Power Thematic Structured Products and Client Baskets with Speed and Transparency
Theia enables investment banks to design, launch, and manage thematic baskets with confidence—from structured products and delta-one platforms to QIS strategies and client pitches. Our models make basket construction faster, more explainable, and adaptable to market shifts.
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Precision Thematic Baskets In Seconds
Thematic Risk & Hedging Intelligence
Transparent & Explainable
Sales Acceleration
Complete Toolkit for Thematic Investing
Industry Classification
A dynamic, one-to-many classification system for global equities. See “who does what by how much” down to 3,000+ micro themes.
Concept2Universe
Transforms investment concepts into scored, evidence-backed universes of companies.
Thematic Factor Model
A global factor model with 200+ pure thematic factors plus market and style drivers. See which themes move stock prices.
Theme Watch Indices
Daily returns across 200+ themes and global regions, offering a real-time view of the thematic landscape.
Core Use Cases.
1. Build Thematic Baskets Fast, and Explain Them Clearly
- Turn client idea, CIO theme, or market trend into a transparent, investable basket in minutes.
- Filter and apply custom or Theia thematic weighting.
- Plug into delta-one and QIS platforms for structured notes, swaps, and overlays
Example:
Global "longevity healthcare" basket in seconds
2. Thematic Risk, Hedging & Alpha Strategies
- Use TFM to quantify thematic risk and unintended exposures
- Build tilts and hedging baskets through a thematic lens.
- Use TFM, TWI, and TIIC to surface alpha signals.
Example:
"Digital Security" basket differentiation from standard tech
3. Equip Sales with Clarity, Credibility & Speed
- Generate explainable baskets in seconds with C2U Flash.
- Spot emerging or shifting themes before clients ask.
- Pitch with clarity - backed by exposure data and rationale.
Example:
Alert on "AI" and "Semiconductors" co-dependency in rotation models
Let's Build Better Thematic Products
Talk to us about powering your structured products platform, QIS strategies, or client-facing baskets—backed by explainable data and scalable tooling.
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