Research Management

Over the past two decades, technology has allowed the democratization of asset classes, enabling investors to analyze, assess, and act on data from a wide range of tools and platforms….

Capture, share, and report on earnings data in a flash with Bipsync   Earnings calls are a routine, calendarized activity for investment professionals to prepare for, but the way the…

From its origins 20+ years ago as a single system of record for compliance, today’s modern research management system (RMS) solutions have become more indispensable by responding to the changing…

The implementation of a Research Management System (RMS) can directly influence performance by allowing investment and operations teams to institutionalize knowledge and optimize decision making. With this in mind, why…

Once a private equity commitment is made, the type, depth and volume of information insights available to the investor can change significantly. In this post we explore how an enduring…

Part two in our two-part blog series on the wide-reaching impacts of a volatile market and how fund managers can best overcome them. When the market changes at a moment’s…

It wouldn’t be amiss to liken the role of a fund manager – be they traditional, hedge or private markets – to a participant in a game of 3D chess….

In many respects, private markets are late to the party. Research Management Systems (RMS) has been a key tool for traditional investors and hedge fund managers for years. Even if…

With the SEC due to finalize a new regulatory regime around so-called ESG funds before the end of the year, the effect on direct investors and fund/asset managers is becoming…

Environmental, Social, and Governance (ESG) criteria continue to climb up the global agenda as challenges facing the climate and its future become startlingly clear for individuals and industries around the…