News Digest: Survey shows tepid asset allocation toward thematics

January 17, 2022

News Digest:

Over 75% of a select group of 72 fund buyers polled at the Citywire Berlin 2021 event have said that they have allocated less than 50% of their portfolios toward thematic strategies.

Meanwhile, 60% of respondents revealed that thematics accounted for less than 25% of their assets.



Investor interest in secular trend-focused strategies, as opposed to more generalist approaches, still has a long way to go, as far as actual asset allocation is concerned – the increased curiosity in thematic investing notwithstanding.



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