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Thematic equities at Pictet Asset Management

30 years of thematic investing

Active Equity 2 min read
At Pictet Asset Management, we believe there is a different way to invest in equities –one that ignores the constraints of benchmarks and instead looks to capitalise on the structural forces shaping our world. Those forces are known as megatrends.

  • 16

    thematic equity strategies

  • 70+

    dedicated investment professionals

  • USD 70 billion

    in AUM for thematic equities

Source: Pictet Asset Management, 31.03.2025

Since the 1990s, we have been developing thematic equity strategies aiming to identify the winning companies of tomorrow, in some of the world’s most dynamic industries.

Our thematic strategies are built on megatrends—structural forces of change that evolve independently of the economic cycle—and aim to convert these long-term trends into investment opportunities. Over the past 30 years, we have identified 14 key themes, such as robotics, clean energy, and water, which are represented in our 16 thematic strategies.

Today, our thematic investment team includes over 70 dedicated investment professionals and manages a range of strategies addressing long-term societal, environmental, and technological transformations.

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Trusted by investors worldwide

Pictet Asset Management is the largest active thematic fund provider by AUM globallyBroadridge, as of end of June 2025. 

  • "Best fund provider — thematic provider 2026"

    Asian Private Banker
    Asset Management Awards for Excellence
    Also awarded in 2025, 2024, 2023, 2022, 2020, 2019, 2018, 2017

  • “Best thematic fund house”

    AsianInvestor
    Asset Management Awards 2025

  • "Thematic house of the year 2025"

    Citywire Asia
    Asset Management Awards 2025
    Also awarded in 2024, 2023, 2022

Inside the brochure you will find insights into the megatrends that will shape the future. We also explain how thematic strategies are run at Pictet Asset Management, highlighting:

  • Our range of thematic strategies
  • The Pictet Megatrend Framework and its significance
  • The role of Thematic Advisory Boards
Footnote

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Important information

Marketing communication

The information and data presented in this document are not to be considered as an offer or solicitation to buy, sell or subscribe to any securities or financial instruments or services. The information used in the preparation of this document is based upon sources believed to be reliable, but no representation or warranty is given as to the accuracy or completeness of those sources. Information, opinions and estimates contained in this document reflect a judgment at the original date of publication and are subject to change without notice. This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any products or services offered or distributed by Pictet Asset Management. Pictet Asset Management has not ensured the suitability of the securities mentioned in this document for any specific investor, and it should not be relied upon as a substitute for independent judgment; investors are advised to determine the suitability of the investment based on their financial knowledge, experience, goals and situation, or to seek specific advice from an industry professional before making any investment decisions. Investors should read the prospectus or offering memorandum before investing in any Pictet managed funds. Tax treatment depends on the individual circumstances of each investor and may be subject to change in the future. Past performance is not a guide to future performance. The value of investments and the income from them can fall as well as rise and is not guaranteed. Investors may not get back the amount originally invested.