Defining the approach
Thematic investing is a sustainable investing approach that targets specific social or environmental issues. Investors seek companies and funds that provide strategies to sustainability-related issues such as clean/alternative energy, water, agriculture, education or healthcare. Like other methods of sustainable investing, the thematic process helps investors support issues that are important to them while pursuing investment returns from evolving social and environmental trends.
You can invest thematically in a variety of ways, across industries and companies. To help align your portfolio with your values, we offer:
- Exchange-traded funds
- Mutual funds
- Fixed income securities
Case Study: Investing in Green Bonds*
A high-net-worth investor wanted to build a more diversified fixed income portfolio while also supporting development efforts in his local community in Latin America.
PORTFOLIO GOALS: To generate consistent levels of income while also giving back to the community.
OUR APPROACH: We advised the investor to reallocate a portion of his portfolio to “Green Bonds” that invest in water and low-income housing.
*All case studies are shown for illustrative purposes only and should not be relied upon as advice or interpreted as recommendations. They are based on current market conditions that constitute our judgment and are subject to change. Results shown are not meant to be representative of actual results. Past performance is not a guarantee of the future performance of an investment.