A research management solution should help firms organize, analyze and share the vast amount of research and data needed to make important investment decisions. A good system will enhance an investment manager’s research by centralizing information, fostering collaboration and increasing productivity. But, a research management solution is useful only if it’s used by the entire team.
Why don’t more investment research teams use them?
An initial barrier to adoption is the pain of migrating all the relevant content into one place. Most research management solutions start as empty containers that require great effort to continuously populate, monitor and update with content from numerous, disparate sources.
And, while it’s important for analysts to have an easy way to search across various external sources, such as corporate filings, broker research, IR presentations and call transcripts, it’s equally important to be able to search across internally produced and stored research.
After all, if the content isn’t searchable, what’s the point in storing it?
What are the risks of not using a research management solution?
“The typical knowledge worker spends about 2.5 hours per day,
or roughly 30% of the workday, searching for information.” – IDC
Ideally, portfolio managers should be able to easily share articles and notes with their research team and spark collaboration between analysts.
The objective of investment teams is to find what others miss in order to get an information edge. They need to be able to handle:
A research management solution wish list:
So what’s the ideal solution? One that would allow users to find, monitor, organize and share the vast amount of information needed to make investment decisions from a single place.
The ideal solution would:
AlphaSense – The Next Gen Research Management Solution
AlphaSense was custom-built to allow users to find critical information in seconds, and work collaboratively with their teams. It’s currently in use by more than 600 firms, including some of the world’s largest investment firms and banks.
It is an ideal enterprise-wide system that investment teams prefer to use.
Comprehensive content, paired with unique intelligent search, allows AlphaSense users to uncover critical intelligence hidden in millions of data points, fostering smarter investment decisions.
Using a better system can lead to positive ROI and help generate more alpha for asset management firms.