Our AI-powered platform handles every step of thematic index creation, from initial concept to final trade proposal.
LLM pass-through for rapid theme shaping
RBICS classification and ETF holdings evaluation
From scores to optimized weights
Continuous theme relevance tracking
Weights + constraints = actionable trades
Our sophisticated AI pipeline transforms investment themes into actionable portfolios
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.
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.
Auto-generate custom weighting strategies using our AI coding copilot, then maintain real-time accuracy with automated news monitoring and score updates.
Designed specifically for the needs of index researchers, ETF issuers, and investment advisers
Automate weeks of manual research into hours of guided analysis
Built for index researchers, ETF issuers, and investment advisers
Complete lifecycle from theme ideation to trade proposal