Company Background
1. Who is S&P Dow Jones Indices (S&P DJI)? S&P DJI is the largest global resource for essential index-based concepts, data and research, and it is home to iconic financial market indicators such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based on our indices than in products based on indices from any other provider in the world. Since Charles Dow invented the first index in 1884, S&P DJI has been innovating and developing indices across the spectrum of asset classes, helping to define the way investors measure and trade the markets.
S&P Thematics Dashboard
2. What is the S&P Thematics Dashboard? The S&P Thematics Dashboard is a monthly snapshot of how key investment themes are performing. It highlights top performers and laggards across nearly 200 themes, giving a quick view of market and macro sentiment indicators that help explain the background of this performance.
3. How is the list of these 200 themes determined? Theia Insights has developed a four-level Thematic Hierarchy—Sector, Industry, Sub-Industry and Major Themes—known as the Theia Insights Industry Classification (TIIC). All themes displayed in this dashboard are drawn from the TIIC Major Themes category.
These Major Themes are identified using Theia’s AI/NLP framework, which continuously scans company-related text sources, including filings, earnings reports and other disclosures. This process dynamically detects new and emerging themes while phasing out redundant or outdated ones, ensuring that the theme set remains relevant and up to date.
4. What is the purpose of the S&P Thematics Dashboard? Thematics investing has grown rapidly in popularity among both retail and institutional investors. With themes ranging widely from mainstream areas like E-commerce and Construction Materials to disruptive innovations like Quantum Computing and Digital Transformation, understanding this space requires structure.
The S&P Thematics Dashboard provides a clear, organized view of monthly performance, segmented by key features such as sector alignment and megatrend relevance. It helps market participants quickly track the areas they care about while also providing risk and macro sentiment context to better understand what’s driving a theme’s performance.
