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
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
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.
News & Noteworthy
Washington Business Journal Executive Insights Interview Featuring Chevy Chase Trust President & CEO Jeff Whitaker
Hear what CEO Jeff Whitaker had to share in his recent Executive Insights discussion with Alex Orfinger of the Washington […]
Fourth Quarter, 2023
Despite a third-quarter decline, equity markets remain positive year to date. We think a new era for investors is emerging that will likely be less favorable for the investment strategies that have delivered strong returns in the past. We are carefully repositioning Thematic Equity portfolios for the changes we expect.
Chevy Chase Trust Ranks #11 on Forbes/SHOOK List of Top RIA Firms in 2023
As of October 10, 2023, Forbes has named Chevy Chase Trust to the 2023 Forbes/SHOOK list of America’s Top RIA […]