AI-driven theme intelligence

Quantify theme exposure
with verifiable evidence.

ThemeDesk is a professional intelligence workspace for fund managers and equity research analysts. Score any listed company on AI, ESG, EV, and more — and audit every number back to a sentence in the source document.

Built for
Fund managers · Analysts
Taxonomy
HSICS + custom
Prototype
Powered by RightPick
◢ Theme Scorecard FY2024
0700 HK Tencent Holdings
Information Technology — Software & Services
AI
85
GAMING
70
ESG
45
CLOUD
62
Top theme · AI 85/100 · 3 evidence chunks

The problem

Theme investing deserves better evidence.

01

Black-box scores

Most theme-intelligence products return a number with no chain of custody. Analysts cannot defend a position sourced from a model they cannot audit.

02

Static dashboards

Theme exposure is computed once and never updated. A press release on Friday leaves the dataset stale by Monday morning.

03

Manual evidence gathering

Verifying any single score against annual reports, ESG filings, and earnings calls takes hours per company. It does not scale to a watchlist.

How it works

From raw filing to defensible score, in three steps.

  1. Annual reports, ESG filings, earnings-call transcripts, and press releases are parsed into evidence chunks. Each chunk keeps its source citation, page anchor, and confidence score.

    The ingestion pipeline is pluggable — a new document type is a new parser, not a re-architecture.

Core capabilities

A terminal-grade workspace, purpose-built for thematic alpha.

01

Theme exposure scoring

A single company can hold multiple, distinct theme scores — AI 85, ESG 45, Gaming 70 — updated as new documents land.

  • 0–100 score per theme
  • 8-quarter trajectory
  • HSICS-aligned taxonomy
02

Evidence engine

Every score resolves to a highlighted excerpt in the source document. The Evidence Viewer scrolls to the exact text span.

  • Source-cited chunks
  • Confidence per chunk
  • Bidirectional click-to-highlight
03

Peer comparison

Select any set of tickers and see their theme scores side by side. Identify relative industry leaders at a glance.

  • Grouped bar charts
  • Universe of 4+ HK tickers
  • Common-axis normalization
! 04

Real-time alerts

New documents trigger re-scoring. The system surfaces the delta, the source, and the affected theme — so analysts stay current.

  • Event-driven updates
  • Δ-score attribution
  • Streaming feed integration

Who it is for

Built for the people who sign their name on the thesis.

Primary

Equity research analysts & fund managers

Generate thematic theses faster. Compare exposure across a watchlist in seconds instead of afternoons. Walk into IC meetings with the source document already on screen.

“I need to defend every number in the model. ThemeDesk is the only system that lets me.”
Secondary

HSIL index compilers & product developers

Identify leading companies for new theme-based indices with full traceability. Map constituents to the HSICS sub-sector taxonomy alongside emerging custom themes.

“Index construction is auditable work. Black-box scores are unusable for us.”
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