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Thematic Investing

Invest based on what matters to you or invest in themes that unlock long-term growth capabilities via global megatrends. Our thematic platform offers a wide variety of strategies like lower carbon footprint, the energy transition and a circular economy.

Megatrends in sustainable investing

With this approach, you can identify investments that are built to address fundamental changes in the market and provide the potential to outperform traditional indexes. 

Causes you care about

An investment focus on sustainable megatrends for an extended period provides you with more autonomy.

Trends in thematic investing

Consider investing in companies and projects that target specific issue areas or themes that are meaningful to you and are experiencing growth. Some of these include: 

Environmental Investing

  • Renewable/clean energy
  • Water quality and quantity
  • Sustainable agriculture
  • Lower carbon emissions
  • Circular economy practices

Social and Community Investing

  • Infrastructure development
  • Food scarcity
  • Gender diversity
  • Racial equity
  • Access to healthcare

The environment as an investment opportunity

Whether your investment decisions are driven by a desire to generate profits/grow your portfolio, or if your goal is to promote positive change, you’re likely to find the same destination: thematic investing. Why? Because many of the issues critical to our world—the clean energy transition, sustainable agriculture, addressing climate change and more—are also megatrends shaping our future and the way we invest for growth in sustainable investing.

With thematic investing, there are multiple ways you can take part:

You could be worried about the environment and want to use your capital to invest with intention, or maybe you see a driver for long-term growth as defined by an environmental megatrend. The range of investments are increasing and include topics like the energy transition, green infrastructure and next-generation vehicles – the choice is up to you.

Our platform addresses changing global dynamics which can drive growth and create investible thematic opportunities across diverse geographies and sectors. The Private Bank provides the breadth and depth of targeted investments for you.

Talk to your J.P.Morgan team to learn more about Thematic Investing

Sustainable investment opportunities

Contact us to discuss how we can help you experience the full possibility of your wealth.

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Important Information

KEY RISKS

Investment approaches that incorporate environmental, social and governance (“ESG”) considerations or sustainable investing may include additional risks. ESG or sustainable investing strategies (together, “ESG Strategies”), including separately managed accounts (“SMAs”), mutual funds and exchange traded funds (“ETFs”), can limit the types and number of investment opportunities and, as a result, could underperform other strategies that do not have an ESG or sustainable focus. Certain strategies focusing on a particular theme or sector can be more concentrated in particular industries or sectors that share common characteristics and are often subject to similar business risks and regulatory burdens. Because investing on the basis of ESG /sustainability criteria can involve qualitative and subjective analysis, there can be no assurance that the methodology utilized by, or determinations made by, J.P. Morgan, or an investment manager or investment adviser selected by J.P. Morgan, will align with the beliefs or values of the Client. Additionally, other investment managers and investment advisers, including our affiliates, can have a different approach to ESG or sustainable investing and can offer ESG Strategies that differ from the ESG Strategies offered at J.P. Morgan with respect to the same theme or topic. When evaluating investments, an investment manager or investment adviser is dependent upon information and data that might be incomplete, inaccurate or unavailable, which could cause the manager/adviser to incorrectly assess an investment’s ESG or sustainable attributes.

In making investment decisions, J.P. Morgan uses data and information, including but not limited to, industry classifications, industry grouping, ratings, scores and issuer screening provided by third party data providers or by a J.P. Morgan affiliated service provider. J.P. Morgan does not review, guarantee or validate any third-party data, ratings, screenings or processes. Such data and information will not have been validated by J.P. Morgan and can therefore be incomplete or erroneous. ESG and sustainable investing are not uniformly defined concepts and scores or ratings may vary across data providers that use similar or different screens based on their process for evaluating ESG characteristics. Investments identified by J.P. Morgan as demonstrating positive ESG characteristics might not be the same investments identified by other investment managers in the market that use similar ESG screens or methodologies. In addition, investments identified as demonstrating positive ESG characteristics at a particular point in time might not exhibit positive or favorable ESG characteristics across all relevant metrics or methodologies or on an ongoing basis. ESG or sustainable investing practices differ by asset class, country, region and industry and are constantly evolving. As a result, a company’s ESG or sustainability-related practices and J.P. Morgan’s assessment of such practices could change over time.

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