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Thematic Investment Opportunities
Thematic Investment Opportunities

Thematic Investment Opportunities

Building a Thematic Investment Program across multiple asset classes

Create and Build a Thematic Investment Program for the Fund, backed by futuristic growth trends.

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Case Study: Thematic Investment Opportunities


A very large Pension Fund investing in Public and Private asset classes across different sectors


  • Create and Build a Thematic Investment Program for the Fund, backed by futuristic growth trends
    • Build the program from scratch
    • Understand the vision
    • Know the framework
  • Understand the requirement
    • Priority sectors
    • Key constraints
    • Portfolio structure
    • Investment horizon
  • Explore investible, actionable themes that have the ability to provide alpha returns over the long term


  • Practical understanding of the challenges and the deliverables
    • Know the requirement & challenges
    • Relate it to practical aspects
  • Identify long term investible themes through rigorous research & analysis
    • Explore and evaluate each of them through test of TAM (total addressable market), SAM (Serviceable Available Market) & SOM (Serviceable Obtainable Market)
    • Screen them through test of sustainability, investibility, returns, challenges and headwinds
  • Evaluate trends and their stage - Adoption, Emerging, Growth, Maturity and Ageing
  • Consider
    • Asset Class (Equity, Debt, Real Estate, Commodities)
    • Investment Vehicle (Stocks, Bonds, REITs, Futures, etc.)
    • Right Allocation and Mix
  • Outcome to be backed by
    • Rigorous Research
    • Deep Dive Opportunity Diagnosis
    • Forecasts and Future Analysis
    • Risk Assessment


  • Fin’s team of portfolio managers and researchers helped create a detailed framework for Thematic Investment Program
  • Assisted the client in identifying a set of investible themes based on demographic, technology and consumer trends
  • Helped in deploying $500 million funds in identified asset classes and investment vehicles, creating high powered portfolio


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