Automate Thematic Investment Research

End-to-end AI platform for index researchers, ETF issuers, and investment advisers. From theme ideation to portfolio construction and trade proposal.

95%
Research Time Reduction
1000+
Themes Analyzed
50+
Investment Firms

Complete Automation Pipeline

Our AI-powered platform handles every step of thematic index creation, from initial concept to final trade proposal.

Theme Refinement
Transform ideas into structured theme ontologies using reasoning models and RAG

LLM pass-through for rapid theme shaping

Thematic Exposure Research
Generate scored companies with citations using RAG, semantic reranking, and LLM judges

RBICS classification and ETF holdings evaluation

Portfolio Construction
Auto-generate custom weighting strategies with AI-powered coding copilot

From scores to optimized weights

News Monitoring
Automated score updates from real-time news analysis

Continuous theme relevance tracking

Direct Indexing
Generate trade instructions using custom optimization libraries

Weights + constraints = actionable trades

How It Works

Our sophisticated AI pipeline transforms investment themes into actionable portfolios

1. Theme Refinement

Transform raw investment ideas into structured theme ontologies using our reasoning model combined with Retrieval-Augmented Generation (RAG). Shape theme hierarchies through an intuitive LLM pass-through interface.

  • • Reasoning model + RAG for sub-theme generation
  • • Interactive theme ontology refinement
  • • Structured investment thesis development
Idea → Theme Ontology

2. Thematic Exposure Research

Generate comprehensive company scores with full citations using advanced RAG, Reverse RAG, and Anthropic's Citations API. Our semantic reranker ensures the highest quality document selection.

  • • Semantic reranking for document quality
  • • LLM judges for RBICS and ETF evaluation
  • • Evidence quality scoring and citations
Themes → Scored Companies

3. Portfolio Construction & Monitoring

Auto-generate custom weighting strategies using our AI coding copilot, then maintain real-time accuracy with automated news monitoring and score updates.

  • • AI-powered coding copilot for strategies
  • • Real-time news impact analysis
  • • Custom optimization for trade proposal
Scores → Weights → Trades

Built for Investment Professionals

Designed specifically for the needs of index researchers, ETF issuers, and investment advisers

10x Faster Research

Automate weeks of manual research into hours of guided analysis

Institutional Grade

Built for index researchers, ETF issuers, and investment advisers

End-to-End Automation

Complete lifecycle from theme ideation to trade proposal

Ready to Transform Your Research?

Join leading investment firms already using Tilt to automate their thematic research process.