Scenario-Driven Investment Themes for Thematic Equity Portfolios
Investment Guidance
Investment Firms & Financial Institutions
Customer Objectives
- Identify investable signals across structural global trends
- Support portfolio managers with anticipatory foresight tools
- Frame macro narratives with actionable future scenarios
Use Case Description
An investment firm managing thematic equity funds used Shaping Tomorrow to construct forward-looking investment narratives in areas such as sustainable living, future mobility, and ageing societies. The investment firm's analysts integrated trend momentum, early disruption signals, and visual convergence maps into their portfolio review cycle. Scenario framing allowed teams to challenge assumptions and generate differentiated alpha ideas aligned with structural macro transitions.
Central Tools
Scenarios Horizon Scanning Forecasts Strategic Questions