Customise portfolios
Empower sales and advisors to meet investor requirements.
Precision investing at scale
You’re under pressure to quickly develop and release tailored products, all while delivering outstanding customer service.
Portfolio managers and sales teams now need to demonstrate transparency and hyper-customisation throughout the investment process — all while maintaining strong performance.
To make that happen, you need to extract insights from every facet of your datasets and integrate them with your current models and processes.
How we can help
Affinity harnesses a pool of qualitative solutions that helps portfolio managers offer more diverse investment options to institutional clients and High Net Worth Individuals.
Now you can build a bridge of nuanced and integratable qualitative and unstructured data that connects portfolio management to clients’ specific investment requirements.
Empower sales and advisors
Provide your advisors with self-service, no-code options that ramp up interactivity and responsiveness.
Sales can tap into a constantly evolving library of searchable thematic insights to inform more exacting investment processes.
Optimise asset allocation
Combine fundamental and quantitative data with qualitative data insights to turn thematic client interests into actionable investment criteria, quickly and efficiently.
Meet precise investment criteria
Affinity’s self-service, no-code tools enable portfolio managers and advisors to define precise thematic investment criteria (including ESG factors, regulatory drivers and client interests).
Use these insights for deeper portfolio monitoring, sharper customisation along client interests, and more efficient and exacting investment proposals.
Our work
See how other Asset & Wealth Managers have enriched their investment practices.
A tailored enterprise platform for the global workwear retailer STRAUSS
Case Study: Data Mesh at a Leading European Retailer
Case Study: Enhancing Supply Chain Monitoring with AI and Knowledge Graphs
CID’s mastery of AI and Knowledge Graph technologies delivers unparalleled supplier and event detection accuracy. Desire to talk?
A leading bank uses Affinity to create more effective client and prospect interactions, more often
Find out how one of the world’s leading banks put hyper-relevant and timely prospecting and client insights at its advisors’ fingertips.
How CID and FactSet’s Thematic Intelligence and Investments opened up the world for the first plant-based ETF
Discover how the world’s first plant-based ETF built comprehensive thematic lists that delivered high performance – despite only operating with a…
Affinity helps a leading bank tap into a new business-critical market
Find out how CID used AI and connected data to help one of the world’s leading banks break into the mass affluent market.
Explore other use cases
Discover all the ways you can use Thematic Intelligence to boost investment and operational performance.
Thematic Investing
Leverage trends and themes for innovative investment solutions and higher-performing portfolios.
Enrich investment processes
Extract operational and investment value from all your datasets.
Track market events
Provide timely advice in the moments that affect your clients and portfolios.
