Research Management

All of Your Investment Manager Research, In One Place

Consultants and investors dedicate significant time and resources on investment manager research, using multiple tools to source and screen managers. Documenting this process is often an afterthought, leading to compliance risks, unscalable processes, information silos and knowledge gaps.

Built for powerful research and analysis, eVestment Research Management is a streamlined research management software suite that seamlessly retains your notes, ranking assessments and documents. This powerful and intuitive platform allows all your manager research data to live in one place, delivering insights in real-time and providing a complete experience for the research professional.

“This is the finest tool for high-level collaboration and allows Sellwood to extract value from the mountain of information we see. The comprehensive information storage, and excellent tools for sharing, retrieval and review, have resulted in better recommendations for our clients and more efficient use of our time.”

– Managing Principal, Sellwood Consulting

Document Management & Search

Keep all your information in one place with document versioning, instant document preview, drag-and-drop file uploads, note linking to personnel and strategies and Outlook integration. Save time with quick navigation, content filtering and advanced saved searches.

Compliance & Due Diligence

Ensure adherence to requirements every time with up-to date disclosures, consistently branded reporting templates, compliance monitoring rules, customized reporting templates to match brand and compliance guidelines, a due diligence calendar and a packet builder.

Process & Firm Opinions

Understand investment research activity. View firm-wide activity, highlight status and rank and publish recent notes to a feed. Instantly view your firm’s approved manager list, manage research pipeline, customized asset classes and factors, track firm opinions over time and maintain recommendation basis.

Integrated Notes

Capture interactions consistently through quick notes, attendees mentioned, note document attachments and note keyword searching.

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investment manager research software

Learn How You Can Better Manage Your Research Content