Make Thematic Investing Intuitive, Explainable, and Personal
Whether you run a digital investing platform or build tools for advisers, Theia makes thematic investing intuitive, personal, and transparent - from discovery and ETF comparison to building personalised portfolios.
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Theme Discovery & Search
ETF and Stock Comparison by Theme
Portfolio Transparency & Personalisation
Enhanced User & Client Engagement
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. Theme Discovery and Exploration
- Enable search or browsing of themes by interest or macro trend
- Show top exposed companies, ETFs, and related sub-themes
- Embed widgets into platforms or integrate into advisor dashboards
Example:
User clicks "AI in Healthcare" and sees definitions, drivers, leading stocks, and top ETFs
2. ETF and Product Comparison
- Compare ETFs based on real theme exposure—not just names or tickers
- Help platform users and advisors choose products that match investment views
- Surface unexpected exposures or gaps
Example:
Two ESG ETFs show different exposure to Clean Power and Surveillance
3. Create Personalised Portfolios for Clients
- Enable portfolio transparency by theme and activity for both platforms and advisors
- Add targeted thematic tilts based on user or client values and interests
- Highlight drift or concentration risks with explainable data
Example:
Client passionate about "Water Security" gets infrastructure and desalination tilt with clear exposures
4. Ongoing Monitoring and Education
- Track how exposures evolve over time
- Use performance data to frame timely conversations
- Support content creation or campaign targeting with theme-level insights
Example:
Platform newsletter highlights "Top Performing Themes This Quarter" with ETF and stock links
Let's Bring Themes to Life on Your Platform
Talk to us about powering your wealth platform, advisor tools, or client investing experience—backed by structured, explainable thematic intelligence.
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