Thematic Investing
Leverage trends and themes for innovative investment solutions, precise asset allocation and higher-performing portfolios.
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.
Reduce time-to-market
Build up a library of corresponding themes and events that map to your clients’ interests and start to accumulate more actionable insights, more often.
With this depth of data at your disposal, you can create, customise and release investment proposals and products faster than ever before.
And you can build and roll out new products based on sound fundamental research that’s supported by timely, nuanced and comprehensive qualitative data.
Precise asset allocation
Make better investment decisions by continuously leveraging a bank of composable thematic insights.
These insights dynamically evolve in real time, enabling a constant view of how corresponding market events and theme exposures affect each of your products or investors — so you can optimise your thematic-focused asset allocation and stock picking accordingly.
Outperform benchmarks
Build a strong bench of thematic insights to better identify genuine thematic leaders. Curate a diverse list of investable entities and better leverage their performance potential.
You’ll create more investment solutions that unlock stronger returns through highly-targeted and timely thematic investment decisions.
Differentiate through customisation
Affinity lets you enrich your fundamental and quantitative investment models by adding qualitative theme exposures.
Harness unstructured data into a granular, composable format to develop more informed products and investor-specific solutions that meet increasingly prescriptive investor demand.
With an ever more nuanced understanding of key markets, you can build more bespoke and explainable portfolios that tap into all three datasets.
Create process efficiency
Remove the burden on researchers to manually search for qualitative data or level-up fundamental data that’s unfit for purpose.
Affinity aggregates and scores your qualitative data to automatically quantify thematic exposures. Now researchers can quickly find insights within our platform that integrate directly into your systems through our API.
You can use our front end to easily input data into Excel — just log into a browser and go.
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.
