Thematic Investing involves capitalizing on powerful secular trends, disruptive ideas, innovations and economic forces that are constantly reshaping the world. Thematic investing builds portfolios of companies positioned to exploit these transformational changes and, just as importantly, avoids companies that will be disrupted by creative destruction.
“The strong basis for stock selection comes from whittling down the thousands of public securities around the world to a manageable group- identified through our thematic research. This screening process is perhaps the most important part of investing.”
Top RIA Firms 1
2023
Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded October 10, 2023 for data as of March 31, 2023. Chevy Chase Trust paid no application fee to participate.
Top 100 RIAS 2
2023
Rankings developed by Barron’s using proprietary algorithms. Awarded September 15, 2023 for data as of June 30, 2023. Chevy Chase Trust paid no application fee to participate.