Thematic Now Powers Asset Management Products, Launches Institutional AI Investment Product Development Platform

We're excited to share what we've been developing for over a year - Thematic is now a fully AI-powered investment research and asset management product development platform.

It is a lot, we know.

We launched our first product, a software platform for seamlessly building, backtesting, and launching institutional-quality public market indices, in 2022.

Today, Thematic product offerings now include an enterprise-grade multi-LLM model research platform, a “tops-down” workflow to understand the impact of broad trends and macro events, and a natural language stock screener and portfolio builder that all do months of tedious and expensive research in minutes.

By combining generative AI, hundreds of thousands of company documents, and years of financial data, Thematic helps investment professionals quickly develop a point of view on investment decisions and also create new marketable investment products. With the first asset management products (indexes and ETFs) live and publicly listed (more on Intelligent Alpha below), Thematic is now poised to define and lead the category of AI-powered investment tools and products.

We've purposefuly and securely taken advantage of the up-to-date capabilities of ChatGPT, Claude, Gemini, and Llama; with industry-context prompt engineering; and financial and market data to enable investment professionals to efficiently and confidently develop a point of view on a company or investment theme.

Here are just a few of the important workflows you can now accomplish all on the Thematic platform.

Asset Management Products: Investment products like indices, ETF's, portfolios, etc. can be developed, backtested/benchmarked/tracked, and then registered and launched powered by Thematic. Intelligent Alpha's business and website were launched with our tools and platform. The Intelligent Livermore ETF (ticker: $LIVR) listed on Nasdaq has attracted ~ $30mm AUM in under 2 weeks. 

Equity Research: Automated, AI-powered equity research and analyses. These take ~minute to compile, analyze, and benchmark. Based on our discussion, peers are automatically identified AND all of the prompt engineering and data such as comps can be customized. Here are a just a few examples of our more than 2,000 company analyses- all done in under 2 minutes without any human intervention.

Nasdaq (Under)

Goldman (Over)

Morgan Stanley (Under)

MSCI (Over)

Thematic Idea Analysis: Generate new ideas and develop a point of view on potential new investments and stay up to speed on portfolio risks. We compile contextual and quantitative insights into the best starting place for any new research topic or investment theme. You can identify components, dig in more deeply to a particular holding, add several to a portfolio as a potential index or investable product. 

Thinking about a potential investment thesis in GLP1 pharma companies and the impact that those drugs might have on society? Start here.

Custom indexing: We can customize starting baskets and make any adjustments to components, weightings, rebalance schedule. 

Catholic 50 Index

We've automated and streamlined many of the most important workflows related to public equity research and asset management product development.

If you're interested in having Thematic help you develop new investment products, enhance your institutional equity research capabilties and/or integrate with your existing research workfows, de-risk and help analyze your current portfolio(s), or something different, please reach out and introduce yourself to us hello@gothematic.com.