Centrally stored and trackable manager research means you can put your finger on the best of your firm’s thinking, whenever you need it.
How to scale your research organization:
Centralize your manager research assets
Findability sounds like a tech term, but it’s actually a problem most consultants face everyday. They know their firm has deep research on an asset class or manager, but it’s just not findable. It’s hidden across the firm on chaotic shared drives, dispersed inboxes and individual laptops.
Bring efficiency to your research process
Your firm has a well defined due-diligence process for screening managers, but you’re still relying on emails to remind people of review deadlines or pending approvals. Automated workflow frees you to do what you do best — research, analyze and think — and lets technology take care of reminders to Kevin.
Plan now for future reporting
From time to time, you’re called on to explain your research process or describe the due diligence that was conducted on a particular recommendation. This is easy — in fact, automatic — when your research is organized in a technology platform with timestamped workflow logs.