At Chevy Chase Trust’s 2017 Fall Investment Symposium, Spencer Smith discusses the thematic research process.

“Before we make an investment in any individual company there’s a long dynamic process that precedes that decision.”

To view Spencer’s full presentation, click here.

Thematic Investing

At Chevy Chase Trust's 2017 Fall Investment Symposium, Spencer Smith discusses the thematic research process.


At Chevy Chase Trust’s 2017 Fall Investment Symposium, Tap Chibaya presents the theme of U.S. Urbanization.

“Urbanization will contribute to sustainable growth in the U.S. by increasing productivity, allowing innovations and new ideas to emerge.”

For presentation highlights, click here. To view Tap’s full presentation, click here.

U.S. Urbanization

At Chevy Chase Trust’s 2017 Fall Investment Symposium, Tap Chibaya presents the theme of U.S. Urbanization. “Urbanization will contribute to […]
Chevy Chase Trust - Investment Update, Third Quarter 2017

Investment Update, Second Quarter 2017

Global equity markets rose during the first half of 2017. In fact, annualized returns are on pace for the fifth best showing in 30 years. The MSCI All Country World Index (ACWI) generated a total return of 4.45% during the second quarter of 2017, bringing its year-to-date return to 11.82%.
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Market Update

U.S. equity markets closed higher both days after the Donald Trump victory and Republican sweep of Congress.
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What Differentiates Chevy Chase Trust?

Clients tell us they find our approach to be refreshingly straightforward. We offer careful planning, global thinking, exhaustive research and thematic portfolios. This is investing pure and simple.
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What is Thematic Investing?

Thematic investing is at the core of portfolio management at Chevy Chase Trust. We believe that adherence to a thematic investment process delivers superior results over wealth-relevant time horizons.
Chevy Chase Trust - Investment Update, Third Quarter 2017

Investment Update, Fourth Quarter 2015

The S&P Index ended 2015 at 2,044, almost exactly where it started the year at 2,059. Including dividends, the Index’s total return for the year was +1.38%. Volatility was higher than in any year since 2008. Market performance was very concentrated.