutions.

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Risks

No capital protection. Investors may lose all or part of their investment.
Equity markets can be volatile, which may impact fund performance in the short term.
A slowdown in global economic growth could have a negative impact on portfolio companies and equity markets in general.
Exposure to mid-cap securities may result in higher volatility and increased liquidity risk.
Changes in laws, regulations, or political environments can impact markets or specific companies.
Sustainability and ESG considerations may have an adverse impact on stock price performance.