Chevy Chase Trust is an independent, privately owned investment management firm, providing individuals, families and select institutions with a comprehensive, personalized approach to investing and wealth management.Â
Q: How does Chevy Chase Trust use Global Thematic Investing in clients’ portfolios?
A: Our overall investment management strategy is Global Thematic Investing. We utilize unique insights to develop balanced, customized portfolios that are designed to limit risk and maximize opportunity. We provide appropriate diversification by integrating five to seven uncorrelated, multi-sector themes into a multi-theme portfolio. Each portfolio is comprised of 40 to 55 stocks that are diversified across sector, region, market cap and style. Consistent with our process, we keep abreast of changing macroeconomic and financial market developments and adjust our themes and portfolios accordingly.Â
Q: What differentiates Chevy Chase Trust from the competition?
A: We leverage our extensive knowledge, expertise and creativity to pair our research-driven investment strategy with world-class service that’s purposefully designed to help clients achieve their financial goals. We manage each client’s portfolio without the pressure to sell products. And because we are privately owned and operated, we have the freedom to match the right resources to each client, concentrate on long-term client objectives instead of quarterly company profits, ignore the constraints of institutionalized money management, and invest in and retain highly qualified professionals and resources.
Our application of Global Thematic Investing allows our clients to capitalize on powerful secular trends, disruptive ideas, innovations and economic forces that are constantly reshaping the world. Our research-driven approach sets us apart. Instead of being confined to narrow industry sub-sectors, our analysts use a forward-looking lens into transformational shifts across the globe and form strong convictions about their investment decisions.