Screening

Screening helps you find securities that meet your clients’ goals and needs while uncovering economic opportunities. Select from any combination of available markets and security types, along with MacroRisk Analytics Eta Analysis factors, such as the Composite MacroRisk Index (CMRI), Economic Climate Rating (Stars) and R-Squared. Advanced Screening adds additional screening conditions, including positive or negative individual Eta Measures and the Up-Market (Down-Market) Beta+ values.

As an example, select a minimum of 4 stars for the economic Climate Rating filter (to search for stocks that the economy is currently favoring), then choose a maximum Composite MacroRisk Index of 200 (to lower volatility for conservative clients), and a minimum R-squared of 90% (favoring assets that are very strongly affected by the economy).

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