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Goldman Sachs Thematic Equity Investing

Invest in the Future.

Sweeping technological, environmental and demographic megatrends are changing how we live and work. We think they should change how we invest, too. Goldman Sachs Asset Management’s thematic equity strategies seek to invest in the future by reaching beyond backward-looking benchmarks to identify innovative, attractively-valued companies aligned with durable secular growth trends.

Insights from Our Experts

Top Equity Ideas for 2021

GSAM Connect

Top Equity Ideas for 2021

The world began 2021 grappling with the major challenges of 2020, including low yields, uneven growth and the ongoing pandemic. Still, we expect growth to pick up this year as the COVID-19 vaccine rollout...

  • Tech Bytes
    GSAM Connect 10 May 2021

    Tech Bytes: Edition 2

    In Tech Bytes, the Fundamental Equity Technology Team shares their views and insights in response to top-of-mind questions from our clients.

    Read More
  • GSAM Connect 12 April 2021

    With Disruption Comes Opportunity

    The reason such secular growth themes drive superior outcomes for equity investors is because, over the long run, equity returns are driven by earnings. Multiples and currencies may influence outcomes over shorter periods, but being on the right side of growth and disruption is a critical driver of success over time. 

    Read More
  • GSAM Connect 28 April 2021

    Megatrends: How Sustainable is Innovation?

    Over the course of the series, we will discuss how each of the four megatrends we have identified (technological advances, environmental sustainability, changing consumer habits and the future of healthcare) will increasingly drive economic growth in a low-growth world.

    Read More
  • GSAM Connect 24 March 2021

    The Global Sustainability Revolution: Environmental Solutions in Focus

    As corporates, consumers and policymakers alike are increasingly focused on environmental impact, Fundamental Equity's Alexis Deladerriere believes the heightened scrutiny will create investment opportunities as “clean tech” has the potential to disrupt existing industries.

    Read More
  • 03 March 2021

    Q&A: Investing in Millennial Trends

    Q&A on the millennial trends and how the coronavirus-induced shutdown is accelerating growth across industries like video conferencing, e-commerce, streaming and social media, and the investment impact of these changes.

    Read More

Grow Your Practice with Megatrends and Thematic Equity Investing

Resources for You

Infographic 

Investing in the Millennial Effect

We believe Millennials are reshaping markets and have the potential to impact businesses across sectors and geographies. Millennials are driving a series of trends that will shape tomorrow’s investment opportunities.
 

Meet the Millennials

Education

Thematic Investing: Portfolio Implications & Allocation Considerations

Incorporating dedicated thematic exposure into a strategic asset allocation framework can better “future-proof” investor portfolios.

Download Now

Market Commentary

In the Moment or Fit for the Future?

The pandemic has transformed many aspects of our daily lives. As long-term investors we are focused on distinguishing themes that reflect a momentary advance from those that are fit for the future.

Learn More

Goldman Sachs Thematic Equity Investing

Deep Experience, High Conviction

With $16 billion AUM in thematic strategies, our Fundamental Equity team draws on decades of experience and a deep bench of traders, researchers and portfolio managers to separate the enduring trends from the fads. This lets us build high conviction portfolios with high alpha potential.

The Trends That Matter

Our actively-managed thematic funds are based on four megatrends that we believe will increasingly drive economic growth in a low-growth world: technological advances, environmental sustainability, changing consumer habits and the future of health care.

With Disruption Comes Opportunity 

The companies aligned with these trends are disrupting the status quo. Yet many traditional equity strategies are underexposed to them and the growth potential they offer. Our thematic funds focus on innovation by investing in the disruptors.

Rooted in Research

These trends are specific enough to track but broad enough to afford us discretion about what we want to own. This lets our investors carefully evaluate each company’s competitive advantage and the quality of its management team while monitoring stock valuations. Our staff of 80 is spread across six global regions, giving us insight into the way these trends are affecting different markets.

 


FOR THIRD PARTY DISTRIBUTORS USE ONLY - NOT FOR DISTRIBUTION TO YOUR CLIENTS OR THE GENERAL PUBLIC

In the European Union, this material has been approved by Goldman Sachs Asset Management Funds Services Limited, which is regulated by the Central Bank of Ireland.

 

In the United Kingdom, this material is a financial promotion and has been approved by Goldman Sachs International, which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

 

THIS MATERIAL DOES NOT CONSTITUTE AN OFFER OR SOLICITATION IN ANY JURISDICTION WHERE OR TO ANY PERSON TO WHOM IT WOULD BE UNAUTHORIZED OR UNLAWFUL TO DO SO.

This material is provided at your request for informational purposes only. It is not an offer or solicitation to buy or sell any securities.

This document has been issued by Goldman Sachs International, authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Targets are subject to change and are current as of the date of this presentation. Targets are objectives and do not provide any assurance as to future results. Diversification does not protect an investor from market risk and does not ensure a profit.  Prospective investors should inform themselves as to any applicable legal requirements and taxation and exchange control regulations in the countries of their citizenship, residence or domicile which might be relevant. This material is not intended to be used as a general guide to investing, or as a source of any specific investment recommendations, and makes no implied or express recommendations concerning the manner in which any client’s account should or would be handled, as appropriate investment strategies depend upon the client’s investment objectives.

Assets Under Supervision (AUS) includes assets under management and other client assets for which Goldman Sachs does not have full discretion.

Key Risks:

Market risk - the value of assets in the Portfolio is typically dictated by a number of factors, including the confidence levels of the market in which they are traded.

contingent Convertible ("CoCo") Bond Risk - investment in this particular type of bond may result in material losses to the Portfolio based on certain trigger events. The existence of these trigger events creates a different type of risk from traditional bonds and may more likely result in a partial or total loss of value or alternatively they may be converted into shares of the issuing company which may also have suffered a loss in value.

Operational risk - material losses to the Portfolio may arise as a result of human error, system and/or process failures, inadequate procedures or controls.

Liquidity risk - the Portfolio may not always find another party willing to purchase an asset that the Portfolio wants to sell which could impact the Portfolio's ability to meet redemption requests on demand.

Exchange rate risk - changes in exchange rates may reduce or increase the returns an investor might expect to receive independent of the performance of such assets. If applicable, investment techniques used to attempt to reduce the risk of currency movements (hedging), may not be effective. Hedging also involves additional risks associated with derivatives.

For full description of risks please refer to the Prospectus.

Offering Documents

This material is provided at your request for informational purposes only and does not constitute a solicitation in any jurisdiction in which such a solicitation is unlawful or to any person to whom it is unlawful. It only contains selected information with regards to the fund and does not constitute an offer to buy shares in the fund. Prior to an investment, prospective investors should carefully read the latest Key Investor Information Document (KIID) as well as the offering documentation, including but not limited to the fund’s prospectus which contains inter alia a comprehensive disclosure of applicable risks. The relevant articles of association, prospectus, supplement, KIID and latest annual/semi-annual report are available free of charge from the fund’s paying and information agent and/or from your financial adviser.

Distribution of Shares

Shares of the fund may not be registered for public distribution in a number of jurisdictions (including but not limited to any Latin American, African or Asian countries). Therefore, the shares of the fund must not be marketed or offered in or to residents of any such jurisdictions unless such marketing or offering is made in compliance with applicable exemptions for the private placement of collective investment schemes and other applicable jurisdictional rules and regulations.

Investment Advice and Potential Loss

Financial advisers generally suggest a diversified portfolio of investments. The fund described herein does not represent a diversified investment by itself. This material must not be construed as investment or tax advice. Prospective investors should consult their financial and tax adviser before investing in order to determine whether an investment would be suitable for them.

An investor should only invest if he/she has the necessary financial resources to bear a complete loss of this investment.

Swing Pricing

Please note that the fund operates a swing pricing policy. Investors should be aware that from time to time this may result in the fund performing differently compared to the reference benchmark based solely on the effect of swing pricing rather than price developments of underlying instruments.

Financial advisers generally suggest a diversified portfolio of investments. The fund described herein does not represent a diversified investment by itself. An investor should only invest if he/she has the necessary financial resources to bear a complete loss of this investment.

This material must not be construed as investment or tax advice. Prospective investors should consult their financial and tax adviser before investing in order to determine whether an investment would be suitable for them.

Past performance does not guarantee future results, which may vary. The value of investments and the income derived from investments will fluctuate and can go down as well as up. A loss of principal may occur.

This material has been prepared by GSAM and is not financial research nor a product of Goldman Sachs Global Investment Research (GIR).  It was not prepared in compliance with applicable provisions of law designed to promote the independence of financial analysis and is not subject to a prohibition on trading following the distribution of financial research. The views and opinions expressed may differ from those of Goldman Sachs Global Investment Research or other departments or divisions of Goldman Sachs and its affiliates. This information may not be current and GSAM has no obligation to provide any updates or changes. It should not be relied upon in making an investment decision. Portfolio holdings and/or allocations shown above are as of the date indicated and may not be representative of future investments.  The holdings and/or allocations shown may not represent all of the portfolio's investments. Future investments may or may not be profitable.

Distributions paid out of capital may also have different tax and other implications compared to distributions of income. We would recommend that investors consult their legal, tax or accounting advisor prior to investing in such share classes mentioned above. Goldman Sachs does not provide legal, tax or accounting advice. For further information with regards to share classes offered for the Fund investors are referred to the latest prospectus and fund supplement.

Although certain information has been obtained from sources believed to be reliable, we do not guarantee its accuracy, completeness or fairness.  We have relied upon and assumed without independent verification, the accuracy and completeness of all information available from public sources.

Economic and market forecasts presented herein reflect a series of assumptions and judgments as of the date of this presentation and are subject to change without notice. These forecasts do not take into account the specific investment objectives, restrictions, tax and financial situation or other needs of any specific client.  Actual data will vary and may not be reflected here. These forecasts are subject to high levels of uncertainty that may affect actual performance. Accordingly, these forecasts should be viewed as merely representative of a broad range of possible outcomes.  These forecasts are estimated, based on assumptions, and are subject to significant revision and may change materially as economic and market conditions change. Goldman Sachs has no obligation to provide updates or changes to these forecasts.  Case studies and examples are for illustrative purposes only.

Views and opinions expressed are for informational purposes only and do not constitute a recommendation by GSAM to buy, sell, or hold any security. Views and opinions are current as of the date of this presentation and may be subject to change, they should not be construed as investment advice.

Confidentiality

No part of this material may, without GSAM’s prior written consent, be (i) copied, photocopied or duplicated in any form, by any means, or (ii) distributed to any person that is not an employee, officer, director, or authorized agent of the recipient.

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