Investment Themes

Instructions

The Investment Themes 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 tab followed by Investment Themes

    You can then browse or search for Themes and S&P 1500 companies.

    The investment themes menu in portal.

    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

    The investment themes panel in portal

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

    The investment themes overview link in portal.

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

    The investment themes overview page in portal.

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

    The investment theme add button in portal.

 

Additional Resources