Thematics Asset Management (Thematics AM), a subsidiary of Natixis Investment Managers, has launched a new fund focused on a theme shaping the future of consumption across the world: the subscription economy.

Over the last decade, the firm says “we have seen a constant and steady increase in the number of industries and companies that use subscriptions to monetize their products and services offering”.

This new fund, the Subscription Economy Fund, is managed by Nolan Hoffmeyer, one of the founders of Thematics AM, and adds to the existing high conviction and active global thematic strategies offered by Thematics AM: Water, Safety and Artificial Intelligence & Robotics. Thematics Subscription Economy is available to both retail and institutional investors.

Thematics AM’s investment philosophy relies on four pillars: identifying secular growth opportunities; being focused in terms of defining investment themes and universes; being unconstrained in terms of sector, geography or size ; and bringing a responsible investment approach.

The team focuses on identifying, developing and managing multi-decade investment themes fueled by four global primary forces that are transforming our world: demographic changes, globalization, innovation and scarcity. Subscription Economy is an innovative and sustainable theme, supported by these secular growth drivers.

Mohammed Amor, CEO of Thematics Asset Management, commented: “When we launched Thematics Asset Management almost a year ago, our ambition was to provide investors with access to highly active and distinctive thematic strategies, while being innovative and responsible in our investment approach.

“Today, we are excited to deliver on that promise and to add Thematics Subscription Economy to our range, a new theme on the thematic investing market, with a great potential for long-term growth. We are very pleased with the investor interest received so far, and as we grow the business, we will continue to focus on innovation, capturing investment opportunities and seeking to deliver sustainable returns for our investors.”