INVESTMENT RESEARCH. EXPLORE BTi'S SCREENING TOOLS.
For financial advisers and portfolio managers: explore quantitative research on equities, ETFs and commodities through real screenshots of the platform, and see how to turn large data universes into actionable analysis.
EQUITIES
Four complementary approaches to screening companies by fundamentals, growth, risk/return characteristics and momentum.
SCREEN EQUITIES USING FUNDAMENTALS
Identify companies worth researching further by comparing valuation, profitability and dividend yield using consistent measures and a Value score.

FIND COMPANIES WITH STRONG GROWTH DYNAMICS
Analyse revenue and earnings growth alongside forward-looking valuations: a structured way to distinguish expanding businesses and assess what you are paying for their growth.

COMPARE RISK AND EXPECTED RETURN
Use expected return, volatility and risk-efficiency measures to compare instruments against explicit quantitative criteria. Model estimates are not guarantees.

IDENTIFY SECURITIES WITH STRONG RELATIVE MOMENTUM
Examine trends, price strength and momentum indicators to highlight stocks exhibiting distinctive behaviour within the research universe.

ETF
Dedicated quantitative and tactical ETF analysis: the screenshot shows the available Moving Average Pullback tool.
FIND ETF PULLBACKS WITHIN AN EXISTING TREND
A model designed to identify ETF pullbacks using moving averages and the prevailing longer-term trend. It provides a starting point for further research, not an automatic buy signal.

ALTERNATIVE INSTRUMENTS
Analyse commodities as the underlying assets of potential ETC exposures, without confusing the futures market with the listed product.
ANALYSE COMMODITIES BEFORE CONSIDERING AN ETC
BTi allows you to study commodity market conditions through price series, futures positioning and seasonality. These analyses help you understand the underlying exposure before considering an ETC; they do not amount to automatic ETC selection.

CHOOSE YOUR BTi PLAN
Flexible plans to access BTi, from individual professional needs to tailored solutions for teams and organisations.
MONTHLY
For maximum flexibility when accessing BTi.
- Access to the BTi platform.
- Market intelligence and quantitative tools.
- Ideal for getting started without an annual commitment.
QUARTERLY
For more consistent use of BTi.
- Access to the BTi platform.
- Analysis and tools updated over time.
- An intermediate option for recurring use.
ANNUAL
For professionals looking to integrate BTi into their ongoing investment analysis workflow.
- Annual access to the BTi platform.
- Ideal for ongoing use.
- The most cost-effective plan over the long term.
CORPORATE
Tailored solutions for teams and organisations.
- Multiple user accounts for teams or organisations.
- Configurations tailored to professional needs.
- Commercial terms available on request.
Individual plans include a one-day free trial. The first payment is taken at the end of the trial unless you cancel during the free period. BTi provides analytical, research and market intelligence tools and does not constitute personalised financial advice.
