MSCI Thematics
Helping Active Managers 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.

Active Managers gain a clearer view of thematic fund performance
Active Managers with a strong thematic fund offering are now benchmarking their

Active Managers can benefit from our approach to ThematicIndex construction

strategies against MSCI Thematic indexes or using our Thematic constituent universe.

How Active Managers can benefit from Thematics

Direct capture of the theme•

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•

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

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

Active Managers can benefit from specific advantages that our Thematic Indexes offer.
•1

Use MSCI thematic indexes as a constituent universe for active strategies•2

Provide additional reporting on theme exposures, attribution and performance toend investors•3

Understand how your current portfolio is exposed to key long-term megatrends
and themes•4Manage and control these thematic exposures in a deliberate way

We identify companies by a clear rules-based approach•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

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*DigitalEconomy

FintechInnovation

Autonomous
Tech &Industrial
Innovation

Next
GenerationInternet
Innovation

NaturalResources*

Plastics
Transition*

Sustainable
Water
Transition*

Space
Exploration

Blockchain
EconomyUSA Tech
125

China Tech

Smart
Security

Hydrogen andFuture Fuels

Health &Healthcare

Genomic
Innovation

DigitalHealthImmunooncology

Society &Lifestyle

Virology

Advance
Biotech

Macro
Theme

Multi-theme

Smart
CitiesMillennials

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 beimpacted 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 effectiveportfolios. 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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