Moving Beyond the Magnificent 7 Illusion

If you look under the hood of most thematic ESG ETFs on the market today, you'll notice a frustrating trend: they are often just a generic repackaging of the Magnificent 7 tech giants.

Because traditional funds rely heavily on basic, surface-level governance scores, they default to the largest mega-cap stocks. While these companies might have polished corporate reports, holding a generic, tech-heavy index doesn't fulfill the core desire of thematic ESG. You need more than just a baseline "G" score to invest with deep purpose.

Going Deeper: The Power of Unstructured Data

To accurately classify a company's true impact, we have to look far beyond what is spoon-fed in annual corporate disclosures.

Real impact is found in the raw information. By leveraging unstructured data—processing alternative sources like supply chain records, independent NGO reports, and real-time news sentiment—we can bypass the corporate spin and avoid greenwashing.

This deep classification allows us to uncover the actual, real-world behaviors of companies. It separates the businesses simply complying with basic governance from those actively driving meaningful change in the specific themes you care about.