Research is our Passion
AthenaInvest provides Financial Professionals the tools to view active managers through a strategy lens. This concept of Strategy Based Investing (or SBI) was developed by Dr. Tom Howard, a finance professor at the University of Denver and active market participant for nearly 30 years. His research has most recently been published in industry sources including Investment Advisor Magazine, Journal of Investment Consulting (IMCA), and Advisor Perspectives.
The Boxes are Broken
Through his research, Dr. Howard has discovered there are many unintended consequences of using the style grid. Using the grid system inhibits the discovery of alpha generators. The grid has been shown to cost investors in terms of underperformance. This type of classification decreases alpha, increases the number of closet indexers, and increases the number of index funds.
We Have an Alternative
Strategy Based Investing is a revolutionary way to view active managers. SBI creates new peer groups and uses an innovative ratings system that helps identify alpha generators. This new methodology categorizes based on the managers’ investment strategy and rates them according to how successfully they pursue this strategy. The higher rated funds outperform according to the results from our survivor bias free, no look ahead survivor bias backtests.
You can Invest in it NowUsing this carefully researched, patent pending system, we build portfolios of successful managers who are pursuing successful strategies. We also identify the holdings of these managers and can construct portfolios of individual securities based on this information. Take a look at our product offerings and see if they are right for you. |
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