Research Management System

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Overview

Consultants and investors dedicate significant time and resources on investment manager research, using multiple tools to source and screen managers. Documenting this process is often an afterthought, leading to compliance risks, unscalable processes, information silos and knowledge gaps. Built for powerful research and analysis, eVestment Research Management is a streamlined research management software suite that seamlessly retains your notes, ranking assessments and documents. This powerful and intuitive platform allows all your manager research data to live in one place, delivering insights in real-time and providing a complete experience for the research professional.

Key Features

  • Document management with drag-and-drop file upload
  • Outlook integration
  • Multifaceted search
  • Compliance and due-diligence audit trails
  • Automated workflows with notifications
  • Integrated with eVestment Analytics

Key Benefits

  • All research assets in a centralized repository
  • Technology-enabled due diligence so compliance rules are followed consistently
  • Fully leverage your firm's intellectual property on a given manager or asset class

Product/Service details

SOLUTION OR SERVICE TYPE