Photography of office interior with business woman in background
Back to Asset & Wealth Management Case Studies

CID helps fund discover leading and investable tech innovators

How The Singularity Group and CID partnered up to separate the true (and successful) innovators from the hype.

At a glance

In a world where everybody is talking about innovation and technology, it can be hard to identify true innovators. The Singularity Group (TSG) has found a way.

To cut through the market noise, media hype and buzzwords surrounding “innovation”, TSG only invests in applied innovation. And it does so with the help of CID.

TSG concerns itself with the value chains and the real work penetration of new technologies.

Applied innovation is therefore the best measure of true innovation – and enables them to separate the Nokias and Netscapes of the world from the Apples and Googles.

The challenge

How do you identify applied innovation in a market crowded with speculation and hearsay?

With the huge proliferation in technological advancements showing no sign of slowing down, there’s never been a greater opportunity to uncover the next unicorn business. But this isn’t easy.

TSG’s strategy puts Think Tank-fueled analysis and tangible, real-world evidence before opinion and fundamentals before market hype.

That’s why it’s been so successful in investing in companies that generate actual revenue from innovative, game-changing technologies today.

While thematic approaches mostly follow trends and customer demand, an applied innovation portfolio covers many themes on a continuous basis, and by default – with TSG seeing innovation as a constant rather than cyclical phenomenon.
When it comes to identifying innovation, TSG also needs to stay ahead of the game – instead of being late to or even missing out on the game.
Venn diagram of TSG Applied Innovation
Picture (c) The Singularity Group

The solution

TSG’s approach to this challenge? Making innovation an investing metric.

The Singularity Think Tank helps to continually update the Group’s understanding of value chains and cash flows within the Singularity Sectors.

This information allows TSG to calculate the “Singularity Score”. This score represents a company’s exposure to currently relevant innovation value chains. It is a unique innovation indicator and a key metric in the construction of the Group’s investment strategies.

To make the most out of their proprietary data set, TSG leverages CID’s AI system, which combines the best of human and Artificial Intelligence.

TSG uses CID’s Affinity as a support to identify and verify investment targets and revenue lines for their Singularity Sectors. Using ThemeScape, they turn expert input into qualitative criteria to assess company and sector exposure to innovation – and combine this qualitative analysis with fundamental data revenue analysis.

TSG leverages qualitative expert insight and fundamental data to ensure its investing in genuine, applied innovation – not mere buzzwords.
Their use of ThemeScape increases the efficiency and scalability of their analysis and enriches their investment decisions with more comprehensive insights.
Illustrative line graph

The results

The fund combines human expertise, fundamental data, and AI to optimise its selection of relevant investment targets.

A deep understanding of Singularity Sectors and their value chains enables TSG to capitalize on innovation by identifying it, wherever it’s happening (i.e. not just in the tech sector).

With the use of AI, TSG supports research & equity analysts in their research process with self-service, no-code tools that puts rich insights at their fingertips.

Learn more at

Portrait of Evelyne Pflugi
We focus on cash generation with innovation across industries through understanding technology value chains. This is what sets us apart from classic “theme funds”.

Evelyne Pflugi, CEO and Co-Founder, The Singularity Group

Book a demo

See what Affinity can do for your business and investors.

Book a demo

You might be interested in

See how other Asset and Wealth Managers have enriched their investment practices.

Enterprise Platform
A tailored enterprise platform for the global workwear retailer STRAUSS  
Data Mesh Information Architecture
Case Study: Data Mesh at a Leading European Retailer 
Supply Chain Monitoring
Case Study: Enhancing Supply Chain Monitoring with AI and Knowledge Graphs

CID’s mastery of AI and Knowledge Graph technologies delivers unparalleled supplier and event detection accuracy. Desire to talk?

Man and woman laugh looking at a tablet
A leading bank uses Affinity to create more effective client and prospect interactions, more often

Find out how one of the world’s leading banks put hyper-relevant and timely prospecting and client insights at its advisors’ fingertips.

Women standing amongst plants
How CID and FactSet’s Thematic Intelligence and Investments opened up the world for the first plant-based ETF

Discover how the world’s first plant-based ETF built comprehensive thematic lists that delivered high performance – despite only operating with a…

Woman on laptop smiling
Affinity helps a leading bank tap into a new business-critical market

Find out how CID used AI and connected data to help one of the world’s leading banks break into the mass affluent market.

We use cookies for statistical purposes to better understand your usage behaviour and to optimise our website design. For further details, please refer to our Data Protection Statement and Cookie Policy. You can withdraw your consent at any time using the link in the site footer.