Investment Research Intelligence FAQs

Everything You Need to Know

Explore how Strēm helps asset managers, hedge funds, and institutional investment teams connect research, track investment decisions, preserve institutional knowledge, and uncover their edge.

  • Strēm connects your firm’s research to its investment decisions and portfolio results. You can see which ideas made it into the portfolio and how they performed.

  • At most firms, research lives with the people who wrote it across a number of platforms. Strēm keeps the research and the reasoning behind each decision with the firm, so that knowledge builds over time.

  • A research management system stores and retrieves research. Strēm also links that research to the decisions it informed and to how those positions performed.

  • Yes, as long as there is research in the system. Each position links back to the research and analyst views behind it, so you can review the reasoning next to the outcome.

  • Strēm is best used by analysts, portfolio managers, risk teams and CIOs at asset managers, hedge funds and allocators.

  • Publicly-listed equities but we will be expanding to others in the near future. Please reach out if you’re interested in partnering to develop those asset classes with us.

  • Strēm connects proprietary research, investment decisions, and outcomes to help teams identify patterns in what drives their performance. Over time, those insights help firms understand their strengths, refine their investment process, and amplify their edge.

  • Strēm gives investment teams a connected view of their research, evolving theses, and historical decisions. This helps analysts and portfolio managers make more informed decisions, recognize changes in conviction, and build on what they've learned.

  • Strēm connects research and investment decisions with their eventual outcomes, helping teams evaluate how their insights translate into portfolio results. This creates a continuous feedback loop that helps firms learn from historical decisions and improve future ones.

  • Yes. Strēm maintains a history of how investment theses develop, including changes in research, conviction, and supporting evidence. Teams can see what changed, why it changed, and how those changes influenced investment decisions.

  • Your firm does.

  • Your admins decide who sees what, and they can set access for each person. Visibility can be managed at the client, team, and firm level.

  • Your firm's research and data remain yours. Strēm protects your proprietary intelligence through firm-level data isolation, encryption in transit and at rest, secure access controls, and a controlled processing environment.

    Your data is never used to train external AI models or made accessible to other client organizations. Strēm is designed to keep your firm's research confidential while making it accessible to authorized members of your team.

  • Yes. You can connect Strēm to those tools and ask questions about your own research and portfolios.

  • It stays with your firm. Their account is closed, and their work remains available to the team.

  • Yes. Strēm runs alongside your research and trading systems. You provide your positions, benchmarks and research, and Strēm supplies market data and calculates performance, attribution and risk.

  • You do not need to migrate your historical research immediately.

  • Implementation depends on your firm's existing systems, data sources, and integration needs. Strēm is designed to work alongside your current tools, allowing teams to get started without replacing their existing research infrastructure.

  • No. Strēm is designed to complement your existing technology stack, not replace it. It acts as a persistent intelligence layer that connects the research and reasoning behind investment decisions with portfolio outcomes.

  • Visit our pricing page or contact us for enterprise pricing.