Thematic Intelligence & Investments

Overview

Enhance your existing models by uncovering themes, industry events, and hidden signals in your data. Simultaneously map them to entities from FactSet’s multitude of company and people data. Rank portfolio exposures and opportunities from companies and people and link them by key themes.

Easily define themes in your wealth and asset managers’ investment strategies. View trends and strategies, including thematic and ESG criteria, and evaluate hypotheses and research scenarios. Empower your portfolio managers and clients with a shortened time-to-market using machine-learning and natural-language processing tools that provide instant results from the data inputted.

Skillfully uncover investment opportunities that align with your firm’s policies, facilitate business development with clients, and support new investment products. Identify opportunities by coupling FactSet’s enriched fundamental and quantitative data with qualitative data, such as news and events. Determine whether your strategy is aligned with client expectations and research scenarios by combining and weighing disparate factors.

Platform Coverage

Platform Details

Apply powerful self-service analytics and tools to easily identify trends and themes for innovative investment solutions, precise asset allocation, and higher-performing portfolios. Augment your investment process with artificial intelligence (AI) that monitors relevant data and simplifies portfolio construction. Integrate rich, AI-derived content such as analyzed public news and signals, aggregated correlation and theme scores, and knowledge and relationship graphs via a multifunctional, configurable REST-API powered by CID.

Firm Information

FactSet creates data and technology solutions for investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. We combine our unique proprietary datasets, your in-house data, and third-party unstructured data to help you see and seize opportunity sooner.