Thematic Equity Management by Tocqueville Finance


Seize opportunities in megatrends in order to meet the major demographic, environmental and technological challenges. Contribute in this way to sustainable development.

Key figures

€2

Bn

in assets under management
(as of end-2022)

4

thematics

Michel Saugné

Michel Saugné

Deputy CEO of Tocqueville Finance

Thematic equity management offers a broad line of funds dedicated to conviction-based support for companies that are providing sustainable solutions for the world’s major challenges in demographics, society, the climate, technologies, etc. 

Our thematics

1.

Environment
Committed to sustainable development through support for the most virtuous companies having a positive trajectory in various thematics that take up the major contemporary challenges in biodiversity and the climate.

2.

Technology
Invests in innovative companies in the digital economy, the payments and e-commerce sector, electric vehicles and medical equipment.

3.

International
Diversify portfolios while investing sustainably in US and Asian equity markets. 

 

4.

Silver age 
Captures opportunities arising from longer lifespans and benefits from growth sectors catering to seniors in the areas of healthcare, consumption and finance. 

Benefites and
what sets us apart

Thorough and collaborative research to identify sustainable thematics and companies that integrate ESG-related societal challenges. 

Quality research and valuation capacities, based on understanding business models for long-term performance. 

A structured approach to risk, stock-by-stock and for the portfolio as a whole, with the search for a favourable risk/reward profiles and good diversification. 

Fund selection