Citywire Taxonomy

Citywire’s database incorporates our proprietary taxonomies, in-house editorial and audience teams and our global reach to create a living, evolving data engine.

Core to this, is the notion of each reader having a ‘Persona’, composed of key characteristics appropriate to their role within the asset management industry:

1. Identity
2. Interest
3. Influence

Identity

Identity seeks to establish who a reader is, as defined by what they do, for whom they do it, and where they do it. Defining each investment professional’s role on an individual level provides a highly granular bedrock for the CWX, and the understanding that Identity is fundamental to effective communication with target audiences.

Our taxonomy of readers

We apply our proprietary reader taxonomy to every reader who registers.

This taxonomy is a discrete series of defined ‘Job Functions’ (what a person does) and ‘Firm Types’ (what sort of organisation that person does it for).

As well as job function and firm type, three additional attributes are applied to each reader’s profile in the CWX:

● Country

● Branch

● Companies

Interest 

We define what a user’s interest is, by the content that a reader engages with across Citywire’s digital content. By utilising discrete taxonomies of topics and tags applied to each piece of content produced, we can understand what each individual reader is currently – and has historically been – interested in.

We classify our digital and event content with ‘topics and tags’, which allow us to see, individually and in aggregate, the areas our readers are engaging with most strongly. This helps to guide publishing strategy, and aids advertisers in targeting their own material.

We are quite specific and very granular in which tags we make available. They break down into a few key areas:

1. Company tags: Company news and corporate affairs.
2. People news tags: Profiles of readers, people move news etc.
3. Economics tags: Macro-focused content.
4. ESG tags: Environmental, social and governance-related investment editorial.
5. Investment tags: Matters related to funds and portfolio management.
6. Alternatives tags: Investment content on non-standard investments.
7. Tech, climate & social tags: Our three Fix the Future megatrends, for labelling the latest technology trends.

Influence

The best expression of Influence, for our investor audience, is understanding the quantity of assets that they have oversight of or responsibility for. We take data from several sources – including our own registration process, audience knowledge and publicly declared company-level assets – and apply it to relevant individuals in the Investor CWX via our proprietary algorithm to understand and estimate their Influence within the asset management industry.

Assets Under Management (AUM) is Citywire's measure for the estimated total assets managed or advised on by client-facing individuals at wealth management or financial advisory firms, typically for private clients.