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
Third 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 on list of Barron’s Top 100 RIA Firms in 2023
Chevy Chase Trust is proud to announce its ranking on Barron’s 2023 list of the Top 100 RIA firms. This is […]
Fixed Income Investing Webinar on March 30, 2023
Craig Pernick and Carlton Davis Share Insights on Fixed Income Investing