Solutions for Manager Research
Comprehensive tools for fund oversight, research organization, and investment governance for institutional investors.
Research & Analysis
Consolidate all research, from fund reviews and meetings to market updates and analytics, in one centralised location fully customisable to your needs. Use AI to surface insights and communicate views across teams - whether drafting summaries or answering questions. Data integration brings fund performance and key metrics directly into your workflow, alongside your own notes and ratings.
Operations & Governance
Create and distribute tailored questionnaires to funds or stakeholders, tracking status and response rates alongside your research. Enable seamless collaboration between sales and investment teams with visibility controls for confidential data. Visualise fundamental and ESG ratings to track, report, and explain your investment process to internal and external parties.
Distribution & Reporting
Empower client communications with AI-driven investment summaries and market sentiment insights. Craft compelling case studies that showcase your impact and illustrate how companies have transformed through your engagement. Effortlessly generate detailed, customisable reports for clients and regulators in just a few clicks, drawing from all your stored data.
Drive Better Investment Outcomes
Join leading asset owners using The Stream to enhance research workflows, improve oversight, and automate reporting.