Buy-side programmatic research infrastructure and tooling

Programmatic research infrastructure encompasses automated, data-driven systems that underpin much of the analysis taking place in investment management today. As datasets grow larger, the use of tooling for consuming, coding and modeling is becoming imperative. Consequently, the need for employee upskilling and support is also increasing.

This report evaluates the current challenges and future needs of investment teams in regard to programmatic research infrastructure, analytics tooling and workflow efficiency. The data and insights are based on interviews Crisil Coalition Greenwich conducted between September and October 2025 with 66 investment professionals working at buy-side firms in the United States, United Kingdom and Europe. This research study was done in a collaboration with Bloomberg L.P.

During September and October 2025, Crisil Coalition Greenwich conducted interviews with 66 CTOs, CIOs, heads of desks, quantitative researchers, analysts, portfolio managers, and other investment professionals working at buy-side firms in the United States, Europe and the United Kingdom. Questions explored the current challenges and future needs of investment teams regarding programmatic research infrastructure, analytics tooling and workflow efficiency.