Solutions for Manager Research
Comprehensive tools for fund oversight, research organization, and investment governance for institutional investors.
Research Notes/Fund Meetings
Store and keep all meeting notes, research and reviews up to date in a centralised location, easily accessible to the entire investment team. 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.
Funds Portal
Manager research teams are able to store and manage all research, questionnaires, and RFP's associated with an investment in one place. Functionality to allow live information tracking coming directly from their chosen funds is coming soon.
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.
Data Integrations
Connect with existing systems and third party providers where possible.
Enhance Your Research Capabilities
Join leading asset owners who are using The Stream to streamline manager research and improve oversight across portfolios.