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DEEP ACADEMIC FOUNDATION

Continuing decadeslong behavioral research

PATENTED BEHAVIORAL INVESTMENT PROCESS

Six US and International Patents

STRATEGY FRAMEWORK

Organizing the equity universe by investment manager behavior

FUND RATINGS

Rating active equity mutual fund and ETF managers by their behavior

STOCK RATINGS

Rating individual equities by the types of investment managers that hold them

MARKET BAROMETERS

Generating expected returns by measuring investor preferences

AthenaInvest is the industry leader in Behavioral Portfolio Management (BPM) with a patented behavioral research process built on a deep academic foundation and developed over 35 years of interaction with leading academics and institutional money managers by C. Thomas Howard, PhD, Chief Executive Officer, Chief Investment Officer, Director of Research and Portfolio Manager.

BPM differs from Behavioral Finance, much of which is aimed at advisors and investor psychology. AthenaInvest specializes in a different area, namely how to use behavioral factors to build better portfolios. We systematically look for persistent behavioral factors, with the same discipline and rigor one would expect from any serious investment process, but by analyzing different data. Specifically we look at things like endowment asset allocation behavior, equity manager consistency and conviction and investor preferences for specific investment strategies.

By focusing on behavioral factors, AthenaInvest has pioneered a completely new way to view asset allocation, investment selection, and tactical managment.