Strategy Based Investing

AthenaInvest groups managers into peer groups and ranks them and their investments. Managers with a well defined strategy and a high degree of conviction rate highly. Stocks held by highly ranked managers with conviction also rate highly. Using this patented approach, AthenaInvest identifies mutual funds and stocks that outperform the market. AthenaInvest solutions include research, recommended lists, portfolio analysis and investment management.

Strategy Based Investing (SBI) is a revolutionary way to build active US and International equity portfolios. If you are an advisor who has grown weary of the style grid approach, you will find SBI a refreshing and innovative alternative.

SBI organizes the active mutual fund equity universe around the investment strategies being pursued by managers and is based on years of our own research, corroborated by dozens of recent independent studies conducted by top academic researchers from around the country. Using a sophisticated, patent-pending algorithm along with 50,000+ pieces of strategy information, AthenaInvest identifies the strategy being pursued by equity mutual funds. The resulting fund peer groups exhibit several notable advantages:

• Managers are free to pursue their stated investment strategy
• Managers following similar investment processes are grouped together
• These Strategy groups remain stable over time, allowing for meaningful long-term comparisons
• Managers who consistently pursue their strategy produce benchmark-beating returns

AthenaInvest offers a full range of services that meet the equity portfolio building needs of you the advisor, whether you want a better toolset for constructing equity mutual fund portfolios, are looking for an intelligent third party equity management solution, or are simply looking to stay abreast of innovation in the active equity mutual fund space.