Audience

Asset & Portfolio managers

Automating global market screening and portfolio consistency

To resolve limited market coverage and disconnected strategy communication, automated screening tools instantly expand research capabilities across thousands of global assets.

Standardised ratings and direct front-office integration provide the necessary framework for absolute portfolio consistency while seamlessly aligning investment management with client advice.

Challenges of the segment

We provide a high-end, customizable solution that allows portfolio managers to expand their coverage, apply a consistent methodology, and distribute their views seamlessly.

Problem

Too many opportunities, no efficient way to filter

The global investment universe is vast and complex, making it difficult to identify the right opportunities quickly. Advisors drown in time-consuming data analysis and risk missing relevant market ideas.

Limited coverage of the investment universe

Most CIOs restrict their focus to a defined list of 100–300 stocks 
due to resource constraints. This creates a restricted investment scope and major blind spots outside their core focus list.

Disconnected communication with the front office

Portfolio managers define strategies, but updates are often shared manually or inconsistently. Advisors lack the latest views, creating a severe gap between investment strategy and client advice.

Disconnected communication with the front

Many firms struggle to clearly communicate shifting portfolio strategies down to frontline advisors. Information is shared manually, updates are easily missed, and a severe gap forms between the official investment strategy and actual client advice.

Difficulty integrating internal views

Proprietary research and house views are frequently siloed across separate systems and unready for client distribution. Without an easy way to merge these insights with external analytics, firms ultimately waste the true value of their internal expertise.

Solution with

Focus only on the most relevant opportunities

Screen global markets, sectors, stocks, and funds by combining 
over 40 technical, fundamental, and risk parameters. Define your own filters and investment style to instantly cut through the data noise.

Full market coverage without additional resources

Instantly extend your coverage from a few hundred stocks to over 6,000 globally. Your internal views always override the analytics, keeping you in full control while seamlessly filling the gaps.

Alignment between portfolio management and client advisory

Share your latest views and strategies by linking directly with front-line relationship management tools. This ensures advisors always work with your most recent opinions to eliminate strategy gaps.

Integrate your own 
house view

We integrate your proprietary research and recommendations with our global analytics into a fully customizable, white-labeled platform. This seamlessly combines internal and external insights to deliver one unified investment framework.

Connect directly with relationship managers

We deliver your latest investment strategies directly to front-line relationship management tools. Advisors always work with your most recent opinions, ensuring total alignment between portfolio management and client advisory.

Scale global research and drive absolute strategy consistency across your organisation

theScreener CIO

theScreener CIO/RM Master

How to activate

Navigate

Complex markets. Countless choices.
We help you navigate with clarity, structure, and signal.

RM then helps relationship managers use the research directly in their work.  It connects analysis to client-facing communication and internal workflows

We provide

Comprehensive universe coverage across asset classes and regions
Powerful screening and filters to surface what matters
Contextual insights to prioritise focus and uncover opportunity

Result

You identify relevant opportunities faster

Decide

Good decisions need more than information. They need a clear, repeatable investment framework.

RM then helps relationship managers use the research directly in their work.  It connects analysis to client-facing communication and internal workflows

We provide

Transparent evaluation methodology
Fundamental, technical, valuation and risk perspectives.
Tools designed for portfolio and fund managers.

Result

Investment decisions become more consistent and defensible.

Communicate

A strong investment process only creates value when insights are shared clearly across the organisation.

A strong investment process only creates value when insights are shared clearly across the organisation.

We provide

Users discover what to buy or sell
Users discover what to buy or sell
Users discover what to buy or sell

Result

Users discover what to buy or sell

Expand your investment scope without adding resources

Instantly scale your universe to over 6,000 global assets while keeping total control over your core house views. Build a unified framework that eliminates blind spots 
and maximises market opportunities.

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theScreener product preview