The gold standard

research management system for fundamental and ESG research

Trusted by 40+ active equity teams managing over US$412 billion in funds
COMPANY & THEMATIC RESEARCH
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See all your teams' fundamental research in one place
ESG & STEWARDSHIP
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Track all companies within your investment universe from an ESG perspective
PORTFOLIO INSIGHTS
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Get an overview of all your research and metrics relating to your portfolios
MODELLING & VALUATIONS
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Track your company model changes and their impact
TEAM COLLABORATION
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Work together on equity research from anywhere.
A TEAM YOU
CAN TRUST
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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:
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and other data vendors