Increasing urbanisation, an ageing and shrinking workforce and adaptation to climate change are examples of long-term structural shifts that will continue to change the way we live and work in the future. Climate change has been one of the most discussed themes over the past year, escalating given Australia’s ongoing bushfire emergency of 2019 and 2020. The impact of these events holds many and devastating impacts for human safety. The paper outlines both the impact on safety and where companies providing solutions are also offering investment opportunities.

While human security debates and policies have tended to focus more on human-made disasters, such as armed conflicts and human right abuses, the threats that people struggle with following a natural disaster are similar. With human lives at stake, demand is finally increasing for the technologies and services that can help people to find secure locations when their lives are threatened and to keep basic services operational ‘when the lights go out’.

Frederic Dupraz and Matthieu Rolin, portfolio managers of the Thematics Safety Strategy said, “Adaptation to climate change is one of the long-term structural shifts that we see taking place today, and that we’ll increasingly need to face tomorrow. It permeates the theme of human safety and securing human lives during a natural disaster.

The world, sadly, isn’t getting any safer. However, the rise of mass notification and localisation technology, among others, is helping us to respond more effectively to the increasing threats posed by intensifying hurricanes and other major critical events. This, in turn, can offer investment opportunities that will help not only sustain the development of these tools and solutions but may also provide investment returns in the long-term”.

Thematic Asset Management is a signatory of the UN Principles for Responsible Investment, one of the world’s leading initiatives promoting responsible investments.

Download the white paper.

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Matthieu Rolin

Thematics Asset Management, an affiliate of Natixis Investment Managers, is pleased to announce the appointment of Matthieu Rolin as Co-Manager of the Thematics Safety Fund.

Matthieu will work closely with Frédéric Dupraz, one of the founders and owners of Thematics Asset Management and manager of Thematics Safety Fund.

Matthieu will assume portfolio management and research responsibilities, identifying companies that offer products and services for the physical and digital protection of individuals, business and government. The companies the team selects have an attractive risk/return profile, driven by long-term secular trends and meeting non-financial criteria relating to ESG matters.

Matthieu was most recently a fund manager for a range of US equity and Global equity funds at Aviva Investors France. Before joining Aviva Investors, he was Head of Equities at SwissLife Banque Privée, managing both US and European Equity portfolios. Matthieu began his career as a multi-manager at Olympia Capital Management.

Mohammed Amor, CEO of Thematics Asset Management, commented: “We are very pleased with the investor interest received since we launched Thematics Asset Management earlier this year and are delighted to welcome Matthieu to our investment team as we continue to grow the business. At the heart of everything we do is the identification of long-term themes, underpinned by secular growth drivers that create the potential for thematic equity funds. Matthieu’s expertise across thematic investing will provide additional valuable insight to support the safety team in our decision-making and help drive returns for investors.”

Launched in March 2019, Thematics Asset Management provides investors with access to a wide range of high conviction and active global thematic strategies, including, Safety, Water, Artificial Intelligence & Robotics. The team’s investment philosophy focuses on identifying, developing and managing multi-decade investment themes fueled by four global primary forces that are transforming our world: demographic changes, globalization, innovation and scarcity. The investment team now includes six portfolio managers: Arnaud Bisshop, Frédéric Dupraz, Simon Gottelier, Karen Kharmandarian (who is also the CIO of Thematics AM), Matthieu Rolin and Nolan Hoffmeyer.

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