Asset Management

Where Fundamental Research Meets Holistic Workflows

Power your team with institutional-grade tools for portfolio tracking, collaborative modeling, and thesis-driven workflows — built for modern asset managers.

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Designed with Portfolio Managers in Mind

Institutional-Grade Market Intelligence for Buy-Side Analysts

Our platform enables fundamental investors to centralize workflows, enhance model collaboration, and accelerate coverage — all while staying audit- and compliance-ready. Tailored for long-only and long/short mandates with built-in support for rigorous internal research processes.

Purpose-Built for Fundamental Analysts

Equip your analysts with tools purpose-built for bottoms-up fundamental research across sectors and geographies.

Elegant, Scalable Portfolio Monitoring

Track holdings, price movements, catalysts, and internal notes across all positions in one centralized platform.

Robust Model Sharing Across Teams

Share, duplicate, or comment on financial models across teams without getting a headache.

Compliance-Ready Workflow Support

Timestamp, archive, and permission internal research and model access to meet audit needs.

Multi-Strategy Fund Coverage Features

Support long-only, long/short and multi-asset mandates across one clean, unified interface.

Internal Ratings & Thesis Tracking Tools

Maintain a centralized, cross-functional view of internal conviction and thesis evolution over time.

Dynamic Monitoring & Notifications

Get notified when important events happen in your workspace, such as changes in settings & attributes on key resources across teams.

Tools for Transparent IC Presentations

Generate IC-ready reports from research inputs and valuation models with one click.

Custom KPI Tracking & Global Asset Exposure

Define and track company-specific KPIs across international filings and jurisdiction-specific datasets.

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Frequently asked questions

Learn about commonly asked questions & answers to this solution for Countercyclical.

What role does Countercyclical play in the investment decision-making process?

Countercyclical equips analysts, investors, and strategists with the tools to uncover insights, validate theses, and model outcomes faster and with greater precision. Whether you're evaluating a company, sector, or strategy, our platform streamlines the research and due diligence process with institutional-grade tools.

Where Fundamental Research Meets Holistic Workflows

Institutional-Grade Market Intelligence for Buy-Side Analysts

Purpose-Built for Fundamental Analysts

Equip your analysts with tools purpose-built for bottoms-up fundamental research across sectors and geographies.

Elegant, Scalable Portfolio Monitoring

Track holdings, price movements, catalysts, and internal notes across all positions in one centralized platform.

Robust Model Sharing Across Teams

Share, duplicate, or comment on financial models across teams without getting a headache.

Compliance-Ready Workflow Support

Timestamp, archive, and permission internal research and model access to meet audit needs.

Multi-Strategy Fund Coverage Features

Support long-only, long/short and multi-asset mandates across one clean, unified interface.

Internal Ratings & Thesis Tracking Tools

Maintain a centralized, cross-functional view of internal conviction and thesis evolution over time.

Dynamic Monitoring & Notifications

Get notified when important events happen in your workspace, such as changes in settings & attributes on key resources across teams.

Tools for Transparent IC Presentations

Generate IC-ready reports from research inputs and valuation models with one click.

Custom KPI Tracking & Global Asset Exposure

Define and track company-specific KPIs across international filings and jurisdiction-specific datasets.

Real-time. Context-rich. All-in-one.

Real-time. Context-rich. All-in-one.

Real-time. Context-rich. All-in-one.