theScreener CIO — Strategic oversight for investment leaders

theScreener CIO expands your investment universe while keeping your proprietary house views at the center of every portfolio strategy.

Ideal for asset managers

Designed specifically to support portfolio and fund managers in making informed investment decisions.

Save time

Streamline research and strategy setup with automated insights and structured data.

Manage in-house content

Easily integrate and manage your own research, data, and investment frameworks within the platform.

Stock markets

Explore global equity markets through an intuitive visual map of regions, countries, and industries. Quickly move from the big picture to the market segments and opportunities that matter most.

Stocks screener

Multi-dimensional filtering analyzes assets against complex market context to uncover overlooked opportunities and drive precise idea generation.

Equity intelligence & Signal transparency

Integrating ratings, trends, and peer benchmarking into a transparent view, rule-based Key Points translate complex market signals into consistent insights.

Dynamic risk & Opportunity mapping

Interactive bubble serves as a visual decision tool, mapping risk, return, and correlation to instantly identify market outliers and diversification opportunities.

Quality / Risk Matrix

The Quality / Risk Matrix combines the 4-Star Evaluation with each stock’s risk profile, making quality and vulnerability visible at a glance. It helps users quickly identify attractive opportunities — and spot positions that may require attention.

Allocation proposals

Interactive interface compares different allocations, highlighting over- and underweight exposures to clarify market structure and relative representation.

Fund/ETFs

Drive detailed investment decisions  with structured view of fund and ETF categories in a dedicated segment with downloadable PDF reports.

Tailored investment philosophy

Define your individual investment style with ease by selecting from fundamental, technical, valuation, and risk parameters to propose the best choices for your portfolios.

Radical product uniqueness

Our solutions — from CIO applications to seamless Data Feeds — are built to be different. We translate complex financial data into intuitive, high-performance tools designed specifically for professional investors who require a distinctive edge in their digital ecosystem.

Universal coverage at scale

Our reputation is built on a quarter-century of excellence. We are the partner of choice for Fortune 500 companies and top-tier global banks, providing coverage of thousands of equities and funds across 44 countries — evaluated with a frequency that meets the demands of the modern market.

A partnership of transparency

We provide boutique-level attention with institutional-grade reliability. We believe in transparent communication and dedicated support, treating every client relationship with the seriousness it deserves while remaining agile and easy to work with.

Stop searching and start deciding

Empower your team to make better investment decisions in less time through a structured, systematic methodology — ready for immediate use with no IT project required.

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theScreener CIO and RM Master

By combining theScreener CIO and RM Master, your firm creates a unified investment portal

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Unified strategic control
Enhanced client confidence
Radical Efficiency

theScreener Master

Unified wealth management ecosystem

Master bridges the gap between institutional strategy and personalized advice, offering Relationship Managers and Portfolio Managers a single, unified framework. This ecosystem integrates our complete intelligence stack — from CIO-grade analytics to RM-friendly visuals — to empower every layer of wealth management.

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theScreener RM

Sophisticated clarity for client engagement

The RM solution is designed for the front office, transforming complex quantitative data into intuitive visuals. Relationship Managers can provide instant, transparent evaluations of client portfolios, fostering deeper trust through clear, objective evidence that justifies every investment recommendation.

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theScreener Feed

Digital content for difference

Global coverage of equities, markets, sectors and funds. theScreener Data Feed is our premier API solution, engineered for effortless integration into your core banking, portfolio management, and brokerage ecosystems.

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theScreener Reports

Quality reports for all channels

theScreener multilingual reports deliver unparalleled user value for every touchpoint - from client advisors to end user platforms.

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Scale global research. Maintain absolute control.

Ideal for asset managers

Save time

Manage in-house content