Solutions for Asset Managers
Specialized tools to streamline investment research and automate workflows for asset management teams.
Meeting Notes
Enhance productivity with our customisable note-taking solution. From ESG engagements and discussions to other research meetings, categorise notes with ease using automated tagging and custom templates. Within this, our AI-driven tagging functionality automatically categorises notes, research, and documents, so your data stays organised with less effort. For example, find every engagement where ‘carbon’ was discussed in just 2 clicks.
Stock Analysis/Live Thesis Updates
Store and keep all stock or other investment reviews up to date in a centralised location, easily accessible to the entire investment team. This can also be used for ESG analysis.
Questionnaires
Create and distribute tailored questionnaires to your holdings, or other stakeholders and store this with the rest of your research. Track the status of questionnaires, monitor response rates, and identify areas for follow-ups.
Internal Ratings - Fundamental and ESG
Get a concise overview of the team's fundamental and ESG ratings, useful for tracking, reporting, and explaining your investment process to internal and external parties.
RFP's
Effortlessly upload RFP questions and leverage AI to generate answers based on past responses and other platform data. These can then be allocated to any member or your organisation on the platform.
Ready to Transform Your Research Process?
Join leading asset managers who are using The Stream to enhance their research workflows and drive better investment outcomes.