Athena Research Solutions Overview
Athena Research Solutions are geared towards advisors who want to augment their active equity selection process. Whether you are looking for a complete front-to-back solution, would like a second opinion on funds, or want to benchmark active funds against their true peer groups, AthenaInvest has an offering for you.
Athena Investment Research
The online, on-demand Athena Investment Research application allows you to search for stocks and funds and produce reports that contain unique information like primary and secondary investment strategy, AthenaInvest's exclusive Diamond Rating, performance and risk comparisons against strategy peers, and much more.
Athena Advisor Suite
The Athena Advisor Suite is AthenaInvest's premier research offering. You can search for mutual funds by strategy, Diamond Rating, and other meaningful metrics. Build custom fund and stock groups you can use as recommended lists or watch lists. Custom views and sorting speeds up your investment selection process. You can even produce client portfolio reports that facilitate a meaninful investment discussion.
Athena Strategy Indices
Athena Strategy Indices provide appropriate benchmarking for actively managed equity mutual funds. AthenaInvest publishes 20 indices on a monthly basis, 10 each for US and international equity. Download the index reports to compare the risk and return characteristics of your favorite funds against their strategy peers.