Thematics Asset Management expands fund range with the launch of Thematics Wellness and hires a new portfolio manager

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London/Paris/Zurich, 10 June 2021 – Thematics Asset Management – an affiliate of Natixis Investment Managers specialized in global thematic strategies – today announces the launch of a new fund focused on the ‘Wellness’ theme. The Thematics Wellness Fund (‘the Fund’) invests in companies that provide products, services and technologies to individual consumers proactively seeking to ensure their long-term physical and mental wellbeing. Marine Dubrac is joining the Thematics AM investment team as co-manager of the fund.

‘Since its creation in March 2019, Thematics AM has steadily grown and demonstrated the attractiveness of its fund range which consists in identifying, developing and managing thematic strategies powered by secular growth drivers and underpinned by a responsible investment approach’.

In a short period of time, the firm has reached $4 billion in assets under management and offers investors access to an extensive range of high conviction thematic strategies: Artificial Intelligence & Robotics, Safety, Subscription Economy, Water and now Wellness.

“We’re proud to add Thematics Wellness to our range. This new theme has great potential for long-term growth, with the rise of health-conscious consumers who are actively seeking to make healthier choices regarding exercise, diet, self-care and looking after their downtime and mental health”, commented Mohammed Amor, CEO of Thematics Asset Management. “Individuals are increasingly focused on being healthy in body and mind, a long-term trend that we anticipated some time ago and that has rapidly accelerated due to the global health pandemic. The stakes are high. We all need to play along.”

Thematics Wellness includes a portfolio of global companies which can be grouped into three distinct categories based on the end market applications of the relevant product, service or technology: Prevent, Monitor and Improve. Each of these categories is broken down into opportunities that benefit physical as well as mental wellbeing, to form a diversified investment universe of around 230 global stocks. The portfolio will hold between 40 to 60 high conviction stocks.

The fund supports the third United Nations Sustainability Development Goal (SDG): to ensure healthy lives and promote well-being for all at all ages, and complies with Article 9 under the Sustainable Finance Disclosure Regulation (SFDR).

The fund will be co-managed by Marine Dubrac*, who joins Thematics AM from Candriam where she was an ESG Thematic Portfolio Manager, and by Pierre-Alexis François, who has been promoted to Portfolio Manager.

“We are pleased to welcome Marine to our growing team. She brings extensive expertise in the global health and lifestyle themes, coupled with a strong focus on ESG, which will be invaluable to our investment team”, added Mohammed Amor. “We intend to pursue our development by continuing to seek the best sources of sustainable returns for our clients. We look forward to continuing to add value to investors’ portfolios and to bringing new solutions that allow us to tap into the secular trends shaping the future.”

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Press contact

Mischa Vajda
Voxia communication
+41 43 344 98 50
mischa.vajda@voxia.ch

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Appendix

The Thematics AM team has considerably expanded since its launch in 2019 and now comprises 20 professionals, including 11 portfolio managers, an ESG specialist, research, back office and support functions.

Marine Dubrac will join Thematics AM on 15 June 2021 as co-manager of the Thematics Wellness Fund. Marine joins Thematics AM from CANDRIAM where she was an ESG Thematic Portfolio Manager, focused on the global healthy living sector. Prior to joining CANDRIAM, Marine held various equity analyst roles at Rothschild & Cie Gestion, Sigma Gestion and Societe Générale. She holds a Masters degree in Advanced Finance from the Paris Daupine University.

Pierre-Alexis Francois is co-manager of the Thematics Wellness Fund. He is a graduate of Neoma Business School and holds a Master in Finance from ESSEC as well as a CFA Level II. Prior to joining Thematics AM in October 2020, he was an equity analyst at Ostrum AM and an assistant manager on the AAA Actions Agro-Alimentaire fund.

About Thematics Asset Management
Thematics Asset Management is a dedicated investor in innovative thematic strategies. The Company invests in stocks of businesses operating in a collection of markets that are growing at a rate superior to that of the broader global economy due to the long-term secular growth drivers that underpin them. With a robust investment process that relies on broad investable universes, the experienced analyst-portfolio managers use bottom-up fundamental research to analyse companies in the value chain of their theme and focus on building conviction-based portfolios based solely on the merits of the individual stocks and are global, unconstrained, benchmark-agnostic and socially responsible. In every case, the drivers underpinning the strategy are fuelled by four global primary forces that are transforming our world: demographic changes, globalization, innovation and scarcity. Today, Thematics Asset Management’s core investment themes include Water, Safety, Subscription Economy, Artificial Intelligence & Robotics and Wellness.

Thematics Asset Management An affiliate of Natixis Investment Managers. A French SAS (Société par Actions Simplifiée) with a share capital of €191 869. RCS Paris: 843 939 992. Regulated by the AMF (Autorité des Marchés Financiers), under no GP 19000027. 20, Boulevard des Capucines 75009 Paris, France.

Über Natixis Investment Managers
Natixis Investment Managers unterstützt Finanzprofis mit ausgereiften Methoden bei der Erstellung ihrer Portfolios. Auf der Grundlage des Fachwissens von mehr als 20 spezialisierten Investmentmanagern welt-weit wenden wir Active Thinking® an, um proaktive Lösungen zu liefern, die unseren Kunden helfen, auf allen Märkten bessere Ergebnisse zu erzielen. Natixis Investment Managers gehört zu den weltweit grössten Vermögensverwaltungsunternehmen1 mit einem verwalteten Vermögen von mehr als $1’300 Milliarden Assets under Management2 (1,152.8 Milliarden Euro).
Natixis Investment Managers mit Sitz in Paris und Boston ist eine Tochtergesellschaft von Natixis. Die an der Pariser Börse notierte Natixis ist eine Tochtergesellschaft von BPCE, der zweitgrössten Bankengruppe Frankreichs. Zu den mit Natixis Investment Managers verbundenen Investmentmanagementfirmen gehören AEW; Alliance Entreprendre; AlphaSimplex Group; DNCA Investments;3 Dorval Asset Manage-ment; Flexstone Partners; Gateway Investment Advisers; Harris Associates; Investors Mutual Limited; Loomis, Sayles & Company; Mirova; MV Credit; Naxicap Partners; Ossiam; Ostrum Asset Management; Seeyond; Seventure Partners; Thematics Asset Management; Vauban Infrastructure Partners; Vaughan Nelson Investment Management; Vega Investment Managers;4 und WCM Investment Management.
Darüber hinaus werden Investitionslösungen über Natixis Investment Managers Solutions angeboten, und Natixis Advisors bietet über seine Abteilung AIA und MPA weitere Investitionsdienstleistungen an. Nicht alle Angebote sind in allen Ländern verfügbar. Dieses Dokument wird von Natixis Investment Man-agers, Switzerland Sàrl, Rue du Vieux Collège 10, 1204 Genf, Schweiz, oder dessen Repräsentanz in Zü-rich, Schweizergasse 6, 8001 Zürich, ausschliesslich zu Informationszwecken herausgegeben.
Für weitere Informationen besuchen Sie bitte die Website von Natixis Investment Managers unter im.na-tixis.com | LinkedIn: linkedin.com/company/natixis-investment-managers Zu den Vertriebs- und Serviceeinheiten von Natixis Investment Managers gehören Natixis Distribution, L.P., ein Broker-Dealer mit beschränkter Zweckbestimmung und der Vertrieb verschiedener in den USA registrierter Investmentgesellschaften, für die Beratungsdienste von verbundenen Unternehmen von Na-tixis Investment Managers, Natixis Investment Managers S.A. (Luxemburg), Natixis Investment Managers International (Frankreich) und deren verbundenen Vertriebs- und Serviceeinheiten in Europa und Asien angeboten werden.

1 Cerulli Quantitative Update: Global Markets 2020 hat Natixis Investment Managers als 17. grössten Asset Manager der Welt auf der Grundlage des verwalteten Vermögens per 31. Dezember 2019 eingestuft.
2 Das verwaltete Vermögen (“AUM”) zum 31. März 2021 beträgt $1,354.8 Milliarden. Das verwaltete Vermögen, wie berichtet, kann fiktive Vermögenswerte, betreute Vermögenswerte, Bruttovermögen, Vermögenswerte von verbundenen Unternehmen im Minderheitsbesitz und andere Arten von nicht aufsichtsrechtlichen AUM umfassen, die von Unternehmen verwaltet oder betreut werden, die mit Natixis Investment Managers verbunden sind. Ausschliesslich H2O Asset Management.
3 Eine Marke von DNCA Finance.
4 Eine hundertprozentige Tochtergesellschaft von Natixis Wealth Management.

About the author

Mischa Vajda Senior PR Consultant à Zurich