Investing with SBI

SBI is a comprehensive approach for grouping, evaluating, and investing in active equity mutual funds, as well as for building individual stock portfolios. Equity strategy is at the heart of the SBI investment process. Our patent-pending equity strategy algorithm coupled with an exhaustive quality audit process allows us to accurately identify the Primary and Secondary strategies being pursued by virtually all active US and international equity mutual funds. Using fund holdings, we then strategy categorize the stocks held by funds. For the first time ever this one-of-a-kind equity fund and stock database is available to financial advisors.

SBI Portfolios

• SBI Mutual Fund Portfolios
  • AthenaInvest actively manages active equity mutual fund portfolios using an open-architecture system. This ensures that only the most strategy consistent and focused managers remain in our core-equity portfolios. Learn More...
• SBI AlphaIQ Stock Portfolios
  • AthenaInvest identifies the top stocks of the most strategy consistent managers and combines them in our unique “best ideas” portfolios. Learn More...

SBI Research Tools

• SBI Advisor Suite
  • For advisors looking for a different way to augment their active equity investment selection process, this research toolset provides a great solution. Learn More...
• SBI Fund Reports
  • Gain access to 9,000 active equity mutual fund reports that provide critical strategy and rating information in a unique way to help you make better informed investment decisions. Learn More...
• SBI Strategy Indices
  • SBI Strategy Indices are the only active management benchmarks created to appropriately benchmark the performance of active equity managers. Learn More...

SBI provides a full set of investment management tools. You can manage an equity fund or stock portfolio without ever thinking about the style grid… a great step forward for advisors and investors alike.