Research Management Systems: Powering Productivity for Modern Investment Management
Q2 2021
With expanding data sources and a need for collaboration, the investment management industry is facing an urgent requirement to leverage modern tools to support the investment process.
Research and data are vital components of any investment strategy and spreadsheets and shared drives are no longer sufficient to accommodate expanding datasets (e.g. ESG and alternative data). A modern research management process streamlines data procurement, normalizes data, standardizes workflows, tracks consumption, enhances compliance, and improves collaboration.
Research management systems (RMS) are an increasingly important tool in institutional investment management. Asset managers in the U.S. and Europe spend over $4 billion on investment research every year, and yet less than a quarter use a formal RMS. Asset owners have relied on RMSs to power productivity for years, though rising complexity makes modern tools more urgent. Join us to learn about:
- How the modern RMS is revolutionizing the way investment teams procure, normalize, track, aggregate, and share research and data
- How asset owners / asset managers are demonstrating best practices for data normalization and integration
- How firms are leveraging an RMS to support remote work and collaboration
- How process or pipeline management can be improved with an RMS