The Stream

Research management and AI for fund selection teams

One platform for fund reviews, ratings, due diligence and reporting, with AI that knows your house view on every fund.

See how it works
AAtlas Global Equity FundEquity · Global · OEIC+12.8%+3.2% vs benchmarkPerformanceFundBenchmarkAI summaryFrom 18 notes & DDQsNotes3 linkedManager meetingFund reviewCall noteRatingsHouse viewBuyESGAAConvictionHighDDQs3 sentOperationalCompleteESGIn reviewAnnualSent

Built for manager research

Fund oversight, without the spreadsheets

Bring fund reviews, ratings, due diligence and reporting together in one place, built for wealth managers and manager research teams.

01

Research & Analysis

Built for fund selection teams, with equity deep dives available too.

  • Centralise all your analysis in one place, from manager meetings and fund reviews to market reviews, ESG analysis, ratings and key metrics.
  • See fund and equity performance, prices, key metrics and related documents, in partnership with FE Analytics, alongside your own notes, ratings and meeting records.
  • Create and send tailored DDQs and questionnaires to funds at scale, and store responses with the rest of your research.
  • Trigger reminders automatically, track completion and response rates, and flag key areas for follow-up.
  • Turn PDFs, emails and spreadsheets into clean, categorised and searchable research.
Annual DDQ 2026Sent to 42 fund managers76%ReturnedComplete32In progress7Overdue3FUNDSTATUSAAtlas Global EquityCompleteMMeridian IncomeRemindedNNorthgate AsiaIn progressHHarbour Bond FundCompleteReminders sentAutomatically · 3 fundsFlagged for follow-upMeridian IncomeIM policy
02

ESG Research

Keep your team's fund-level ESG research next to your fund reviews.

  • Track engagements, RI ratings, votes and targets for each fund.
  • Store ESG questionnaires and responses alongside the rest of your research.
  • Set alerts so you never miss a change on the funds you cover.
  • Showcase your impact on client portfolios through AI-generated case studies.
NotesMeetings & reviewsRatingsFundamental & ESGTargetsHoldings progressProxy votesVoting recordsClient reportQuarterly · Auto-generated68%Net zeroAESG rating24EngagementsPDFWordExcel
03

Dissemination & Reporting

Share your house view across the business and take the manual work out of reporting.

  • Give client-facing teams view-only access to ask the AI assistant for the house investment outlook.
  • Advisers can pull up-to-date portfolio updates, generate client-ready investment summaries, or test views against shifting market sentiment using only your internal data.
  • Work alongside Microsoft Office, with CRM capabilities built in.
House viewView onlyWhat changed in the Balancedportfolio this quarter?Internal research onlyClient summaryBalanced portfolio · Q3AllocationEquities55% Bonds30% Alternatives15% WordPDFOutlook

More solutions

One platform, every team

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

Equity Research

Company research, models, ratings and market data in one place, with AI that knows your house view. Used by equity teams at asset and wealth managers.

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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 fund research?

Join the wealth managers and manager research teams using The Stream to centralise research, run due diligence and automate reporting.