An asset manager listening to her analyst present an investment thesis

Solutions

Institutional Asset Managers

Solutions

Institutional Asset Managers

An asset manager listening to her analyst present an investment thesis

Problem

Knowledge lost in silos

On a typical day, managers and analysts switch between multiple productivity tools several times a day - from sourcing non-financial insights to computing fund ratios to compiling one-pagers. At the same time, they are required to perform accurate, time-sensitive, and iterative interactions with colleagues, clients, brokers, or internal marketing and compliance departments to create relevant investment reports. This snowballs into massive productivity, collaboration, and compliance issues when several analysts, across different teams, spend hours each week compiling insights on different documents, and drafting, renaming, and timestamping them before sharing via emails or chats.

On a typical day, managers and analysts switch between multiple productivity tools several times a day - from sourcing non-financial insights to computing fund ratios to compiling one-pagers. At the same time, they are required to perform accurate, time-sensitive, and iterative interactions with colleagues, clients, brokers, or internal marketing and compliance departments to create relevant investment reports. This snowballs into massive productivity, collaboration, and compliance issues when several analysts, across different teams, spend hours each week compiling insights on different documents, and drafting, renaming, and timestamping them before sharing via emails or chats.

A team of analysts discussing investment ideas in the boardroom
A team of analysts discussing investment ideas in the boardroom

Features

Centralize knowledge to save time and boost productivity

Investment case
Unified investment case indicating all the key findings and insights from everyone in your organization
Editing & Comments
Create watchlists on organizational level so everyone on your team is focusing on a couple of very important companies, while also working on their individual cases
Shared Tables
Edit and annotate estimates directly in the shared table accessible to all in your organization
Version history
Trail of activity to monitor important changes made over time to your investment theses
Kill bad ideas faster and build an investment culture where the best ideas win
Discuss, debate, and weigh investment ideas to ensure that only the best ideas turn into investment decisions
No more back and forth of excel file sharing. Empower distributed teams to build an investment thesis together, simultaneously
Monitor time-stamping activity on all documents and notes to help you better comply with regulations

Features

Centralize knowledge to save time and boost productivity

Investment case
Unified investment case indicating all the key findings and insights from everyone in your organization
Editing & Comments
Real-time editing and commenting tools to support team members' analyses and invite others to provide granular inputs on your insights
Shared Tables
Edit and annotate estimates directly in the shared table accessible to all in your organization
Version history
Trail of activity to monitor important changes made over time to your investment theses

Benefits

Why Institutional Asset Managers choose us

Centralized, Collaborative, and Compliant workspace
An integrated research and collaboration workspace, delivering better research results and saving analysts' time so they can make the most out of investment research
Improved Investment Research Management  
Standardization of a repeatable and transparent investment research process to protect your internal research, intellectual property and improves compliance.
Text-mining technology
AI-powered document search to uncover insights buried inside broker notes, annual report, third party news providers or your internal research
Activity Logs
Trail of activity and past comments to keep tabs on how your theses have evolved over time -  stored, retrieved, or updated - to better comply with regulations
Reliable and easily accessible data
A searchable database of company documents, news, and equity and market data from the most relevant sources, along with the ability to add your own documents. Integrated within your own data sources
Version History and Audit Trail
Access a timestamped running list of all historical changes made to your notes, and easily restore old copies of your notes and files

Our solution

The Thread Advantage

All insights in one place
Centralize all information and create beautiful one-pagers in seconds. Your estimates, insights, and sources stays always up to date, removing the hassle of copy-pasting and sharing Excels. Filter all your company insights with actionable views to ensure you never miss a thing
Trigger investment discussions
Discuss, debate, and weigh investment ideas to ensure that only the best ideas turn into investment decisions. Thread allows you to invite others on your team to provide granular inputs and comments on your insights within the app.
Secure Workspace for a post-COVID world
Your work on Thread is saved in real-time to ensure no valuable data is ever lost. By time-stamping contributor activity on all documents stored, retrieved, or updated, Thread helps you better comply with regulations. Role-based access allows you to manage contributors efficiently in distributed teams.
ESG Insights at your fingertips
Drag and drop your documents into our AI-powered PDF reader to turn 100s of pages worth of reports into concrete SDG insights within seconds. Thread’s power search helps you cut though the clutter to quickly identify only the most relevant information.
Single source of truth for all departments
Build an institutional knowledge base by creating relevant data archives and assets that are easy to re-use. Document your investment decisions to learn from past decisions and mistakes. On Thread, every investment idea can be shared with the rest of the firm, which helps build accountability, responsibility, and trust within your investment team
High quality data you can trust
Thread gives you access to premium, real-time financial data sourced from S&P Market intelligence, so your investment decisions are driven by most updated ratios and values.
Snapshot of a single page report to centralize a company's important financial and extra-financial investment insights
Snapshot of an intuitive collaboration tool to centralize all due diligence insights and research in a secure and unified platform
Snapshot of a version history for asset manager notes
Snapshot of an AI-powered PDF reader to scan company reports and uncover Impact, Socially Responsible Investing, and ESG  insights in seconds
Snapshot of an intuitive collaboration tool to centralize all due diligence insights and research in a secure and unified platform
Snapshot of an access real-time investment data from S&P 500 market intelligence for all relevant peer companies with similar business models

Our solution

The Thread Advantage

All insights in one place
Centralize all information and create beautiful one-pagers in seconds. Your estimates, insights, and sources stays always up to date, removing the hassle of copy-pasting and sharing Excels. Filter all your company insights with actionable views to ensure you never miss a thing
Snapshot of a single page report to centralize a company's important financial and extra-financial investment insights
Trigger investment discussions
Discuss, debate, and weigh investment ideas to ensure that only the best ideas turn into investment decisions. Thread allows you to invite others on your team to provide granular inputs and comments on your insights within the app.
Snapshot of an intuitive collaboration tool to centralize all due diligence insights and research in a secure and unified platform
Secure Workspace for a post-COVID world
Your work on Thread is saved in real-time to ensure no valuable data is ever lost. By time-stamping contributor activity on all documents stored, retrieved, or updated, Thread helps you better comply with regulations. Role-based access allows you to manage contributors efficiently in distributed teams.
Snapshot of a version history for asset manager notes
ESG Insights at your fingertips
Drag and drop your documents into our AI-powered PDF reader to turn 100s of pages worth of reports into concrete SDG insights within seconds. Thread’s power search helps you cut though the clutter to quickly identify only the most relevant information.
Snapshot of an AI-powered PDF reader to scan company reports and uncover Impact, Socially Responsible Investing, and ESG  insights in seconds
Single source of truth for all departments
Build an institutional knowledge base by creating relevant data archives and assets that are easy to re-use. Document your investment decisions to learn from past decisions and mistakes. On Thread, every investment idea can be shared with the rest of the firm, which helps build accountability, responsibility, and trust within your investment team
Snapshot of an intuitive collaboration tool to centralize all due diligence insights and research in a secure and unified platform
High quality data you can trust
Thread gives you access to premium, real-time financial data sourced from S&P Market intelligence, so your investment decisions are driven by most updated ratios and values.
Snapshot of an access real-time investment data from S&P 500 market intelligence for all relevant peer companies with similar business models

Case Study

Thread at the heart of investment research

Allow team members to provide granular inputs on each other's analyses and build an investment culture.
Learn more

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Insights generated in an annual report using Thread's document reader