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Specializing in retirement planning and personalized investment management.

Thematic Investments

Thematic Investments

Unlike traditional funds which are usually invested around a particular asset class, thematic funds invest in companies based on certain themes like biotech, robotics, or alternative energy. The stock exposure of thematic funds typically cuts across multiple asset classes. Thematic funds usually involve innovative, disruptive, and forward-looking technologies. For people who are interested in certain trends and themes, you will likely find a fund that covers it.

We usually don’t recommend individual stocks due to their concentrated risk. Thematic investing alleviates some of that risk since you are really investing in an entire industry vs. just one company. Thematic investing is our most popular customization. We are constantly updating our list of thematic investments, which currently includes: