Company and thematic research
A structured note-taking tool that ensures consistency across your investment process.

• Painlessly write your company and thematic research notes
• Track your company interactions and meetings.
• Use Scorecards to capture your subjective assessments.
• Powerful personalisation to reflect your unique approach and investment process

Modelling and valuations
Track your company model changes and their impact

• Automate your modelling and valuation.  Find better opportunities.
• Automate and integrate custom broker estimates and assumptions into your decisions. 
• A better way to generate investment ideas.
• Integrate proprietary quantitative processes into fundamental research.
• Use any data sources, avoid being locked into proprietary systems.

Team collaboration
Work together on equity research from anywhere.

• Capitalise on opportunities anywhere.   
• Smarter notifications. Stay informed with insights that matter to you.
• Know what your team are thinking.  Keep them updated.
• Update your valuations on the road.  Always work on the most recent model.
• Bring research out of silos.  Make better investment decisions. 
• Centralise your team research and activities. 

Portfolio insights
A complete overview of all your team research relating to companies you currently hold in your portfolio

• Have on hand the underlying research on each company in your portfolio.
• Easily drill through to detailed qualitative and quantitative research on any company in your portfolio.
• Quickly view key changes made to the portfolio and the associated reasoning.

CalibreRMS is trusted by some of the largest asset managers in the world. 
More than $130Bn is actively managed with Calibre RMS.