Solutions for Asset Managers
Specialised tools to streamline investment research and automate workflows for asset management teams.
Research & Analysis
Keep all investment reviews, company meetings, market updates, and ratings up to date in one centralised location. Use your consolidated research to deliver AI-powered answers, automated reports, and client-ready content. Capture ideas with ease using templates or email-in functionality, and categorise notes immediately. Connect your research with fundamental and market data for instant access to financials, valuations, and newsflow.
Operations & Collaboration
Enable seamless information sharing and collaboration between sales and investment teams while protecting confidential information with visibility controls. Get a concise overview of fundamental and ESG ratings to track, report, and explain your investment process. Set and monitor flexible targets for your holdings, from diversity goals to net zero alignment, tailored to your team’s specific needs.
Distribution & ESG
Effortlessly generate AI-driven, customisable reports for clients and regulators that meet your exact needs. Easily manage and answer RFPs using past responses and platform data, and allocate tasks across your organisation. Categorise notes from engagements and ESG discussions with ease using automated tagging and custom templates, sharing insights internally for greater impact.
Automate Your Investment Workflow
Join leading asset management organisations using The Stream to unify research, collaborate across teams, and automate reporting.