In our recently published guide to the most common attributes of successful investment research processes, we look at the building blocks and methodologies that our fund manager and allocator clients put in place to build effective and consistent processes across their data, people and processes.
Examining the three phases of effective research management, based on client best practice, the Complete Guide to Building an Effective Research Process is available to download for free here. For a quick snapshot, we’ve also compiled this infographic of the top five considerations to evaluate in order to maximize adoption, efficiency and due-diligence of your research management processes…
Infographic extract from “The Complete Guide to Building a Research Management Process”
