Our portfolio-building process is informed by the company’s proprietary, patented database, comprising comprehensive fund and stock data. Free of survivor bias, this robust database of managers, holdings, and securities allows us to conduct broad investment research of behavioral factors using large data sets over long time horizons.
Although the platform is continuously updated with market data, the real value of the platform comes from combining this data with our proprietary investment strategy framework. Each month when the portfolio holdings data are refreshed, we run a series of our patented algorithms to generate all the behavioral data points we use to manage our investment strategies.
The process results in a behavioral data set unique to Athena. This gives us valuable insight into how behaviors are currently impacting funds, stocks, and the global equity markets. Figures are as of 10/31/2023.