Investing Ideas
Thematic investing: What is it, and how should investors consider thinking about it?
Thematic investing is a way to invest according to beliefs and values, focused on long-term ideas and trends.
Key Takeaways
- Thematic investing allows investors to pursue market exposure to specific ideas or values.
- Fidelity Investments® has identified five different types of thematic investing, each with a different overall approach.
- Disruption
- Megatrends
- Sustainable
- Differentiated Insights
- Outcome-Oriented
- Within each type, there may be different strategies for reflecting the theme, including different approaches to selecting investments.
- Thematic solutions may provide focused exposure to a theme plus the benefits of professional research and management.
Get the full white paper
Thematic investing: what is it, and how should investors think about it?
Next steps to consider
Investment & Retirement Products
Meet the unique financial needs of your clients with our diverse investment and retirement offerings.
Learn more
Fidelity Portfolio Quick Check®
Analyze, compare, and optimize your investment strategy in minutes with our free on-demand digital portfolio analysis tool.
Learn more
Because of their narrow focus, thematic and sector investments can be more volatile than investments that diversify across many sectors and companies.
For important information, see the full linked content.
1141701.1.0
CDF93D98AD4642D9A4B4B27FECAEEEF3