MSCI Thematics
Helping ETF Providers to benefit from thematic investing

Thematic investing is a top-down investment approach which capitalizes on opportunities created by macroeconomic, geopolitical and technological trends
that are structural and transformative in nature, rather than short-term shifts, spanning across four themes - Environment & Resources, Transformative technologies,
Health & Healthcare, and Society & Lifestyle.

Access our rapidly growing range of Thematic ETFs
As the investment landscape evolves, with new opportunities resulting from disruptive

ETF Providers can benefit from our approach to Thematic Index
construction:

innovations and changing business models, more and more ETF Providers value thebenefits of indexes that reflect these themes. They can help you:

•From idea to index constituents; no reverse-engineered industry selection•

Establish economic linkage between companies and theme, measured by relevance scoresfor companies from the global universe of securities

vehicles to gain exposure•

Identify companies with emerging and upstream exposure, or exposure through M&A andcapex – not just existing “pure play” names

Address increasing interest in how thematic investing fits into an asset allocation•

Research into characterizing theme accelerated by smart use of NLP and machine learning•1

Improve your ETF offering with well-constructed thematic funds•2

Better serve the increasing demand from institutional clients seeking liquid•3

and risk management framework•4

Direct capture of the themeCapture the increasing licensing demand globally – ETFs

We identify companies by a clear rules-based approach

are now available on almost all our megatrend indexes•

How ETF Providers can benefit from Thematics•1Leverage MSCI’s strong thematic framework to identify investable themes•2Rules based methodology – constituent selection evolves
as companies adapt to the theme and as the representation of key products andservices changes•3

Selection of constituents evolves as companies adapt to the theme and as therepresentation of key products and services changes

Global Coverage•

Global universe of eligible stocks•

Look beyond ESG trends and sector strategies

Develop ETFs on indexes adopted by Asset Owners
as benchmarks

Experts’ insight•

Ensure the indexes remain aligned with their objective as themes evolve

MSCI’s range of megatrend indexes
Thematic investing helps you to gain an appropriate exposure to such diverse themes as:

Transformative
Technologies

Environment &Resources

Cybersecurity

Disruptive
Technology

FutureMobility

Robotics

Efficient
EnergyClean Energy
Infrastructure

Renewables& Energy
efficiency*

DigitalEconomyFintechInnovation

Autonomous
Tech &Industrial
Innovation

Next
GenerationInternet
Innovation

NaturalResources*

Plastics
Transition*

Sustainable
Water
Transition*

Space
Exploration

Blockchain
EconomyUSA Tech125

China Tech

Smart
Security

Hydrogen andFuture Fuels

Health &HealthcareGenomic
Innovation

DigitalHealthImmunooncology

Society &Lifestyle

Virology

Advance
Biotech

Macro
Theme

Multi-theme

SmartCities

Millennials

Food
Revolution

Inflation
Sentiment

Innovation

AgeingSociety

FutureEducation

SocialEconomic
RegimeAllocator

Accelerating
ChangeSharing
Economy*Thematic
Rotation

We give you a broader picture, helping you to explore the themes of the future. Our thematic offerings enhance other analytical tools and complement traditional country, industry andfactor lenses when analysing and designing portfolios.
At MSCI we have a long history of anticipating emerging trends. Our rules-based methodology, in-depth insights from leading industry experts, and broad range of megatrend themes,
help you understand the structural changes happening around us – and translate this knowledge into a better diversified long-term investment strategy.

Bring the future into view with MSCI Thematic Indexes
MSCI’s Thematic Indexes are constructed by including companies that may be
impacted by emerging technological, environmental, innovative healthcare andsocietal trends.
To explore more about our thematic offerings visit
www.msci.com/thematic-investing

About MSCIMSCI is a leading provider of critical decision support
tools and services for the global investment community.
With over 50 years of expertise in research, data andtechnology, we power better investment decisions byenabling clients to understand and analyze key driversof risk and return and confidently build more effective
portfolios. We create industry-leading research-enhanced
solutions that clients use to gain insight into and improvetransparency across the investment process.
The process for submitting a formal index complaint canbe found on the index regulation page of MSCI’s website
at: https://www.msci.com/index-regulation.

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