Athena Investment Research

Athena Investment Research (AIR) is an online mutual fund and stock research tool designed for Advisors who are looking for a better way to select investments for their clients. AIR incorporates Athena's patented Strategy Based Investing Framework to rate investments based on leading indicators rather than past performance.

View the Investment World through a Strategy Lens

With Athena Investment Research, you can view the equity investing world through AthenaInvest's proprietary Strategy Based Investing (SBI). This methodology helps you identify successful active managers who are pursuing successful strategies.You can use Athena Investment Research to screen for top mutual funds and the top stocks they hold.

Athena Investment Research provides a one-of-a-kind screening and reporting tool that gives you important information on how active mutual fund managers make their investment decisions. Nowhere else can you easily identify a manager's Primary and Secondary Investment Strategy and analyze how the manager ranks among his or her Strategy Peer Group. You will gain additional insight through AthenaInvest's mutual fund Diamond Rating system.

Get Access to the Only Strategy Rating Reports

Athena Investment Research is unique. It is the only place where you can see the equity manager's Primary and Secondary Investment Strategies. Also, with AthenaInvest's Diamond Ratings, you can immediately tell how active and consistent a manager is versus the fund's Primary Strategy Peer Group. You also get access to meaningful Strategy Based Investing benchmarks. In addition to all of this, Athena Investment Research provides a very intuitive platform for making investment decisions. Key features include:

Mutual Fund Search and Screening
Stock Search and Screening
PDF Based Fund and Stock Rating Reports
Custom Investment List Management
And much more...

Requirements

Operating System: Any
Browser: Any
Software: Adobe Flash, Adobe Reader

Note: Athena Investment Research is Flash-based, so there is no need to install software. All updates occur automatically.

Mutual Fund Coverage

All Funds: 22,000+
Equity Funds: 12,100+
Rated Equity Funds: 7,500+

Stock Coverage

All Stocks: 11,000+
Rated Stocks: 5,000+

Update Frequency

Updated on a monthly basis.

Subscriptions and Pricing

Please contact Athena for a subscription package that makes sense for your firm.