Scarce Resources, Abundant Investment Opportunities

Smart Materials

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. 

materialsOur 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.


 Portfolio Managers



Pieter Busscher, CFA
Senior Portfolio Manager


Thiemo Lang, PhD
Senior Portfolio Manager



Equity Analysts

Mathias Büeler, CFA
Senior Analyst
Financials, Media

Moritz Dullinger

Oliver Girakhou
Senior Analyst
Materials, Construction, Machinery & Transportation
Thomas Guennegues, CFA
Senior Analyst
Utilities, Renewable Energies, Electrical Equipment

Junwei Hafner-Cai, CIIA
Senior Analyst

Matthias Müller, CFA
Senior Analyst
Information Technology & Telecommunication

Aaron Re'em, CFA
Consumer Staples & Retailing

Sustainability Investing (SI) Analysts

Jacob Messina, CFA
Head of SI Research
Francis Condon
Senior SI Analyst
Energy & Mining
Roland Hengerer, PhD
SI Analyst
Rashila Kerai
SI Analyst
Jürgen Siemer, PhD
Senior SI Analyst
Consumer Staples

Melissa Castillo Spinoso
SI Analyst

Michael van der Meer, CFA
Senior SI Analyst
Emerging Markets

Rachel Whittaker, CFA
Senior SI Analyst
Consumer Discretionary & Impact Investing