Incorporate ESG research & rankings in a fraction of the time

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 that data is subject to different interpretations as to what constitutes good ESG practices. 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.

Ready to investigate Affinity’s ESG power?

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How Affinity and Thematic Intelligence helps investors capture applied ESG innovation

In this video, we explore the ‘perfect ESG storm’ that investors currently find themselves in, the discrepancies between ESG ratings providers, and how Thematic Intelligence puts the power of richer ESG insight into your own hands – fast.

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 uncover, evaluate, and act on ESG factors.

Comprehensive screening process

Our Affinity platform changes what’s possible for thematic investors, and in turn, ESG research. Using AI and a comprehensive and efficient screening process, Affinity taps 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 tailored, 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

	Criteria	Customisation
	Traditional ESG	Minimal
	ESG with Affinity	Apply thematic focus to ESG research and equity screening process for sharper differentiation

	Criteria	Transparency
	Traditional ESG	Closed ratings
	ESG with Affinity	Composable and explainable factors

	Criteria	Reliability
	Traditional ESG	Mixed
	ESG with Affinity	Deep and proprietary coverage paints a clear picture

	Criteria	Efficiency
	Traditional ESG	Manual research to overcome rating deficiencies
	ESG with Affinity	AI automatically captures, stores and scores relevant ESG factors for fast and ready-to-use results

	Criteria	Evaluation
	Traditional ESG	Subjective and black boxed by 3rd parties
	ESG with Affinity	AI automatically captures, stores and scores relevant ESG factors for fast and ready-to-use results

Our Work

See how other Asset & Wealth Managers have enriched their investment practices.

Case Studies

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.

Case Studies

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…

Case Studies

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.

See all

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.

Ready to start?

Let’s talk about what you need.

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