Athena Investment Research

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...

Screenshot Gallery

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Fund Search | Fund Search Results | Select Columns | Stock Search
Custom Lists | List Summary | Reports | List Strategy | List Rating

Sample Reports

The Fund and Stock Rating Reports are produced in PDF format, so you can print or save them to your computer for future reference.

Download an Athena Fund Rating Report	Download an Athena Stock Rating Report

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