Larger Funds, Private Markets, Active ETFs, and Long-Term Themes: What Thematics AM Has on Its Radar

Interview with Karen Kharmandarian, CIO of the Firm

Date:

Autor: Beatriz Zúñiga

Looking ahead, their goal is for the latest funds they have launched to continue growing until they reach a critical size

Regarding private markets, he explains that "they are considering it in the medium and long term," but they have not yet entered because they believe there are still opportunities in public markets

"The ETF business is something we didn't consider in the past because they were mainly passive and index strategies. But today, with these active ETF vehicles, you can do practically the same as we do in our UCITS funds"

"The requirements we have for our thematic strategies are: it must be enduring, it must have a significant impact, it must have a broad scope, and it must be responsible"

"AI and robotics are very much on the clients' radar today because they see how their daily lives are being radically changed by them"