AIM 10.1 Thematic ETPs - Stocks
Thematic ETFs provide exposures to narrowly-based stock portfolios whose stocks are clustered with a specific purpose in mind (e.g., industry (e.g., financials), social concern (e.g., ESG)). In doing so, individuals assume assume incremental risk exposure (i.e., residual risk) in the hope of higher return.
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Required reading​​
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Environmental, social, and governance (ESG) funds
- Boyd 20210125 Thematic ETFs can deliver significant losses FT
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Johnson 20210221 ESG investment favors tax-avoiding tech companies FT
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Mackintosh 20220125 ESG investing can do good or do well, but do not expect both WSJ
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Johnson 20230324 Hundreds of funds to be stripped of ESG rating FT
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Swink 20230327 Investors pull nearly $4bn from iShares ESG ETF in one day FT
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Masters 20241118 Vanguard says shareholders can vote for profits over ESG issues FT
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​Lecture notes