| Profound transformations are taking place in the global economy as digitization becomes universal and environmental threats, societal anxieties, and regulation gain ever greater prominence. Investors are therefore beginning to focus on the risks these transformations pose to business as usual, as well as the coming response of policymakers. | | Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. The team at Lazard Asset Management, our strategic investment partner, and manager of the Zurich Investments Global Thematic strategies, are pioneers in thematic investing and combine an innovative approach with a time-tested process. They believe that structural change is the major driver of investment returns over the long term. | | In case you need them, here are a few reasons why you should consider the Zurich Investments Global Thematic strategies for your client’s portfolios: | | Pioneers in thematic investing | | Lazard’s thematic investment team has spent nearly two decades identifying structural and secular changes in the global economy and investing in companies that stand to benefit from those trends. |
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| | Insights grounded in real-world experience. | | The primary source of the Lazard team’s thematic insights are the companies themselves. |
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| | Constantly evolving | | In contrast to many other thematic products, Lazard’s themes evolve over time. The investment team’s understanding of the next 3 to 10 years is an ongoing process based on their thematic insights. This evolving, multi-theme approach, best represents the reality that the world changes over time and we must stay ahead of these changes rather than assume comfortable constants. |
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| | True sustainability integration | | Sustainability analysis is fundamental to the strategy. Each stage of the investment process fully integrates traditional environmental, social and governance (ESG) and broader sustainability considerations. |
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| | Two strategies, one unconstrained approach | | Australian advisers can now access two strategies to suit different risk profiles. Both represent a high conviction, best-ideas portfolio which, unconstrained by geography, sector or style, will add a differentiated return stream to most asset allocations. |
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| | | A fund for a time of seismic change | | The team at Lazard believe the future will look very different from the past and construct their portfolios accordingly. Their themes look to benefit from the opportunities provided by these structural shifts. The combination of broad thematic insights supported by intensive fundamental analysis sets Lazard’s Global Thematic strategies apart. | | Find out more about the Zurich Investments Global Thematic Share Fund or the new Global Thematic Focus Fund today or contact your Zurich representative | | |
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