Reframing US Technological Innovation by Integrating Thematics and ESG
- 22 mins 51 secs
Learning: UnstructuredHistorically, investment approaches have been focused on countries, regions, asset classes, sectors, and individual stock characteristics. However, in the last few years there has been a growth in a forward-looking trend with the rise of thematic investing. Thematic Investing aims to capitalize on opportunities created by macroeconomic, geopolitical and technological trends and clients are adding an ESG layer to capture the best of both worlds. Joining us today is Stephane Mattatia, Global Head of Derivatives Licensing and Thematic Indexes at MSCI, Dr. Valerio Schmitz-Esser, Head of Index Solutionsat Credit Suisse Asset Management, Lukas Neckermann, Managing Director at Neckermann Strategic Advisors and Costas Andriopoulos, Professor at Bayes Business School, UK. Together these experts will share their views on the innovation in the US Tech space and how clients are looking for a combination of Thematic and ESG strategies to incorporate into their investment process.