The Stream

Research management and AI for Equity Research

One platform for your equity research, connecting company meetings, models, ratings and market data, with AI that knows your house view.

See how it works
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Built for asset managers

From first meeting to final report

Capture research, collaborate across teams and deliver client-ready content from a single source of truth.

01

Research & Analysis

Centralise your team's analysis in one place: company meeting notes, investment reviews, ratings, models and key metrics, alongside the market data you rely on.

  • Bring fundamental equity data, prices and key metrics into your workflow, plus any third-party data you need to sit neatly alongside your internal research.
  • Turn PDFs, emails and spreadsheets into clean, categorised and searchable research.
  • Use the AI assistant as a 24/7 digital analyst to draft market briefs, cross-reference past documents, prepare for upcoming meetings and query your internal views in seconds.
  • See a holistic overview of your research at stock or portfolio level.
Broker note.pdfPDFCompany emailOutlookDCF model.xlsxExcelResearch librarySearch notes, models and metricsASML · Q3 resultsSemisResultsASML · Management callSemisMeetingASML · Valuation modelDCFModelAI assistantPrepare me for tomorrow's ASML meetingFrom 9 notes & 2 models
02

Sales & Operations

Share the house view across the business and take the manual work out of client and regulatory requests.

  • Give client-facing teams view-only access to ask the AI assistant for the latest house outlook.
  • Generate client-ready investment summaries from your internal data.
  • Draft RFP answers automatically from past responses and platform data.
  • Produce white-labelled client and regulatory reports in a few clicks.
  • Work alongside Microsoft Office, with CRM capabilities built in.
RFP questions8 / 10DoneDoneTo doDoneTo do3 contributorsQUESTIONWhat is yourinvestment objective?AI draftSOURCESPast RFPIM policyEngagement notesSimilar questionAnswered last year
03

ESG

Keep your ESG research connected to your fundamental work, so every view on a company sits in one place.

  • Track engagements, RI ratings, proxy votes and targets for each holding.
  • Send tailored questionnaires to companies and IR teams, with automatic reminders and completion tracking.
  • Monitor response rates and flag key areas for follow-up.
  • Bring third-party data in alongside your own, so all your research can be searched and analysed in one place.
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More solutions

One platform, every team

The Stream connects research across your organisation. Explore how it supports other teams.

Fund Selection

Fund reviews, ratings and due diligence in one place, with performance data and DDQs built in. Used by fund selection teams at wealth managers and investment consultants, often alongside equity and ESG analysts.

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ESG & Stewardship

Engagement, voting, ratings and impact reporting, linked to the rest of your research. Used by ESG and stewardship teams at asset and wealth managers.

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Sales & Operations

Give sales and client teams fast, accurate answers on the house view. Used by sales, client service and distribution teams.

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Ready to see The Stream working on your equity research?

Join the asset managers using The Stream to bring research together, share the house view and automate reporting.