For a Thematic Portfolio, the typical document list includes:

 

1. Investment Policy Statement (IPS):

• A formal document outlining the portfolio's objectives, investment strategies, themes being targeted (e.g., technology, sustainability), risk tolerance, and time horizon.

 

2. Thematic Research Reports:

• In-depth reports analyzing the themes selected for investment, including trends, market potential, and growth forecasts.

 

3. Asset Allocation Strategy:

• Documentation detailing how assets will be allocated within the thematic portfolio, including weightings for different sectors or themes.

 

4. Investment Thesis Document:

• A document outlining the rationale for each theme being targeted, including expected returns, risks, and competitive advantages.

 

5. Thematic Performance Reports:

• Regular reports measuring the performance of the thematic portfolio against relevant benchmarks and individual thematic investments.

 

6. Sector/Industry Analysis:

• Detailed analysis of sectors or industries that align with the selected themes, focusing on trends, challenges, and opportunities.

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