What does the FTSE MarketPsych Thematic Index Series measure?

The FTSE MarketPsych Thematic Index Series measures the performance of companies with defined exposure to structural investment themes. The series is designed to capture themes across their lifecycle, from emerging themes where commercial revenues may still be developing, through to mature themes supported by established business models and reported revenue.

What is MarketPsych’s role in the series?

FTSE Russell and MarketPsych have partnered to develop the series. MarketPsych provides AI and text analytics that support the FTSE Thematic Exposure Assessment, including the analysis and classification of company information, earnings transcripts and news. FTSE Russell defines the Theme Taxonomy and methodology, sets the index rules, and is responsible for index calculation, maintenance and governance.

What is the FTSE Thematic Exposure Assessment?

The FTSE Thematic Exposure Assessment is FTSE Russell’s methodology for evaluating a company’s exposure and relevance to a defined investment theme. It brings together approved data sources, multi-signal analysis and expert oversight to assess how closely a company’s activities, revenues and forward-looking indicators align with the theme. The assessment provides a consistent, transparent basis for assigning each company a Thematic Exposure Score, which supports index eligibility, purity-tier classification and constituent-level rationale across the FTSE MarketPsych Thematic Index Series.

How are themes defined?

Each theme is defined by FTSE Russell through a Theme Taxonomy covering the theme definition, maturity level, sub-themes and clear boundaries around what is in and out of scope. Themes sit within five long-term structural trends: Technology & Innovation Society & Demographics Geopolitical Realignment Natural Resources & Infrastructure Health & Wellbeing Each theme is then broken into more granular sub-themes representing relevant activities and parts of the value chain.

What data is used to evaluate companies?

The assessment uses LSEG and other FTSE Russell-approved data, including but not limited to company filings and business descriptions, reported financial and segment data, earnings transcripts, news and consensus forecasts.

How does the methodology account for emerging and mature themes?

Each theme is classified as Emerging, Scaling or Mature based on its lifecycle stage. For emerging themes, where reported revenue may still be limited, greater emphasis can be placed on forward-looking signals. As a theme develops, reported revenue becomes a stronger indicator of exposure, at which point the theme may be reclassified as a scaling or further into mature theme where emphasis will gradually shift over to backward-looking signals. This allows the methodology to assess emerging, scaling and mature themes using a consistent framework at any stage of the theme development.

What are the Pure, Core and Ecosystem indices?

The three variants provide different levels of thematic exposure using the same underlying methodology. Pure focuses on companies with the highest thematic exposure. Core includes in the Pure Play and Majority tiers. Ecosystem extends coverage to companies with Partial exposure, providing broader representation of the thematic value chain.

FTSE MarketPsych Thematic Index Series

The next generation of thematic investing.

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Powered by multi-signal intelligence, the FTSE MarketPsych Thematic Index Series delivers precise exposure to the world's defining themes.

Developed in partnership with MarketPsych, the series combines FTSE Russell's rules-based index expertise with AI-powered thematic intelligence to assess thematic exposure at the company level.

Every constituent, explained.

Most thematic approaches rely on a single source of evidence, such as sector classification, reported revenue or keyword matching.

The FTSE MarketPsych Thematic Index Series combines forward- and backward-looking signals across LSEG’s institutional-grade data to assess both a company’s current exposure to a theme and how that exposure is developing.

These signals are brought together into a single Thematic Exposure Score, which determines each company’s purity tier and eligibility across the index variants.

Chart view
Text view

Revenue and Segments
Business Descriptions
Earnings Calls
Analyst Forecasts
News

→ Assessment Engine
Multi-Signal Intelligence
Glass-box assessment. Expert oversight..

→ Thematic Exposure Score: 87
Exposure Categories:
- Pure Play
- Majority
- Partial

Note: This infographic is provided in both visual and text formats so that all users can access the information in the way that suits them best.

Index-linked products

Calibrated exposure

Purity tiers and sub-themes allow exposure to range from focused pure play to broader ecosystem coverage

Built to evolve

Backward and forward-looking signals help indices reflect themes as they develop.

Clear rationale

Each constituent has a documented assessment explaining its relevance to the theme.

Consistent framework

Pure, Core and Ecosystem use the same methodology and governance framework.

FTSE Russell flagship foundation’s

Built on the FTSE Global Equity Index Series and Russell US universe, backed by FTSE Russell governance, operational rigour and brand credibility.

The FTSE MarketPsych Thematic Index Series measures the performance of companies with defined exposure to structural investment themes.

The series is designed to capture themes across their lifecycle, from emerging themes where commercial revenues may still be developing, through to mature themes supported by established business models and reported revenue.
FTSE Russell and MarketPsych have partnered to develop the series. MarketPsych provides AI and text analytics that support the FTSE Thematic Exposure Assessment, including the analysis and classification of company information, earnings transcripts and news.

FTSE Russell defines the Theme Taxonomy and methodology, sets the index rules, and is responsible for index calculation, maintenance and governance.
The FTSE Thematic Exposure Assessment is FTSE Russell’s methodology for evaluating a company’s exposure and relevance to a defined investment theme. It brings together approved data sources, multi-signal analysis and expert oversight to assess how closely a company’s activities, revenues and forward-looking indicators align with the theme.

The assessment provides a consistent, transparent basis for assigning each company a Thematic Exposure Score, which supports index eligibility, purity-tier classification and constituent-level rationale across the FTSE MarketPsych Thematic Index Series.
Each theme is defined by FTSE Russell through a Theme Taxonomy covering the theme definition, maturity level, sub-themes and clear boundaries around what is in and out of scope.

Themes sit within five long-term structural trends:

Technology & Innovation

Society & Demographics

Geopolitical Realignment

Natural Resources & Infrastructure

Health & Wellbeing

Each theme is then broken into more granular sub-themes representing relevant activities and parts of the value chain.
The assessment uses LSEG and other FTSE Russell-approved data, including but not limited to company filings and business descriptions, reported financial and segment data, earnings transcripts, news and consensus forecasts.
Each theme is classified as Emerging, Scaling or Mature based on its lifecycle stage.

For emerging themes, where reported revenue may still be limited, greater emphasis can be placed on forward-looking signals. As a theme develops, reported revenue becomes a stronger indicator of exposure, at which point the theme may be reclassified as a scaling or further into mature theme where emphasis will gradually shift over to backward-looking signals.

This allows the methodology to assess emerging, scaling and mature themes using a consistent framework at any stage of the theme development.
The three variants provide different levels of thematic exposure using the same underlying methodology.

Pure focuses on companies with the highest thematic exposure.

Core includes in the Pure Play and Majority tiers.

Ecosystem extends coverage to companies with Partial exposure, providing broader representation of the thematic value chain.