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Themes API

Service Description

The InvestSuite quant team composes and actively manages a list of Themes or thematic instrument groups such as Healthcare, Clean & Green Economy, Social Trends each holding an applicable list of financial instruments. The aim of the Themes Insight API service is to offer a means to filter the instrument universe to their personal preference and view. To retrieve Themes and selected instruments within them perform a GET request against the /themes/ endpoint:

Themes can be grouped into Metathemes. A Metatheme consists of multiple themes and will combine their instruments with its own.

Themes GET

Request Themes and Metathemes instruments and metadata by passing your tenant identifier.

curl -X "GET" \
"https://api.data.investsuite.com/themes/?include_children=false" \
-H "accept: application/json" \
-H "Content-Type: application/json" \
-H "X-TENANT-ID: $TENANT_ID" \
-H "X-Api-Key: $IVS_API_SECRET"

GET /themes/?include_children=false HTTP/1.1
Host: api.data.investsuite.com
accept: application/json
Content-Type: application/json
X-TENANT-ID: $TENANT_ID
X-Api-Key: $IVS_API_SECRET
Query Parameter Field Description Data type Example Required
include_children By default Metathemes that consist of multiple child Themes will not include child instruments. Setting include_children to true will include the instruments of child Themes into the Metathemes data. boolean: true|false No, default false

After the request, we get the following example response:

[
    {
        "name": "theme1",
        "description": "Description of theme1.",
        "type": "theme",
        "children": [],
        "instruments": [
            {
                "isin": "ISIN1234",
                "name": "CompanyXYZ Inc."
            },
            ...
        ]
        "date_modified": "2022-04-06T14:34:32.425959"
    },
    ...
    {
        "name": "metatheme1",
        "description": "Description of metatheme2.",
        "type": "metatheme",
        "children": ["theme1"],
        "instruments": [
            {
                "isin": "ISIN5678",
                "name": "Enterprise Corp."
            },
            ...
        ]
        "date_modified": "2022-04-06T14:34:32.425959"
    }
]

InvestSuite Theme Screening Methodology

The screening process consists of two-phases each of which is based on a automated process using human-in-the-loop artificial intelligence.

  1. Theme identification: Themes and Thematic Investments are manually identified based on social trends or based on popular investment products (Thematic ETFs). A description and criteria for screening are drafted.

  2. Instrument screening: We automatically check the main activities of the instrument companies and their descriptions. The automated screening is then followed by extensive manual screening by humans and serves as a guide. Currently, the majority of the screening work is done by humans with automated suggestions.