TIGHTEN YOUR INVESTMENT PROCESS

Our asset management clients actively manage more than $100Bn.

 

#1.  INFORMATION OVERLOAD TO INFORMATION LEVERAGE

  • Select from a wide range of Connect data sources
  • Decide how the information connects into the process
  • Calibre monitors unlimited data sources for important changes
  • Irrelevant information is filtered out
  • The system recognises key events and generates notifications
  • Calibre saves time by choosing relevant notifications

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#2.  FOCUS ON THE PROCESS

  • Define the factors that generate the alpha in your process
  • Create calculations and qualitative assessments unique to your team
  • Capture internal models, estimates and research
  • Create many process-relevant views of information fit-to-purpose
  • Visualise the stages in your process to educate and communicate
  • Show clients a professional, branded, real-time snapshot of a company

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#3.  THE BEST VERSION OF YOUR TEAM

  • Excel models driven by team-agreed assumptions and data-quality checked
  • Allow context-based communication within the team rather than using email
  • Automate and avoid time-wasting tasks using a rich toolset
  • Connect all components of your process into an idea generation tool
  • Capture decisions and outcomes to allow retrospectives and adjustment
  • Free up time and facilitate evolution of your process over time

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Who uses Calibre? 

Some of the world's largest asset managers trust Calibre to optimise their investment processes

 

Portfolio Managers 


Employ internal and external research to find targeted investment opportunities that fits your unique investment philosophy

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EQUITY ANALYSTS

 

Monitor and integrate multiple third party data sources into your unique investment process to find alpha opportunities

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Heads of Research 

 

Ensure research consistency across the team and enable every idea to be analysed in the context of the philosophy and process that is unique to your team

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Features

Our features are categorised into these three Aspects: