FA Thematic Investing:
An Investment Management Strategy

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Date Published: September 11, 2020
Summary PowerPoint Deck: 58 Slides

Reference PowerPoint Deck: 185 Slides

The purpose of this research is to provide readers with a comprehensive understanding of thematic investing. While this research focuses on financial advisors' application of thematic investing, many of the same concepts are applicable in the institutional and consumer direct markets. This research is part of Tiburon's broader coverage of financial advisor investment management strategies.

This research addresses the key historical phases of financial advisor thematic investing, including:
  • Early Phase
  • Middle Phase
  • Recent Phase
This research defines the key investment strategies of thematic investing, including:
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And this research makes future predictions for financial advisor thematic investing, including:
  • Slow Growth in Thematic Investing
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