Store, organize and track manager research.
How to scale your research:
Centralize your manager research assets
Findability sounds like a tech term, but it’s actually a problem many research teams face everyday. They know they have deep research on an asset class or manager, but it’s just not findable. It’s hidden on a chaotic shared drive or dispersed across analysts.
Bring efficiency to your research process
Your research team 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.
Educate clients and stakeholders
Increasingly, investor stakeholders, and family office clients in particular, want to understand the thinking behind the choice of managers investing their assets. With a purpose-built platform for manager research, it’s easy to show your due-diligence process, step by step.