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.
Explore other use cases
Discover all the ways you can use Thematic Intelligence to boost investment and operational performance.