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

TS logo
greenfin label
M sport & lifestyle

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

SPORTING GOODS AND EQUIPMENTS
sport business
HEALTHY LIVING

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

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

Identification of structural vectors/themes

Stock Picking

Invest in the leaders of today and tomorrow with quality management and a long-term vision

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