Our suite of single theme strategies offers our clients the opportunity to tailor their portfolios around specific convictions and goals. Deploying a broad range of resources, we work in partnership with our clients to translate their thematic objectives into thoroughly researched, compelling investment strategies.
Customization and partnership are at the heart of what we do. In developing and managing single theme strategies, we draw on a deep bench of expertise across fundamental research, quantitative analysis, data science, and macro strategy to assess the long-term, structural power of each theme. Stock selection and portfolio construction can be highly customized, reflecting the unique risk and return objectives of each client.
Over the years, our nimble team has allowed us to identify and build custom solutions based on emerging themes and trends
We have found that collaboration is a key ingredient of successful theme development. The constant sharing of ideas—both internally and with clients—has led to the launch of a wide variety of thematic investment strategies, some of which are now well-established leaders within their peer group. We believe the core strength of Investment Solutions lies in its efficient, flexible development processes and in its allocation across thematic strategies We offer single thematic strategies as well as an allocation framework for multi-thematic investments.
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Important Information
As of 31 December 2024
This information is provided for information purposes only. Nothing herein constitutes investment advice or a recommendation relating to any security, commodity, derivative, investment management service or investment product. Investments in securities, derivatives and commodities involve risk, will fluctuate in price, and may result in losses. Certain assets held in Lazard’s investment portfolios, in particular alternative investment portfolios, can involve high degrees of risk and volatility when compared to other assets. Similarly, certain assets held in Lazard’s investment portfolios may trade in less liquid or efficient markets, which can affect investment performance. Past performance is not a reliable indicator of future results. The value of investments and the income from them can fall as well as rise and you may not get back the amount you invested.
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