Director of Portfolio Administration
David Armstrong – Moderator
Thematic investing has turn into very fashionable over the previous couple of years, however what precisely is it? All of us hear of ESG (Environmental, Social, & Governance) investing because the foundations for thematic investing, however thematic investing encompasses far more than ESG. Technological advances, demographic shifts, life sciences, and infrastructure buildouts, for instance, can all be thought-about thematic investing. These are secular traits occurring within the market that persist over the long-term, which can present for glorious investing alternatives. Discover ways to differentiate between themes and methods to probably use themes inside a portfolio.
*CFP, CIMA®, CPWA®, and AEP® CE Credit have been utilized for and are pending approval.