Strategy Explorer
Quickly transform investment ideas into portfolios, baskets or indexes using only plain-language inputs for faster and more transparent thematic modeling. Powered by an LLM-driven workflow, the Strategy Explorer calculates strategy exposures by linking company business segments to investment themes, replacing manual universe construction.
Model thematic exposures with AI-driven transparency
Every thematic mandate triggers the same slow universe build, creating a bottleneck that limits how many ideas a desk can pursue. Strategy Explorer allows you to combine, customize and consistently deploy AI-mapped themes, from short-term disruptions to long-term structural shifts, with transparency across data, analytics and index construction.
Go beyond sector and factor classifications to model exposures across market trends, disruptive technologies and macro themes, defined by you in natural language.
Progress quickly through strategy design and client collaboration, with outputs ready for back-testing, portfolio analysis and index construction.
Leverage MSCI’s enriched company and segment data, validated with AI-driven quality checks.
Strategy Exposure
MSCI's Strategy Exposure (SE) methodology provides a systematic, revenue-based measure of the economic link between a company and a thematic investment trend.
Frequently asked questionsWant to know more about Strategy Explorer?
Thematic exposure is calculated as the percentage of a company’s revenue from business segments matched to the strategy. An LLM assesses each segment description against in- and out-of-scope criteria for each sub-theme, with multiple iterations to ensure robustness.
Frequently used together
Thematic Indexes
MSCI’s thematic indexes aim to represent companies affected by themes such as the environment and resources; transformative technologies; health and healthcare; and society and lifestyle.
Custom Indexes
Go beyond benchmarks to customize indexes that reflect your strategy, from portfolios to products, with more flexibility, speed and precision.
IndexAI Insights
Explore over 68,000 indexes with conversational AI. Ask plain language questions on performance, holdings, exposures and methodology in ChatGPT, Claude and MSCI ONE.
Indexes for Structured Products
Explore indexes for structured products that enable scaled customization, with rapid delivery and innovative design, across equity, fixed income and thematic strategies.
