Shifting Paradigms: Looking Beyond Traditional Classification to Target Thematic Investments

Shifting Paradigms: Looking Beyond Traditional Classification to Target Thematic Investments

March 2021
By Joy Yang, Global Head of Index Product Management and Josh Kaplan, CFA, Global Head of Research

As we emerge from the global pandemic and progress further into the 2020s, a new way of approaching portfolio construction and sector exposure is not only necessary but imperative. MV Index Solutions (MVIS®) challenges the notion that any top-down analysis will generate investment ideas that fit neatly into traditional standard hierarchical sector classifications. In general, these sectors, or even the hundreds of standard industries or sub-industries, will not provide investors pure exposure to the drivers of their investment thesis. At MVIS we’ve embraced this new paradigm shift and offer investors unique “pure-play” and paradigm-based” indices to target specific investment themes. 

Read more in our Whitepaper

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