The new thematic approach to generating alpha

Thematic investing has Asset and Wealth Managers in a constant battle. You’re trying to find insights that help distinguish your investment products, cater to specific client needs, and generate alpha.

Yet these products depend on accurate, relevant, and integrated insights from unstructured qualitative data – a process that relies on manual research and is limited by the disparate nature of unstructured information.

And at the same time, the thematic space has become fiercely competitive – which means it’s never been more important (or harder) to stand out. Firms less well-resourced than the market leaders face a particularly difficult challenge to satisfy growing client demand for customised and alpha-generating portfolios.

Asset and Wealth Managers need a new approach to overcome this combination of overly manual processes, inaccurate results, and lack of customisation and transparency.

Affinity was designed to give thematic investors the tools to evolve thematic research investment beyond manual data collection.

The result:

• Continuous and automatic qualitative data capture including comprehensive data crawling from across the web, transcripts, and filings
• Theme exposure and purity scoring to create thematic buckets of hyper-relevant companies
• Integrating quantitative, fundamental and qualitative insights for well-rounded thematic investment baskets and portfolio simulation

Affinity is helping Asset and Wealth Managers develop richer, more informed, and higher-performing thematic investment strategies for their institutional clients and high-net-worth individuals.

Watch the short video below and see how Affinity works for yourself.