Our Methods

ThematiX Solutions

Objectives and Convictions

M CLIMATE SOLUTIONS MONTGOLFIERE

The objective is to select international companies that are actively engaged in reducing their climate impact

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The objective is to select international companies fully exposed to the sports and wellness sectors

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SPORTING GOODS AND EQUIPMENTS
sport business

The objective is to select European, American and Asian (OECD) companies with full exposure to the health sector and a focus on innovative treatments.

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The objective is to select international companies actively involved in the cloud computing theme.

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m climate europe stock

A systematic management model based on a strong conviction: technology is a too for the asset manager

objectifs thematix fond

Quantitative
Anaysis

Exclusion

Selection

Optimisation

Convergence of themes and stock picking

Themes

► Select themes with high potential and focused on the United Nations SDGs

► Favor the purity of the thematic

► Identify the most promising vectors

Stock Picking

► Investing methodically in today’s and tomorrow’s leaders

► Focus on quality management with a long-term vision

► Fundamental and extra-financial analysis

principles-for-responsible-investment

M Prime Europe Stocks:
A dual quantitative model

M Prime Europe Stocks is based on a double quantitative model:

– A Screening model, which allows to pre-select 200 stocks from a large European universe based on performance criteria.

– A Risk Optimization model, which allows the selection of the best combination of stocks within the 200 pre-selected, while limiting the portfolio turnover rate.

Minimization of the portfolio turnover rate each month

Optimization of the risk/return ratio of the overall portfolio

Capping the weight of small caps

60 to 120 stocks

Maximum weight of each line: ∼4% or depending on average transaction volume

Rotation: once a month

Funds

European and International Equity Funds
invested according to the Solutions ThematiX:

International Equities 
All Caps

International Equities
All Caps

European Equities
All Caps

European Equities
All Caps

European Equities
All Caps