Thematic Framework definition
Over the years, FinScience has refined its methodology for the selection and definition of its proprietary thematic framework.
The process involves several key steps, ensuring a comprehensive and robust approach to theme identification and definition.
- Sub-themes Analysis: Utilizing advanced artificial intelligence techniques, FinScience conducts an in-depth analysis to identify relevant microthemes
- Theme Definition: Building upon the identified microthemes, FinScience links them together and defines a concise list of themes.
- Theme cluster: By examining the relationships and similarities between these themes, FinScience identifies similar themes and clusters them together.
Every month FinScience utilizes proprietary metrics and entity relationship analysis to define a comprehensive list of securities associated with specific themes. This process involves excluding companies with negative exposure or residual exposure to each theme.
Thematic framework monitoring
By providing proprietary metrics, FinScience empowers investors to make informed decisions regarding thematic investments.
These metrics enable a comprehensive understanding of the market dynamics, identifying both short-term momentum and long-term consistency, while also facilitating portfolio diversification through correlation analysis.