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.
- 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.
Next steps to consider
Thematic Investing
Help align your clients’ portfolios with their interests with our thematic investing options.
Learn more
Sector/Industry
Target specific segments of the economy with our full spectrum of sector funds, ETFs, and other solutions.
Learn more
Active ETFs
Unlock unique investment opportunities and construct a stronger core with our industry-leading approach to active ETFs.
Learn more
Because of their narrow focus, thematic and sector investments can be more volatile than investments that diversify across many sectors and companies.