Introducing Thematic Assist: AI-Enabled Index Building

We’re excited to announce the beta launch of Thematic Assist. Thematic Assist is the first index SaaS platform that combines the latest advancements in AI with institutional-grade financial market data, and instant backtesting and benchmarking to bring comprehensive index development into the modern age.

With Thematic Assist, anyone can create an investment theme in seconds that identifies companies that used to take professional analysts months and years to research.

How does Assist work?

• Enter a prompt, phrase, data, or a question using natural language, like you’re talking to a smart friend
• Assist parses the results to find the companies that match your request. It then analyzes the results to only return the companies that should be included in an index
• Assist automatically and instantly backtests and benchmarks the index
• You are then able to modify the companies, weights, or prompt to further refine your work

What are some examples of Thematic Assist in action?

Bill Ackman, Pershing Square Capital ($AIACKMAN)

Assist generated the Thematic AI Ackman Index ($AIACKMAN) based on companies that Bill Ackman of Pershing Square Capital might invest in during uncertain economic times. Assist selected 10 companies in fast food, hotels and generated a backtest in 1.19 seconds. Click here to check out the list of holdings - some of which Pershing still owns today.

Thematic US Outperform Index ($TOPTIMAL)

Assist generated the Thematic US Outperform Index ($TOPTIMAL) based on companies that tend to outperform in an economic environment that resembles what we are experiencing today - 1.1% quarterly GDP growth, 4.2% increase in PCE index, and a federal funds rate of 4.75%-5.00%. Click here to check out the components of the Index that has outperformed the broad market by more than 2x in the past 3 years.

David Friedberg AI Index ($AISULTAN)

What does the future hold for the planet and the human species? We asked Assist to generate index ideas for public companies that represent the long-term impact entrepreneur and Founder and CEO of The Production Board, Dave Friedberg, is backing in his private investing. Check out the list of companies Assist put together here.

Thematic Assist is just the beginning of our team's focus and expertise in using the power of AI to aid and augment the development of investable themes. We are already working on the next version of Assist to enable more active identification and management of index components, for example. And this is just one of the ways industry experts, analysts, and asset managers of any size can use Thematic to develop, launch, and manage insitutitonal-quality indices and ETFs.

Go ahead and try out Assist for yourself and let us know what you think at hello@gothematic.com.