Investment Themes

Instructions

The Investment Theme feature allows you to explore companies and details connected to a specific theme. You may then explore connections to the companies themselves.

To access this tool, take following steps:

  1. Click the Research menu at the top of the page and select Investment Themes. You can then browse or search for Themes and S&P 1500 companies.

    Alternatively, use the search box at the top of any screen to search and select a S&P 1500 product. Select the Fundamentals tab followed by the Investment Themes tab

  2. Click a theme and select Investment Theme Overview to view details and related instruments.

  3. The Investment Theme Overview page will populate on your screen.

  4. Populate the desired articles to Add To Watchlist or View the Quote screen.

 

Additional Resources