The gold standard
research management system for fundamental and ESG research
Trusted by 40+ active equity teams managing over US$412 billion in funds
ESG & STEWARDSHIP
Track all companies within your investment universe from an ESG perspective
PORTFOLIO INSIGHTS
Get an overview of all your research and metrics relating to your portfolios
A TEAM YOU
CAN TRUST
20 years experience innovating and creating solutions for fundamental equity fund managers
EASY
For more than 20 years we've been working with equity fund managers and together we've created a system that is user-friendly and intuitive.
CUSTOMISED
CalibreRMS doesn't force your data into pre-determined fields but allows you to save your equity research in a way best suited to your team and processes.
SECURE
With ISO27001 certification, we're committed to ensuring your research is secure while still allowing you to access it on the go.
Integrates with:
