Thematic Investing
made easy

+++ A combined 150-years of team experience as a Service +++

• All Asset Classes covered:
  - Equities, Fixed Income, Digital Assets, Commodities, Currencies
• Channels:
  - Mobile App “Create My Portfolio” CMP (for advisors and individuals) to enable self-service
  - Web platform (for institutionals),
• Personalization:
  - B2B - Python Editor “Workspace” for more complex index creation and trading strategies
  - Point & Click “Wizard” for fast index creation
  - Let your clients design their own indices
• Artificial Intelligence enabled:
  - Thematic Indices are generated and optimized on-the-fly
  - Proprietary machine learning engine
• Straight forward data model:
  - Integrate YOUR OWN your own financial and ESG Data via our API
  - All major data providers supported
  - Leverage data from our ESG and carbon footprint data provider partners
• Factor Investing is supported:
  - Create Smart Beta strategies
  - Use custom definitions
• Scalability: Simultaneous processing of 250.000 backtests, results in seconds
• Collaborate: Option to share index ideas in-house
• Tax: Optimize returns via tax-loss-harvesting options
• Operations:
  - In-house index administration in-house
  - Use of our partner companies
• Deployment: Cloud or on-premise, as white-labelled B2B / B2B2C platform
• Regulation: BMR (EU) and IOSCO compliant