Clients

Index & ETF

From investment idea to index and ETF.

Theia Insights Industry Classification (TIIC) maps companies to industries and themes, providing the foundation for index and ETF construction. Concept2Universe (C2U) turns investment ideas into company universes, while our Thematic Factor Models (TFM) support risk analysis and ongoing monitoring. Onthos Infrastructure makes the firm’s internal knowledge accessible to teams, applications and AI workflows, with every fact linked to its source.

Idea Generation & Validation

Universe & Index Construction

Drift Monitoring & Rebalance

Institutional Knowledge & AI Workflows

Core use cases
02

Universe construction

  • Build comprehensive universes using C2U: a ranked list of companies with exposures and evidence.
  • Apply liquidity, region and listing filters to fit the index methodology or fund mandate.
  • Assess thematic exposures, volatility and return drivers with our Thematic Factor Models (TFM) to inform constituent selection and weighting.
03

Launch, monitor and rebalance

  • Schedule a C2U run before every rebalance and understand every addition and removal.
  • Detect drift and keep products aligned with concept evolution at each rebalance.
04

Institutional knowledge and AI workflows

  • Connect research, methodologies and rebalance records through Onthos Infrastructure.
  • Serve evidence-linked facts to applications and AI agents without building your own NLP stack.
Get started

Build your next thematic index or ETF.

Talk to us about idea generation, index construction and rebalancing, and putting your firm’s knowledge to work.

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Who is Onthos for?

Asset Management

Investment decisions & research

Investment Banks

Baskets, structured products & QIS

Hedge & Quant Funds

Alpha generation & risk management

Wealth Platforms & Advisors

Discovery & personalisation