Enrich investment processes
Extract operational and investment value from all your datasets.
Put your datasets to work
You can source fundamental and quantitative data from most providers. But these datasets offer few (or zero) opportunities for Asset & Wealth Managers to consistently differentiate from their competitors.
At the same time, investors are demanding more transparent, explainable and customised solutions – but current data capabilities simply lack the depth to efficiently build better and more customisable investment products.
You need a new approach – one that maximises your data’s useability, enriches key facets of portfolio management and provides clients with the investment products and solutions they demand.
Go beyond ESG ratings
Diversity in ESG ratings makes it hard to accurately assess which companies are truly invested in sustainability, and whether they fit your ESG investment principles.
With Affinity, you can leverage more qualitative data to form a deeper understanding of ESG and company transparency, make more robust calls on ESG suitability, and invest in purer ESG-compliant products.
How we can help
We built Affinity to help Asset & Wealth Managers extract every drop of value from qualitative and unstructured datasets.
Now you can easily integrate previously unruly qualitative data with your fundamental and quantitative models, products and processes.
Use the resulting insights to make more customised investment offerings, quickly roll out bespoke solutions, and capture and react to market events that affect your investors.
Build precise products
Affinity captures and distils relevant signals from across the web — so you can make investment decisions underpinned by the deepest possible pool of market insights at any given time.
Enrich your fundamental and quantitative data with qualitative data insights to build more nuanced, tailored and transparent investment products.
Assess risk
Affinity analyses qualitative big data in near-real time, detects market events and quantifies the exposure of companies to qualitative and thematic criteria.
Score, rank and assess equity exposure to weighted themes and events by combining fundamental, quantitative and qualitative data — then quickly roll out appropriate investment products or proposals.
Increase efficiency
Leverage Affinity’s comprehensive and continuously evolving library of millions of data points.
Integrate relevant unstructured and qualitative data to inform equity investment decisions and increase asset allocation efficiency.
Boost client retention
Affinity enables the next level of product customisation at scale by making qualitative data compatible with the fundamental and quantitative world.
Now you can build a more exacting asset mix — one that offers the granularity and explainability needed to satisfy your most demanding and prescriptive investors.
Our work
See how other Asset & Wealth Managers have enriched their investment practices.
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.
Affinity enables the richer analysis of developments & trends in capital markets
See how FCFI and CID automatically captures and assesses trends for more efficient and transparent investment solutions.
Thematic Intelligence Generates Alpha in an Index Tracking Strategy
See how CID and Raise Partner make it easier to optimise thematic portfolios.
CID helps fund discover leading and investable tech innovators
How we help investors separate real thematic trends from speculation and hearsay.
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.
Track market events
Provide timely advice in the moments that affect your clients and portfolios.
