Clients

Asset Management

Better investment decisions through thematic intelligence.

Onthos helps asset managers discover investment opportunities, build portfolios around their views and uncover hidden exposures across holdings. See where risks concentrate and what drives returns, and put your firm’s research to work across teams and AI workflows.

Investment Research

Portfolio Construction

Exposure & Risk Analysis

Institutional Knowledge & AI Workflows

Core use cases

01

Investment research and idea generation

See how themes emerge and perform globally with the Theia Insights Industry Classification.
Turn investment theses into company universes in minutes with Concept2Universe.
Find relevant company peers by comparing exposures across multiple business activities.

02

Portfolio construction

Select companies aligned with your investment thesis using Concept2Universe and the Theia Insights Industry Classification.
Apply liquidity, region and listing filters to fit the mandate.
Assess exposure and risk trade-offs to inform position sizing with our Thematic Factor Models.

03

Exposure and risk analysis

Reveal hidden exposures and concentrations across your portfolio.
Measure thematic contributions to returns and risk with our Thematic Factor Models.
Turn concepts into custom factors and test portfolio sensitivity under different scenarios.

04

Institutional knowledge and AI workflows

Uncover hidden knowledge across your firm’s information sources through Onthos Infrastructure.
Serve evidence-linked facts to applications and AI agents without building your own NLP stack.

Get started

Connect your investment views to your portfolio.

Talk to us about investment research, portfolio construction and risk analysis, and putting your firm’s knowledge to work.

Who is Onthos for?

Index & ETF

Index & product creation

Investment Banks

Baskets, structured products & QIS

Hedge & Quant Funds

Alpha generation & risk management

Wealth Platforms & Advisors

Discovery & personalisation