Simplify and Empower your Investing Expertise Why ? Because we believe in Intelligent Data to empower Investing Expertise. How ? From 15 years, theScreener, a Swiss Independant company, is chasing the power of Intelligent data. The Screener is providing Objective & Reliable Data over Equities, Markets, Industries, Bonds and Funds. For ? More than 80 leading financial institutions and 15 000 Finance professionals use theScreener State of Art.

1. Empowering Investors
theScreener.com, all rights reserved- 18 Rue de la Gare CH - 1260 Nyon SwitzerlandTheScreener SA info@thescreener.com www.thescreener.com
Simplify and Empower
your Investing Expertise
6.000+
Equities
15.000+
Funds
25.000+
Reports/m
1.5+ M
End Users

2. Because you want to embrace the changing game:
MIFID2Risk Innovation ComplianceFinTeCH Portfolio FIDLEGPerformance Users
Experience Reliability Trust Efficiency Volatility Investments Stocks Evaluation Exposure Opportunity
DynamicsAllocation Funds DigitalAdvisory ResearchAnalysis Key-MetricsPlatform
Fundamentals Earnings Algorithms Global Market Portfolio-Managers Institutionals IndependentObjectivity
Reports Supervision TrackingScreening Optimizing AnalysisDecisions
Find your way?

3. Challenges theScreener assists with :
Compliance
How to combine
independent and reliable
asset evaluation ?
TrackingAnalysis Digital
May I find the best
asset in a bottom-up
approach?
Could I challenge any
Top-down analysis ?
How build, back test and
track any strategy on
demand ?
Could we support any
arbitrage with reliable
documents ?
May I get Alerts on
assets for any change ?
What is the simplest and
most efficient way to
conform our company to
regulations requirements ?
Is it possible to prove
the suitability of our
advices our arbitrages ?
May we offer to our
customers a simple and
reliable Investment
experience ?
May I find the analysis
anytime, anywhere we
need ?
Can I make digitalization
an opportunity ?
How to assess risks &
qualities of Investments?

4. Instant Access
to Vital
Data
theScreener Page 1
theMethodology Page 3
theProducts Page 10
Simplify and Empower your Investing Expertise

5. Why ?
Because we believe in
Intelligent Data to empower
Investing Expertise.
How?
From 15 years, theScreener, a Swiss Independant company, is chasing
the power of Intelligent data.
The Screener is providing Objective & Reliable Data over Equities,
Markets, Industries, Bonds and Funds.
For?
More than 80 leading financial institutions
and 15 000 Finance professionals use
theScreener State of Art.
We
Share
with our users an
unique analysis
model which make
Investment
decisions easier
and more
objective.
6.000 Stocks
5.000 Bonds
16.000 Funds
52 Indexes
100 Sectors
18 Industries
Twice a week for Stocks
and weekly for Funds,
theScreener get a
clear view
over the Financial Market
to bring value to Investors.
1.

6. Empower
Investments
Portfolios
State of Art
technology,
pionner of
FinTech
world
Empower
Client
Relationship
Empower
Investment
Decisions
2.

7. Fundamental
Risk
VAR
Earnings
Evaluation
Beta
Markets
theMethodology 3.
Your journeymay be clear
& enjoyable

8. Search Engine
theMethodology
Rating
theScreener has
developed a genuine
rating system
combining
fundamental
and technical
analysis.
Because Make it simple make it clearis a goal.
Earnings Revision Trend
Price Potential
Medium Technical Trend
Relative Performance
For Stocks Markets
4.

9. theScreener engine
tracks and
assesses relevant
risk evaluation in a
dynamicand
easy to use way .
Because Make it simple make it clearis a goal.
theScreener Risk profile fuses together the
Bear Market factor
(measuring the sensitivity to bad news) and
the Bad News factor
(evaluating the sensitivity in declining
market moves )
Low Risk
Medium Risk
High Risk
5.theMethodology
For Stocks Markets
Risk
Search Engine

10. Because Make it simple make it clearis a goal.
Fondamental Analysis
Technical Analysis
Risk Evaluation
Groups Comparison
theScreener puts the
Asset at the
confluence of their
intrinsic value
and their
environment
to sum it up in
Global
Evaluation
Eventually theScreener engine
displays the interest by combining:
6.theMethodology
Search Engine
Evaluation
For Stocks Markets

11. 1.
2.
3.
1.
Analysis in Checklist
• Easy to understand
• Easy to explain
• Easy to track
More than 15 Indicators
with related comments
Dynamic follow up with
upgrading and
downgrading factors
2.
Charts with theScreener
indicators
• Global Evaluation chart
• Stars Chart
• Dividend
• Growth to PE
• Long Term Growth
• Bear Market factor
• Bad news factor
• Risk Zone
• theScreener Oscillator
3.
Multi comparison through
Bottom up approach
• Evaluation of the related industries
• Evaluation of the related Indexes
• Peers comparison
• Alternative suggestion
• Portfolio Components
7.
For Stocks Markets

12. Because Make it simple make it clearis a goal.
On a weekly
basis theScreener
evaluates more than
15.000 funds.
Rating
Risk
Risk profile Trend Performance
The Bottom up evaluation allows to
get a clear view to select the best mutual
funds in a dynamic way.
8.theMethodology
Search Engine
Funds Analysis
For Funds

13. 1.
Funds Overview
With our unique bottom up
model, theScreener analyses
and maps over 15.000 funds
worlwide by Asset class and
profile .
• Select Asset class
• Select Profile
• Select Upgrade or
Downgrade with the Map
• Multi-Criteria with the
search engine
2.
Funds Checklist
• Stars rating system ( Information ratio /
Sharpe / Trend / Performance )
• Risk Zone
• AUM
• Tracking Error – Alpha - Beta
• VAR
• Fees
3.
Multi comparison through
Bottom up approach
• Evaluation of the Macro class funds
• Peers evaluation
• Alternative selection
1.
2.
3.
9.
For Funds

14. theLab theReporter
theFeed
theDan
Simplify and Empower your Investing Expertise
theProducts

15. Analyse
Equities
Bonds
Funds
Industries
Markets
Compare
Peers
Alternatives
Portfolios
Industries
Markets
Monitor
Portfolio Allocations
Markets trends
with customised email
alerts
The Lab is an unique Portfolio
Management Platform which combines
Fundamental, Technical and risk evaluation in a
dynamic way.
Optimize
Bottom Up Strategy
Top-Down Approach
Stocks Picking
Funds Picking
Portfolio Allocations
Empower
Customer Relationship
by enhancing your
Investing expertise
Save
time and energy to find
opportunities by
automatically screening the
market
10.
A DigitalAsset Management toolfor
enhancing your expertiseand your
clientrelationship
theLab

16. Leading edge of Asset Management
calling
Fundamentals Analysis
Assets Mapping
Risk review
Efficient Metrics
Objective Keys
“
We build and manage multi-asset classes portfolios for our
clients. Our daily challenge is to deal with the deep investment
universe in a finite amount of time to evaluate opportunities.
theScreener is the relevant platform to make investment
decisions efficient, easy and transparent. Because our
investors deserves all our expertise focus.”
11.
theLab

17. A simple accessto
Smarter Metricsfor
Better Client
satisfaction
Reports on
6 000 Equities
5 000 Bonds
15 000 Funds
18 Industries
104 Sectors
57 Index
Vital Analysis
Fundamentals views
Technical trends
Risk Profile
Global Evaluation
Market & Peers insights
Alternatives
Custom Options
6 languages available
White label look and disclamer
Client Focus
The PDF reports create a valuable
link between your investments
decisions and your client needs.
12.
The Reporter is a genuine tool to empower
your clientrelationship. It translates
your investing expertiseto an efficient and
transparent advice.
theReporter

18. Client
Relationship
The new client
relationship
bond tool
“
As a leading company in the Investments industries,
the Reporter helps us to build and empower
meaningful relationship
with our clients ”
Independant Analysis
Easy to use Tools
Suitable reports
13.
theReporter

19. Broker 2.0 Financial
Portal
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It is the key tool to bring value to your users
Users focus
The data, the risk reviews, the portfolios and the diagnostic
help you to create a pulsing relationship
with your users
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Easyanalysis for
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20. “
In the brokerage area, by providing instant access
to vital and simple analysis we empower our
platform and bring value for users ”
Keyanalysis for enhancing your
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Metrics for Smarter
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21. 16.
theDan
by
theDanis the tool to make newregulation
requirementsa Business opportunityto your
company and collaborators
Smart assistant
to Empower your collaborators
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relationship
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22. theDan is the new tool for
monitoring the Riskof your
clients Portfolios
Risk Analysis
Monitor Quality
Drive Portfolios
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As a leading Bank we consider the new
regulation requirements as an opportunity to
add value to our offer”
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23. 18.
3.2.1.
Simply Vital
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Easily Convenient
1.
Select nice parameters to build the
ideal portfolio.
Risk Profile / Currency / Initial Asset Value / Target Value / Maturity
2.
3.
Get an overview of Asset Allocation
before starting simulation and
modify at anytime
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simulation and find Alternatives of
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Select Simulate Build
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theDan

24. +41 41 727 08 80
Nyon
theScreener.com SA
Rue de la Gare 18
CH-1260 Nyon
Tel. +41 22 365 65 65
Fax +41 22 365 65 60
Zug
theScreener Investor Services AG
Zugerbergstrasse 12
CH-6300 Zug
Tel. +41 41 727 08 80
Fax +41 41 727 08 89
Singapore
theScreener Asia Pte. Ltd.
11 Collyer Quay
#17-00
The Arcade
049317 Singapore
info@thescreener.com
www.thescreener.com
Simplify and Empower
your Investing Expertise