The Growth Engine for the Next Generation of Thematic Investing

Index product infrastructure that turns provider-owned thematic IP into new products and incremental revenue.

Our first product enables systematic thematic rotation strategies across a provider’s existing thematic lineup, powered by Thesis’s Deep Learning Risk Scores.

Create differentiated strategies designed to help retain AUM and help investors pursue alpha.

The Opportunity

Create more value from the thematic IP you already own.

Index providers have invested significant time and capital in their thematic lineups. As new themes become harder to find and successful ideas attract competing products quickly, providers need new commercial opportunities built on their existing franchises.

Our Role

A second growth engine for thematic investing.

Thesis builds on our partners’ existing thematic IP to create new products and incremental revenue.

The Outcome

New products. Incremental revenue. More opportunities to retain AUM.

Turn standalone thematic products into a connected product ecosystem designed to differentiate your offering, create new revenue opportunities, and help retain assets as thematic leadership shifts.

Why Thesis

Built by a team at the intersection of thematics, machine learning, and indices.

Thematic Index Experience

Experience leading the development of an AI-driven index platform at a major indexing institution

Built on Your Existing IP

Our partners’ existing ontologies, methodologies, and thematic lineups remain the foundation, preserving their intellectual property, brand identity, and governance.

Deep Learning for Thematic Rotation

Our Deep Learning Risk Scores provide a standardized methodology for dynamically evaluating relative risk and opportunity across themes, enabling systematic thematic rotation.

Get in Touch

Let’s discuss how Thesis can help turn your existing thematic lineup into a new source of growth.