Over time, the increasing pressure on natural resources and human ingenuity have systematically led to the development of substitute materials and new technologies enabling a more efficient use of natural resources.
The Smart Materials theme focuses on innovative materials that serve as a substitute for supply constrained resources and technologies that improve the efficiency of production processes and usage.
Our theme update slides explore sustainability issues of current relevance, providing a snapshot of innovative product segments, new applications or emerging trends including an example of a company active in the respective area.
The theme focuses on four key investment clusters:
Advanced materials: Focuses on functional materials, as well as strategic and specialty metals that are vital to modern technology and industry, and offer greater value added than cyclical commodity producers.
Transformational materials: Focuses on paradigm shifting materials such as biomaterials, lightweight composite materials, energy storage and efficient lighting and displays, all of which improve the performance specifications of a product, pioneer new applications, and/or prolong product life.
Process technologies: Invests in companies that provide analytical instruments, industrial gases, and recycling and re-use, which deliver efficiency gains in the extraction, processing, and usage of resources/materials.
Automation & robotics: Includes automation and process control, robotics, laser and software companies that help make manufacturing processes more efficient, safe, and less polluting.
Pieter Busscher, CFA
Thiemo Lang, PhD
Mathias Büeler, CFA
Materials, Construction, Machinery & Transportation
|Thomas Guennegues, CFA
Utilities, Renewable Energies, Electrical Equipment
Junwei Hafner-Cai, CIIA
|Matthias Müller, CFA
Information Technology & Telecommunication
Aaron Re'em, CFA
Sustainability Investing (SI) Analysts
|Jacob Messina, CFA|
Head of SI Research
Senior SI Analyst
Energy & Mining
|Roland Hengerer, PhD|
|Jürgen Siemer, PhD
Senior SI Analyst
Melissa Castillo Spinoso
Michael van der Meer, CFA
Rachel Whittaker, CFA