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BEHAVIORAL RESEARCH PLATFORM

Large-scale production database purpose-built from the ground up for behavioral research.

The Platform

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.

The Process

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 Output

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.

9,860

STRATEGY IDENTIFIED ACTIVE EQUITY FUNDS

9,839

DIAMOND RATED ACTIVE EQUITY FUNDS

7,435

DIAMOND RATED US AND GLOBAL STOCKS

3

US AND INTL MARKET BAROMETERS

The Data

March 1997 – October 2023

Mutual Funds & ETFs

82,676

Global Securities

250,359

Portfolio Holdings

252,711,300