Longer-term investments

For investors seeking broad market exposure with minimal active management, a portfolio theoretically fully invested in the MSCI AC World Index (100%) provides comprehensive global diversification. Many of our TRIO’s high-conviction single-stock picks are also represented in this index. As of end-October 2025, the MSCI AC World Index has approximately 32.0% exposure to AI, 4.8% to longevity, and 2.6% to power and resources (for more details about the constituents, please see our respective equity list). In total, this amounts to about 39.4% TRIO exposure within a standard equity portfolio, enabling investors to benefit from major structural trends even via a purely passive investment approach. While this exposure offers a strong starting point for investors without intentional allocations, it also highlights a significant concentration in the AI topic. By adding targeted tilts to their portfolios, investors can access a broader range of structural investment opportunities and achieve significantly greater diversification by tapping into different drivers of structural trends.

For investors seeking to add some structural growth exposure, but maintain high diversification with a modest allocation, we suggest a roughly 90% MSCI AC World and 10% global multi-structural trends strategies division. This introduces long-term growth drivers while maintaining low tracking error and style risk. For investors seeking to enhance their portfolios with a sector or structural investment opportunities tilt, but who wish to keep tracking error minimal, we recommend diversifying the topic allocation across both global multi-structural trends strategies and sector-tilted multi-structural trends strategies. This approach allows for targeted exposure to preferred structural investment opportunities or sectors (e.g., multi-tech topics), while ensuring the portfolio remains closely aligned with the benchmark.

Investors with strong conviction in specific long-term trends may consider allocating 80% of their equity portfolio to MSCI AC World, 10% to multi-structural trends strategies, and 10% to TRIOs or single structural trend ideas from our LTI universe. For a more diversified approach, we recommend mixing TRIOs such as AI, power and resources, and longevity, and single structural trend strategies such as water scarcity, the digital consumer and fintech. Investors can benefit by selecting structural investment opportunities that are less correlated with each other. Alternatively, for a higher-conviction sector tilt, investors could also consider concentrating their structural trends allocation (e.g., all technology, all health care, or all environmental solutions), amplifying exposure to their preferred areas of innovation and growth.

For clients with strong conviction in long-term trends, we suggest reducing the MSCI AC World allocation to 70%, allocating 5% to low tracking error multi-structural trends strategies, and increasing exposure to TRIOs or single structural trend ideas from our LTI universe to 25%. Like with the structural trends focus strategy, investors can choose between a diversified strategy selecting less correlated single structural trend investments, or if they prefer specific areas of innovation and growth, the allocation can be concentrated in correlated structural trends (e.g., all technology, all health care, or all environmental ideas).

For the most growth-oriented investors, portfolios could include 70% MSCI AC World, up to 25% single structural trend solutions or TRIOs, and up to 5% individual stocks—high-conviction, niche opportunities not covered by other investment strategies (such as mid-cap pure-play stocks with lower representation in diversified investment strategies). This profile maximizes structural trends exposure and allows for targeted investments, while maintaining a diversified core.