Thematic investing: What is it?
Themes are a critical element of our idea-generation process. Alongside evaluation of every opportunities and environmental, social and governance (ESG) considerations, themes are a key component of our approach.
We believe that the continuing effort and emphasis that we place on themes makes us well placed to satisfy the investors’ requirements.
How do we do it?
Our definition of a theme is:
How do we go about identifying themes, and what characteristics do we see in themes that we can leverage?
Through our thematic research process, we first determine and measure what we call the ‘key characteristics’ of a theme. Then we split these characteristics into different criteria, and we use these criteria to determine a theme’s long-term credibility and potential for investment.
How do we use themes in our investment process?
We have a long tradition of thematic investing. With the advancement of scientific methods coming from machine learning, statistics, data science, mathematics and with the breadth of data, our thematic research capabilities have continued to evolve. Today, our robust thematic framework serves as a guiding principle, allowing us to put our ideas into a framework. We have specific thematic investment teams with responsibility for different components of our thematic research.
Our thematic investment ideas
BNY Mellon Mobility Innovation Fund
BNY Mellon US Municipal Infrastructure Debt Fund
Blockchain Innovation
Thematic content
This document is not intended as investment advice. This document must not be used for the purpose of an offer or solicitation in any jurisdiction or in any circumstances in which such offer or solicitation is unlawful or otherwise not permitted. This document should not be issued, circulated, distributed, published, reproduced or cause to be issued, circulated, distributed, published or reproduced (whether in whole or in part) to any other persons without the prior written consent of BNY Mellon Investment Management Hong Kong Limited.
Investment involves risk. Past performance information presented is not indicative of future performance. Investment returns may be exposed to exchange rate fluctuations. The value of investments may go down or up. This document has not been reviewed by the Securities and Futures Commission.
Information in this document is subject to change without notice. To the extent permitted by applicable laws, rules, codes and guidelines, BNY Mellon Investment Management Hong Kong Limited accepts no liability whatsoever whether direct or indirect that may arise from the use of or reliance on the information contained in this document.
The information has been provided without taking into account the investment objective, financial situation or needs of any particular person. To the extent permitted by applicable laws, rules, codes and guidelines, BNY Mellon Investment Management Hong Kong Limited and its affiliates are not responsible for any subsequent investment advice given based on the information supplied. You should not rely on this document alone to make investment decisions. If you are in any doubt about any of the contents of this document, you should obtain independent professional advice.
In Hong Kong, the issuer of this document is BNY Mellon Investment Management Hong Kong Limited, which is registered with the Securities and Futures Commission (Central Entity Number: AQI762).
BNY Mellon Investment Management Hong Kong Limited and any other BNY Mellon entity(ies) mentioned are ultimately owned by The Bank of New York Mellon Corporation. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and its subsidiaries.
MC112-18-01-2023 (6M)