thematic investing - singularity-group.com · thematic investing ai-powered investment funds that...

Thematic InvestingAI-Powered Investment Funds That Make a Difference

Alexander Stumpfegger

• Head of ConsultingCID

• Member of the Expert Advisory BoardThe Singularity Group

• Experience20 years in business process digitization12 years in data science and AI

ChallengesIncreasing...

• Cost pressure

• Market pressure and complexity

• Client expectations

• Client asset potential

• Regulatory demand

• Improve scalability with automation and smarter processes

• Gain intelligence from qualitative data in addition to quantitative data (80/20)

• Better explain markets and strategies with more comprehensive insights

• Identify new trends

• Detect relevant signals and exposure

Expectations to Finance and AI

Research Today

(1)

(2)

Ideate & Detect Trends

DefineModel

DescribeThemes &

Signals(linguistic/semantic)

Set UpMachineLearning

DeriveQuantitative &

QualitativeKPIs,

Exposure

Improved results

AI enables Asset Managers to implement models combining quantitative and qualitative data

Immediate, good results

• Intelligence (business model disruption, technology innovation, sustainability...)

• Investment signals from qualitative big data

• Exposure of companies, individuals, and investment portfolios to themes and events

• Competitive edge from unique investment strategies combining quantitative and qualitative data

• Personalized, portfolio-based insights for clients and prospects

Benefits

Alexander Stumpfeggera.stumpfegger@cid.comcid.com

(1) https://commons.wikimedia.org/wiki/File:2012_Bloomberg_Terminal_by_jm3_-_Creative_Commons_licensed.jpg(2) Screenshot taken from MIT Sloan Research Paper No. 5822-19

“Aggregate Confusion: The Divergence of ESG Ratings” byBerg, Kölbl, Rigobonhttps://papers.ssrn.com/sol3/papers.cfm?abstract_id=3438533