Thematic Investing

Explore the ways thematic investing helps clients enhance their portfolios and align their investments with what matters to them.

Innovative strategies for emerging opportunities

Introducing Fidelity's newest thematic investing offerings—providing your clients exposure to the companies shaping the future of the new digital world.

Designed to give exposure to global companies engaged in activities related to cryptocurrency, related blockchain technology, and digital payments processing.

Designed to give exposure to global companies that develop, manufacture, distribute, or sell products or services related to establishing and enabling the metaverse.

What is thematic investing?

Thematic investing allows investors to pursue market exposure based on specific ideas or values. This approach can align your clients' interests and views with companies they invest in—focusing on potential opportunities created by economic, technological, and social developments.

Exposure to long-term trends and themes

For investors seeking differentiated investment strategies with access to current and future trends, these offerings have been created based on client demand and may serve as core equity strategies or as satellite options.

Access to research and portfolio management expertise

Capitalize on Fidelity's research edge and expertise in generating unparalleled insights. Backed by our history and legacy of active management, these strategies allow access to our unique research and insights.

Leverage Fidelity's thought leadership

Clients and advisors looking for differentiated strategies will benefit from Fidelity's portfolio construction awareness and education, insightful thought leadership, and portfolio construction expertise.

Browse all thematic funds

Fidelity's five thematic categories can help you frame investing opportunities for your clients.

Differentiated Insights: Unique insights and industry-leading investment experience


Fidelity Focused Insights Videos

Get insights from Fidelity portfolio managers on recent thematic investing trends and opportunities.

Sustainable Investing

Evaluation of environmental, social, and governance (ESG) factors that impact a company's sustainability and long-term value.

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