ESG research
Boost ESG compliance, transparency and performance with Thematic Intelligence
The ESG clarity conundrum
For many Asset & Wealth Managers, assessing Environmental, Social, and Governance (ESG) factors is hard.
The lack of standardised reporting means information is rarely reported consistently or openly. Limited data availability across companies and sectors make it challenging to accurately assess ESG factors across an investment portfolio.
And what data that is available, is subject to diverse viewpoints that often differ on what constitutes good ESG practices, while ESG ratings providers and companies themselves have different interpretations of what they consider to be ESG risks and opportunities.
All of this makes it hard for investors to confidently evaluate the sustainability of potential equity investments, while the lack of clarity increases the chances of falling foul of compliance standards. The extensive, expensive, and time-consuming research and analysis needed also limits less well-resourced investors’ ability to conduct in-depth ESG analysis.
We need a better way.
How we can help
Thematic investing and ESG (Environmental, Social, and Governance) are closely related because thematic investing often focuses on specific themes or sectors that are driving ESG factors, like recycling technology and its impact on the environment.
The better your thematic investing processes, the better your ability to sniff out, evaluate, and act on ESG factors.
Comprehensive screening process
Our Affinity platform changes what’s possible for thematic investors, and in turn, ESG research. It uses AI and a comprehensive and efficient screening process to tap into a universe of clearly defined and relevant companies according to the themes and market events your investors care about.
Extract relevant insights
Affinity’s thematic approach means portfolio managers can deepen their understanding of individual ESG factors by extracting relevant insights from unstructured data sources across topics.
Transparent & efficient investments
It unlocks more confident, efficient, and transparent investments in stocks aligned with specific trends or themes, like renewable energy, electric vehicles, or water conservation.
The Affinity difference
| Investors need | Traditional ESG | ESG with Affinity |
|---|---|---|
| Customisation | Minimal | Apply thematic focus to ESG research and equity screening process for sharper differentiation |
| Transparency | Closed ratings | Composable and explainable factors |
| Reliability | Mixed | Deep and proprietary coverage paints a clear picture |
| Efficiency | Manual research to overcome rating deficiencies | AI automatically captures, stores and scores relevant ESG factors for fast and ready-to-use results |
| Evaluation | Subjective and black boxed by 3rd parties | AI automatically captures, stores and scores relevant ESG factors for fast and ready-to-use results |
How Affinity and Thematic Intelligence helps investors capture applied ESG innovation
Our Work
See how other Asset & Wealth Managers have enriched their investment practices.
Affinity enables the richer analysis of developments & trends in capital markets
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.
Rank exposures and opportunities
Continuously find, monitor and integrate qualitative data insights that affect your asset allocation.
Capture market and liquidity events
Build deeper knowledge and a more nuanced understanding of thematic trends.
