Asset Management

See what a company does and how its business activities have changed over time with the Theia Insights Industry Classification (TIIC).
Track how themes emerge, spread across industries and perform over time with our dynamic taxonomy and Theme Watch Indices.
Turn an investment thesis into a ranked, investable universe with Concept2Universe (C2U), supported by analytics for your research questions and revenue exposure to your concept.
Build peer groups on shared business activities rather than static industry labels, for comparables and relative valuation.

Build thematic portfolios and sleeves using C2U and TIIC within the portfolio’s liquidity, region and listing constraints.
Identify and size a portfolio’s thematic tilts against the benchmark.
Understand how a new position changes the portfolio’s thematic exposures and risk before you trade, with our Thematic Factor Models (TFM).
Monitor changes in holdings’ business activities using TIIC to flag companies in thesis drift.

Reveal hidden thematic exposures and concentrations with TIIC, our dynamic, one-to-many industry classification.
Attribute performance to themes with our TFM and see the contribution to returns from thematic positioning, style and stock selection.
Validate the portfolio’s thematic positioning to clients, consultants and investment committees in a consistent, evidence-based way.
Turn your own investment concepts into custom factors and see how sensitive the portfolio is to different scenarios.

Bring together analyst notes, company meeting notes, investment committee memos, broker research and transcripts through Onthos Infrastructure, with every fact linked to its source.
Ask questions across the firm’s research base: what supports a thesis, how has the house view changed and where do analysts disagree?
Feed the same evidence-linked facts to applications and AI agents without building your own NLP stack.

Connect your investment views to your portfolio.