Clients

Investment Banks

Build baskets faster. Explain every constituent.

Onthos helps investment banks turn client ideas into thematic baskets for structured products, delta-one and QIS strategies. Theia Insights Industry Classification (TIIC) and Concept2Universe (C2U) turn investment ideas into trading baskets with evidence, while our Thematic Factor Models (TFM) help teams understand risk and design hedges. Onthos Infrastructure makes the bank’s internal knowledge accessible to teams, applications and AI workflows, with every fact linked to its source.

Thematic Basket Construction

Risk Analysis & Hedging

Sales & Client Solutions

Institutional Knowledge & AI Workflows

Core use cases
01

Thematic baskets and product construction

  • Turn a client idea or market trend into a company universe in minutes with Concept2Universe (C2U).
  • Build thematic baskets for structured notes, swaps, delta-one platforms and QIS strategies.
  • Explain a constituent’s relevance using the evidence field along with the Theia Insights Industry Classification (TIIC), supporting internal review and client discussions.
02

Risk analysis and thematic hedging

  • Measure thematic contributions to risk and returns with our Thematic Factor Models (TFM).
  • Examine correlations between themes to identify hidden concentrated risk.
  • Construct targeted hedge baskets and overlays using TIIC and our TFM.
03

Sales and client solutions

  • Translate a client’s investment view into a relevant company universe in minutes with C2U.
  • Support pitches with constituent selection rationale and exposure data from TIIC.
  • Track thematic performance to inform client conversations and follow-up discussions.
04

Institutional knowledge and AI workflows

  • Bring together the bank’s research, product documentation and internal information through Onthos Infrastructure.
  • Serve typed, evidence-linked facts to internal applications and AI agents without building your own NLP stack, while reducing LLM cost.
Get started

Build better thematic products.

Talk to us about supporting your basket construction, thematic risk analysis and client workflows, and putting your bank’s knowledge to work.

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Who is Onthos for?

Asset Management

Investment decisions & research

Index & ETF

Index & product creation

Hedge & Quant Funds

Alpha generation & risk management

Wealth Platforms & Advisors

Discovery & personalisation