Why Filtering Matters
With over numerous models available, filtering is essential for:
Creating a curated investment universe
Aligning models to client mandates
Reducing noise in decision-making
Search Capabilities
Use the search bar to locate:
Specific managers
Model names
Investment themes or keywords
Deep Dive: Filter Functionality
The filter system allows you to refine models using:
Manager classifications
Strategy attributes
Quantitative metrics
Building an Effective Filter (Best Practice)
Instead of broad searches, layer filters:
Example workflow:
Start with asset class or strategy type
Add risk/volatility constraints
Refine with performance metrics
Apply manager-specific filters
Creating & Saving Filters
Click Filter icon
Select Create New Filter
Add criteria using Add Filter
Apply or Save
Saved filters allow:
Reusable research frameworks
Consistency across client segments
Using Favorites Strategically
Favoriting models is more than bookmarking—it’s a workflow tool.
Use Favorites to:
Track shortlisted models
Create a “working universe”
Quickly access frequently used strategies
Customizing Your Workspace
Advisors can:
Customize columns (gear icon)
Adjust table density
Export filtered results to Excel
👉 Your layout persists, enabling a personalized research environment
Key Insight
Filtering is how you translate client needs into an investable universe