Connect Investment Teams

Research Management Solutions connect the global investment community: 

• Research teams improve internal communications by submitting, storing, and cataloging content while objectively measuring performance and tracking the quality of investment ideas
• Portfolio managers find actionable ideas and assess the value brokers and their own internal research teams are adding to their investment process
• Brokers forge a direct link to clients interested in their recommendations or the corporate access they provide and can demonstrate their value and talent in a transparent environment 

Key Features

• Improve collaboration and identify high performers: Promote collaboration within your internal research team by streamlining communication, sharing information, and tracking the performance of ideas
• Manage received research: Get the most out of your brokerage relationships with a more focused and disciplined approach to objectively track the performance of broker ideas and receive research reports
• Include ideas in your research: Gain a complete synopsis of research, including broker and internal investment ideas, sell-side research and estimates, internal research, a price chart annotated with ideas from your selected contributors, and recent meeting notes
• Follow Street opinions: Access the latest estimates and recommendations from FactSet Estimates and evaluate them side-by-side with those of your own internal analysts
• Track and evaluate meetings: Catalog, share, and track meetings, assigning a value to each to increase accountability and aid in broker evaluations