Let’s close the Thematic Insights Gap
Investment differentiation hinges on your ability to consistently benefit from industry innovation, disruption and changes with strong performance potential.
To do that, you need to translate and merge research insights and client preferences into an investable list of public or private equities.
But traditional fundamental analysis doesn’t offer the precision needed to do this consistently. Most data points — like standard industry sector classifications — just aren’t detailed enough.
Portfolio managers and researchers have to manually sift through huge amounts of data (companies, internet search results, news, industry sectors and revenue lines) to filter thematic company matches.
It’s a waste of your time and resources. We call it the Thematic Insights Gap.
Bring clarity, customisation and performance to ESG investing
ESG and thematic investing are more closely linked than ever. And as the space becomes more competitive, investors need to create more compelling, compliant investment funds with an explainable, transparent ESG focus.
Thematic investing holds the key to deeper, more effective and customisable ESG investing. Applying a thematic lens can help you accurately identify investable opportunities while ensuring you meet clients’ and your own ESG criteria.
Our Thematic Intelligence approach converges thematic investing best practices with your proprietary ESG criteria.
Affinity makes it easy to find and invest in companies that truly embody innovation and sustainability.
How Affinity helps thematic investors generate alpha
How we can help
Use our self-service, no-code approach to configure themes and trends of interest in a fraction of the time it takes to manually research qualitative insights.
Affinity’s combination of AI, Machine Learning and Natural Language Processing enriches your thematic investments with useable and relevant unstructured data.
Create more exacting portfolios, outperform benchmarks, and keep accountability and transparency at the forefront of asset allocation.
Explore other use cases
Discover all the ways you can use Thematic Intelligence to boost investment and operational performance.