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Performing Deeper Analysis
with FactSet's
Thematic Intelligence & Investments

On-Demand Webcast

Institutional investors and UHNWIs increasingly expect asset and wealth managers to be able to tap into deeper thematic analysis in order to exploit a theme’s potential performance. Today, truly understanding thematic exposures is crucial to greater differentiation and outperformance. This is why FactSet and CID recently announced the launch of FactSet Thematic Intelligence & Investments, a solution that empowers asset managers with actionable insights to enhance client engagement, optimize new business opportunities, and make more informed thematic investment decisions.

Watch our on-demand webcast to learn how Thematic Intelligence & Investments can help you leverage trends and themes that reinforce innovative investment solutions, precise asset allocation, and higher-performing portfolios.

FactSet and CID were joined by VegTech™ Invest, the Advisor to the EATV ETF which invests in companies focused on Plant-based Innovation as a sustainable solution in transforming the global food supply system. CEO Elysabeth Alfano and Fund Manager Dr. Sasha Goodman discussed how they have utilized the solution to enhance their investment process for EATV which seeks both impact and alpha.

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Speakers

Moderator

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Philipp Zerhusen

VP, Director of Digital Solutions and Market Development

FactSet

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Alexander Stumpfegger

Chief Sales Officer

CID

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Elysabeth Alfano

Chief Executive Officer

VegTech™ Invest

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Dr. Sasha Goodman

Co-Founder

VegTech™ Invest

Moderator

Philipp Zerhusen

VP, Director of Digital Solutions and Market Development | FactSet

Mr. Philipp Zerhusen is Vice President, Director Digital Solutions and Market Development at FactSet. In this role, he is in charge of Market Development as a Director for FactSet Digital Solutions GmbH and is responsible for various market segmentation, strategy, and prizing projects. Based in Frankfurt, Mr. Zerhusen has worked in the financial industry for 25 years. Before his current role, he held various international management and senior enterprise solutions roles across EMEA at Thomson Reuters, founded a number of start-ups, and worked for several years in Asset and Wealth Management at Sal. Oppenheim. Mr. Zerhusen earned an MBA from the University of Cologne and a professional banking diploma.

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Alexander Stumpfegger

Chief Sales Officer | CID

Alexander's background combines technological expertise with business-oriented approaches to AI, Big Data Analytics, information retrieval, and reasoning. He supports global enterprises and financial services providers to leverage Artificial Intelligence to improve investment strategies, and extract valuable insights from the flood of information flowing on the web, in social media, and on other internal and external channels. With his colleagues, he has developed proprietary technological solutions for web crawling, natural language processing, Machine Learning, trend detection, semantic graph and sentiment analysis, as well as efficient information exploration and insights recommendation to benefit clients in the automotive, insurance, financial services, healthcare, and professional services industries.

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Elysabeth Alfano

Chief Executive Officer | VegTech™ Invest

Elysabeth Alfano is the CEO of VegTech™ Invest, the advisor to the Plant-based Innovation & Climate ETF, EATV.  With EATV, VegTech™ Invest has created a completely new impact asset class: plant-based innovation and alternative in the capital markets.   The company has also launched the industry benchmark index, VegTech™ Plant-based Innovation & Alternative Proteins Index.  

Elysabeth is a plant-based industry expert and speaks internationally on the intersection of sustainability and our global food supply system, including recently at the U.N. Global Leaders Compact Summit and the United Nations Climate Change Summit, COP27.  Her personable and approachable speaking style weaves the reality of a world in crisis with the power and hope of impact investing, hitting home how every person and every institution can make a tangible and meaningful difference in shaping a better future and a better bottom line.  

A graduate of Northwestern University and the Thunderbird School of Global Management, Elysabeth started her career at Kellogg’s working on Special K and Frosted Mini-Wheats.  She continues her impact on and leadership with major food companies today. As a renowned and respected thought leader in the plant-based business sector, Elysabeth consults and advises, through her company Plant Powered Consulting, multinationals and C-Suite Executives on the industry landscape, direction and whitespaces.   

Lastly, Elysabeth hosts the Plantbased Business Hour, which features the CEOs and business leaders in the industry.  The Plantbased Business Hour is considered “The Gold Standard” for those who want to understand, participate in, and capitalize on this megatrend. She contributes to ESG Clarity, Vegconomist and FinTechTV on a regular basis. Linkedin here. 

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Dr. Sasha Goodman

Co-Founder | VegTech™ Invest

Dr. Sasha Goodman is a portfolio manager of the EATV Fund and has over 17 years of experience as a statistical software specialist. He has served as the lead quantitative analyst on several empirical projects at universities where he used econometric and time series methods to study company survival and growth rates. Before becoming co-founder of VegTech Invest, he worked at the UCLA Fielding School of Public Health, was a postdoctoral fellow at Northeastern with a joint affiliation with Harvard, and earned a Doctorate at the Stanford Graduate School of Business focusing on time series analysis of organizational growth. His last three years have been spent in company due diligence and purchasing at his plant-based focused firm New Growth that invests in public and private companies.

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