INVESTMENT SCREENING AND OPPORTUNITY RESEARCH
There is no single way to identify an interesting investment. BTi lets you start with your research objectives and use fundamental and quantitative data to narrow the universe, compare alternatives and identify instruments worth investigating further.
IDENTIFY COMPANIES WITH VALUATIONS WORTH EXAMINING
Start with fundamentals, not just price performance.
The Value model screens equities using a set of fundamental and valuation indicators. Companies are compared against explicit criteria so you can examine those with characteristics consistent with a value-oriented investment approach.
The same stock may look attractive from one perspective and less compelling from another. The aim is to avoid relying on a single metric and instead develop a more complete analytical picture.
Examine measures such as P/E and P/B where data is available.
Explore dividend yield and related dividend sustainability indicators.
Review available profitability measures, including ROE.
Use the composite score to rank and compare selected candidates.
SCREEN FOR COMPANIES WITH STRONG GROWTH DYNAMICS
Distinguish company growth from the expectations already reflected in share prices.
BTi Growth examines revenue and earnings growth alongside forward-looking valuation measures. The aim is to identify companies worth researching, taking into account both business performance and the market's valuation.
Examine changes in company revenue.
Assess available earnings trends and their consistency.
Explore forward P/E, PEG and other supported measures.
Compare stocks using the dedicated growth score.
COMPARE EXPECTED RETURN AND RISK ACROSS EQUITIES
A quantitative perspective that complements fundamentals.
The Quantitative model combines expected return and volatility measures with risk-efficiency indicators to support structured screening. Estimates depend on the available data and the model used; they are not guaranteed returns.
Examine the model's quantitative estimate.
Compare estimated risk across stocks.
Explore the efficiency of the risk/return profile.
Rank instruments using the available quantitative ranking.
IDENTIFY STOCKS WITH RELATIVE STRENGTH OR WEAKNESS
Read relative price behaviour using defined rules.
BTi allows you to examine these dynamics through quantitative and price-based indicators. Concepts such as momentum, relative strength and pullbacks become practical ways of describing your research objectives, rather than jargon you must already know.
The Momentum module combines relative-strength measures and price indicators to highlight setups worth examining in market context.
Compare stock behaviour against the supported benchmarks.
Rank candidates by momentum score.
Explore outperformance and underperformance indicators where available.
Examine strength and weakness across different time horizons.
COMPARE ETFs BY RISK AND EXPECTED RETURN
Selection goes beyond the index being tracked.
ETF Quantitative lets you assess and compare instruments using expected return, volatility and risk-efficiency measures. It helps distinguish products with apparently similar exposures but different quantitative characteristics.
Compare available quantitative estimates.
Measure and compare ETF risk.
Assess the relative efficiency of candidates.
Select ETFs using sortable, verifiable criteria.
FIND ETFs SHOWING STRONGER MOMENTUM
Analyse relative ETF behaviour across markets.
ETF Momentum identifies instruments with noteworthy price dynamics and relative strength under the model's criteria, supporting further research into exposures showing strength or weakness.
Examine quantitative strength scores.
Compare ETFs against available benchmarks.
Investigate the persistence or weakening of a trend.
Focus research on candidates aligned with your chosen criteria.
IDENTIFY ETF PULLBACKS WITHIN A TREND
Identify pullbacks without losing sight of the long-term trend.
Moving Average Pullback helps identify ETFs that, while meeting the model's underlying trend criteria, are experiencing a correction. The analysis considers moving averages and other available technical references without turning the setup into an automatic buy signal.
Evaluate price relative to moving-average levels.
Distinguish the longer-term trend from the current correction.
Identify setups matching the model.
Research each ETF before making a final decision.
FIND ETFs MATCHING YOUR DESIRED EXPOSURE
Compare similar products using more than their names.
Compare instruments with similar characteristics by examining exposures, provider, quantitative measures, risk and price behaviour, distinguishing products that may appear very similar at first glance.
Start your search by geography, sector or instrument characteristics, incorporating quantitative and tactical analysis.
Filter ETFs by available geographic, sector and product classifications.
Compare providers and instrument characteristics.
Examine TER and, in supported modules, measures of efficiency relative to the benchmark.
Assess the differences between instruments before building a shortlist.
STUDY FUTURES MARKET PARTICIPANT POSITIONING
A view of markets that goes beyond price.
Commitments of Traders analysis provides insight into the positioning of different groups of futures-market participants where data is available. It is particularly useful for researching commodities, indices and currencies: it helps interpret context, but does not itself constitute a reliable buy or sell signal.
Examine commercial trader positions, often associated with hedging needs in the underlying markets.
Compare non-commercial trader positions and how they change over time.
Complete the picture with positions outside the principal reportable categories.
Relate positioning changes to prices and other available analytical factors.
IDENTIFY RELATIONSHIPS AND ANOMALIES BETWEEN INSTRUMENTS
Examine potential opportunities from a relative-value perspective.
Spread Intelligence extends research to statistical relationships between instruments. Compare pairs and spreads monitored by the model, examining deviations from historical behaviour and relevant quantitative conditions. Anomalies are starting points for research, not risk-free opportunities.
Explore futures combinations covered by the module, with quantitative indicators and classifications.
Examine relative relationships between stocks where data coverage and the model permit.
Rank and compare available setups using the indicators provided by the platform.
Explore historical series and statistical deviations before considering any trade.
EXPLORE SYSTEMATIC APPROACHES AND ALTERNATIVE STRATEGIES
Rule-based models that broaden your research perspective.
BTi also includes an area dedicated to systematic models, with Model Overview, Tactical Asset Allocation and Alternative Strategies. This area differs from screening tools: it describes rule-based approaches whose applicability and operational availability must be assessed within each module.
An entry point to model families and their research approaches.
An area dedicated to analysing tactical changes in exposure across markets and asset classes.
An area dedicated to quantitative methodologies beyond conventional directional investment approaches.
FROM INVESTMENT SELECTION TO PORTFOLIO CONSTRUCTION
Turn targeted research into a portfolio structure to analyse.
Once you have identified instruments and potential opportunities, Portfolio Builder lets you define asset allocation, select exposures and individual instruments, and check portfolio consistency. It provides a natural link between research and Portfolio Management, where you can explore risk, optimisation and monitoring.
Distribute capital across the main asset classes.
Define relevant geographic regions, categories and markets.
Identify supported ETFs, equities and bonds for inclusion.
Explore optimisation, risk and monitoring in the dedicated suite.
FROM A VAST INVESTMENT UNIVERSE TO MORE INFORMED RESEARCH
BTi helps structure investment selection across equities, ETFs, alternative markets and systematic models, while keeping analytical criteria transparent.
These analyses are provided for information and research purposes. They do not constitute personalised advice or guarantee outcomes.
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.