Thematic Innovation Investing with Textual Data Analysis
Risk & Reward, 2020, 3rd issue, pp. 20-26
9 Pages Posted: 13 Oct 2020
Date Written: August 6, 2020
Abstract
Thematic investing has always existed, whenever there were ideas and topics to focus investment objectives and decisions on, and assets to be invested in. However, the way to execute on this approach in the fund industry has changed rapidly in recent years, and is likely to change more than ever in the future. In this article, after having a look at the development of thematic investing over the past 40 years, we shed some light on the approach taken at Invesco Quantitative Strategies.
Keywords: Thematic Investing, Innovations
JEL Classification: G11
Suggested Citation: Suggested Citation
Elsaesser, Georg and Gardin, François and Kolrep, Martin and Rosentritt, Michael, Thematic Innovation Investing with Textual Data Analysis (August 6, 2020). Risk & Reward, 2020, 3rd issue, pp. 20-26, Available at SSRN: https://ssrn.com/abstract=3680041
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