Bloomberg Thematic Indices
Track emerging structural trends with rules-based benchmarks
Bloomberg Thematic Indices capture structural, macro trends disrupting the global economy. The indices employ highly differentiated data in a variety of themes enabling clients to create the most advanced, cutting-edge thematic investment products on the market.
Research from world-class analysts
Our data-driven approach incorporates proprietary research delivered by expert analyst teams from Bloomberg Intelligence (BI) and BloombergNEF (BNEF).
Comprehensive data
Research is coupled with Bloomberg’s data library to form baskets which serve as the basis for index selection.
Structured framework
Indices provide direct economic exposure to the underlying theme in a replicable and transparent manner.
Broad range of themes
Indices track electric vehicles, digital payments, renewable energy and more.
Theme basket construction
Bloomberg Intelligence employs a multi-step process to its theme basket methodology construction in order to ensure representation, accuracy and integrity.
Due Diligence and Universe Curation
Revenue Assessment
Estimated theme revenue as % of company revenue in 3-5 years
Due Diligence and Universe Curation
As an example, analysis across three dimensions
Universe Finalization
BI Theme Universe
KEY STATS
of active ETFs have underperformed comparable Bloomberg Thematic Benchmark Indices over the trailing 3-year period.*
research analysts backed by data from 500+ third- party data contributors.
industries and 11 major sectors covered.
*Bloomberg analysis of Thematic ETFs, as of 9/25/2024. Only those funds providing comparable exposure to a Bloomberg Thematic Benchmark Index were included in analysis.
Theme basket maintenance
Paramount to the viability of any thematic index is the care taken to maintain it. The Bloomberg Intelligence quarterly review cycle maintains the thematic baskets on which these indices are based, through the following protocols:
- Theme basket committee per basket
- Recurring constituent reviews
- Quarterly membership changes
- Non-covered company tracking
- Resources
Access our documentation page to view index methodology documents, fact sheets and additional publications regarding the Bloomberg Thematic Indices.
Bloomberg Thematic Indices
Capturing megatrends that have the potential to transform structures underpinning the way we live, work and communicate.
Artificial Intelligence
The Bloomberg Artificial Intelligence Index tracks the performance of companies that develop, facilitate or use solutions such as deep learning, machine learning, natural language processing, and image and speech recognition utilizing research from Bloomberg Intelligence (BI).
FAANG 2.0
The Bloomberg FAANG 2.0 Index is constructed to track the performance of companies that are engaged in national and natural resource security. Companies must have their primary business activities involved in Fuel (F), Aerospace & Defense (A), Agriculture (A), Nuclear and Renewable Energy (N), and Gold and Other Base & Precious Metals (G).
Nuclear Energy
The Bloomberg Nuclear Aggregate Index is meant to capture performance of companies involved in the nuclear energy industry and aiding in the generation of this reliable, low emissions power source.
Semiconductors
The Bloomberg U.S. Listed Semiconductors Index is meant to capture the performance of U.S. listed companies serving the growing demand for digitalization. To be included, members must expect to generate a meaningful portion of revenue from manufacturing or serve high growth markets, as determined by Bloomberg Intelligence (BI).
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Cross-asset coverage
Bloomberg’s index team delivers high-quality benchmarks across asset classes.