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

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

Georg Elsaesser

Invesco

An der Welle 5
Frankfurt am Main, 60322
Germany

François Gardin

Invesco

Avenue Louise 235
Brussels, BC 1050
Belgium

Martin Kolrep (Contact Author)

Invesco ( email )

An der Welle 5
Frankfurt, 60322
Germany

Michael Rosentritt

affiliation not provided to SSRN

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