Research Management

Modern RMS for Asset Managers and Asset Owners

We’re excited to unveil the 2020-21 edition of The Ultimate RMS Buyer’s Kit for Investment Management.  Designed to be independent and vendor-neutral, the new 21-page Buyer’s Guide, and accompanying templates and resources, charts the landscape…

Investment Management and RMS: How to Better Manage Events and Interactions as part of an Integrated Research Process

How clients incorporate ESG data, ratings, research and analysis into investment processes with Bipsync.

Since its inception, Bipsync has operated a fully remote implementation and delivery model for clients, right across the globe. The cloud-based and mobile-first nature of our platform, coupled with our open…

New Industry Poll finds Financial Services Firms Poised to Future Proof Investment Technologies…

But there’s no need for cumbersome systems and stifling controls It’s quite something that in the world of SEC cybersecurity examinations, broken window policies and increased regulation the majority of funds…

Champions innovation for the connected front-office to satisfy fast-changing needs of fund managers and allocators

Information Silos, Compliance and Cybersecurity Call Time on Informal Research Practices and Consumer-led Technology

Greenwich Associates’ Investor RMS Survey Finds Investment Research Management and Data Processes Leave Room for Improvement. Between August and October 2019, we partnered with Greenwich Associates to undertake the first…