In this ebook, you’ll learn about the many benefits of thematic investing for both advisors and clients.
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financialplanning Sponsor content from Orion Portfolio Solutions Orion Portfolio Solutions
eBook
Hello Voornaam,

As an advisor, one of your primary tasks is to keep your clients invested in order to build wealth and reach their financial goals. But with volatility in the markets—and in the world—it can be difficult to convince investors to focus on the long-term.

In order to do so, it’s up to you to deliver Inspirational Alpha through investment stories that resonate with clients, that stimulate them, that make them excited about what they’re investing in.

Enter thematic investment strategies. These powerful trends are stories that investors can understand and appreciate, with real-world, relatable examples—such as climate change, disruptive technology, urbanization, and more.

In this ebook, you’ll learn about the many benefits of thematic investing for both advisors and clients, as well as:

  • The five megatrends BlackRock has identified as “superhighways to the future”
  • Why thematic ETFs are growing so rapidly
  • How megatrends and other thematic strategies behave in the market

And more! Download the ebook now.

2080-OPS-7/22/2021

DOWNLOAD NOW
 
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