Asset & Wealth Management
Harness relevant unstructured data to enrich your investment strategies and client-facing business processes. Multiply your investment universe for themes and trends while massively reducing equity research time.
Now you can automatically find, score and integrate qualitative data into your products and processes. Quickly and easily feed more nuanced insights into your investment strategies to increase customisation and reduce product time-to-market.
Leverage these insights to identify new business opportunities and stay in the know about your clients.
This is Thematic Intelligence — and it’s where differentiation happens for Asset & Wealth Managers today.
Unlock comprehensive data-led insights, create and energise investment strategies and win more business.
Level up your thematic research efficiency by easily combining unstructured, qualitative data with your fundamental and quantitative data and existing models. Create more granular and accurate investment solutions, and build a deeper understanding of clients and prospects to identify business opportunities.
Use Cases
Find out how Thematic Intelligence has helped Asset & Wealth Managers develop a more efficient and customisable investment process that can unlock better performance. And see how prospecting, client monitoring and internal business processes radically improve when fed a rich mix of quality unstructured data and relevant thematic insights.
Affinity
To get the most from unstructured data, you need to have access to high quality data that’s continuously relevant and easy to integrate into your own processes. Affinity is the platform that makes Thematic Intelligence useable at scale.
It’s an insights hub that finds, ranks, scores and meshes quality data with your fundamental and quantitative models and business processes for deeper thematic insights – unlocking greater investment performance and more client-facing and prospecting opportunities.
Asset & Wealth Management resources
Asset & Wealth Managers today have an opportunity to extract fresh value from qualitative data in more ways than ever. Explore how investment professionals and business developers can drive tangible investment performance, operational improvement and new business opportunities.
