Winners rationale

In this rapidly changing world, rather than timing the market and capturing the short-term, Asia’s private banking clients have grown increasingly enthusiastic about prevailing mega trends and capitalising on longer-term future opportunities.

Forward-looking thematic investing identifies mega trends that originate from almost every part of the world, while providing opportunities for investors who are able to take a long-term view.

Yet identifying the right themes or trends does not necessarily lead to successful investing. Bottom-up analysis still needs be carried out to ensure that the correct investment vehicle is chosen, and at a reasonable price.

Pictet Asset Management has been widely recognised as a pioneer and leader in developing original thematic investments. A number of its flagship thematic strategies, such as digital, security, premium brands and timber, have drawn overwhelming interest from private banking clients in Asia.

As a deep believer in technological advancement, Pictet Asset Management has also proactively adopted new means to engage investors in the tide of digital revolution. In 2016, the asset manager launched ‘mega.online’, an innovation-themed hub of articles, videos and debates featuring views around mega trends. Since then, the platform has gained considerable traction among its clients for its depth of materials and contents.

The firm’s strong reputation and performance in the thematic space has not gone unnoticed, with private banking fund selectors in Asia selecting Pictet Asset Management, for the third consecutive year, as Best Fund Provider – Thematic Equity.