Thematic investing has emerged as a vital tool for investment professionals seeking to capitalize on the long-term growth potential of transformative, secular trends. Over the past decade, assets in thematic exchange-traded funds (ETFs) have increased nearly tenfold from $23 billion to $226 billion (9/30/15-9/30/25), according to Morningstar data. Below, we highlight some of the forces driving this adoption by financial professionals and portfolio managers, alongside practical considerations for integrating thematic investments into client portfolios.

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