Centralize your manager research assets.
Findability sounds like a tech term, but it’s actually a problem many research teams face every day. They know they have deep research on a strategy or manager, but it’s just not findable. It’s hidden on a chaotic shared drive or dispersed across analysts.
Bring efficiency to your research process.
Your research team has a well defined due-diligence process for screening managers, but you’re still relying on emails to remind people of review deadlines or pending approvals. Automated workflow frees you to do what you do best — research, analyze and think — and lets technology take care of reminders to Kevin.
Educate clients and stakeholders.
Increasingly, boards, families and other investor stakeholders want to more fully understand the process behind how particular managers have been chosen. With a purpose-built platform for manager research, it’s easy to show your due-diligence process, step by step.