Identify portfolio risk exposures and opportunities
Asset & Wealth Managers today need to provide proactive market intelligence for their portfolio managers and clients.
To constantly assess your funds’ and client portfolios’ exposure, you need to capture market events as they happen, in the areas that stand to affect your investors the most.
How we can help
Affinity helps you identify and act on investment opportunities by building a timely, accurate picture of relationships between market events and investment products and client portfolios.
Our system continuously analyses fundamental, quantitative and qualitative data streams, detects events, and quantifies portfolio exposure.
Use Affinity’s self-service, no-code tools to define precisie thematic investment criteria (including ESG factors, regulatory drivers and client interests) for deeper portfolio monitoring and stronger asset management advice and customer service.
Comprehensive portfolio monitoring
Use Affinity to continuously stay on top of market events that affect funds’ and clients’ portfolios.
Establish an increasingly effective portfolio monitoring process by building up a more detailed and nuanced picture of your funds’ and clients’ exposure to themes and opportunities.
Merge qualitative and unstructured data insights with your quantitative and fundamental models to provide more customised and higher-performing investment solutions.
Quickly develop and implement solutions for your clients to strengthen relations and improve customer service.
Reduce risk and boost efficiency
Harness a low-latency, high-fidelity picture of market events that stand to affect your investors and provide more timely advice and incisive action options.
See how other Asset & Wealth Managers have enriched their investment practices.
Explore other use cases
Discover all the ways you can use Thematic Intelligence to boost investment and operational performance.