Thematic investing

Actionable insights for thematic investing

Entis generates actionable insights for thematic investing.

Entis identifies companies that fall within the scope of a theme, such as sustainable development, disruptive technologies, health, life sciences, or education. The result is a thematic fit score for each company with a detailed analysis report that explains why the company belongs to a theme. The main question in this type of service is: given a certain theme, what equities can be identified as belonging to that theme?

Based on the client’s vision on the portfolio, Entis shapes the definition of the theme to capture the client’s ideas and convictions, resulting in a thematic universe that contains well-known and lesser-known companies as well as expected and unexpected companies.

Since the results are automatically generated with the AI-Engine there are no limits to the number of companies in scope, i.e. in principle the whole universe of listed equities can be analyzed, both developed markets and emerging markets. According to the client’s needs Entis is fully flexible in applying all kinds of filters (financial, geographical, reputation, size, et cetera) to define the scope of the universe.

A second strand of thematic investing focuses on technology discovery and assessment. Projects in this area are typically one-offs for Venture Capital, Private Equity or corporate R&D or M&A departments, and can be buy or sell side. Technology discovery entails spotting novel end markets, or identifying alternative and complementary technologies, whereas technology assessment concerns IP portfolio analysis or competitive landscape analysis.

At the heart of these Actionable insights analyses for thematic investing are the AI Engine and our PhD level data science team.

Best cases