top of page

The gold standard

research management system for fundamental and ESG research

Trusted by 40+ active equity teams managing over US$400 billion  in funds.
*
*at January 2023
But don't just take our word for it. See how these top fund managers use CalibreRMS...
Investment Process Insights with Regnan's Alison George
Alison George, Head of Research at global responsible investment leader Regnan, explains how her team have been freed up to do what they're best at and why using CalibreRMS has helped her sales team.
Investment Process Insights with Martin Currie's Reece Birtles
Reece Birtles, CIO of award-winning fund manager Martin Currie Australia, talks about how CalibreRMS has helped his investment teams have consistency in how they look at each individual stock they invest in.
Investment Process Insights with Longwave Capital's Melinda White
Portfolio manager Melinda White, from Lonsec Emerging Manager of the Year, Longwave Capital Partners, talks about how CalibreRMS removes the friction in her job.
COMPANY & THEMATIC RESEARCH
EmailLR Notes_edited.png
See all your teams' fundamental research in one place
ESG & STEWARDSHIP
esg twin view_edited.png
Track all companies within your investment universe from an ESG perspective
PORTFOLIO INSIGHTS
Portfolio Workbench_edited.png
Get an overview of all your research and metrics relating to your portfolios
MODELLING & VALUATIONS
Modelling and Valuation copy_edited.png
Track your company model changes and their impact
TEAM COLLABORATION
CalibreRMS on the go.png
Work together on equity research from anywhere.
A TEAM YOU
CAN TRUST
Engagement_Company_Workbench.png
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:
Bloomberg_logo_logotype_emblem.png
factset_logo_rgb.png
s-p-global-market-intelligence-standard-
and other leading data vendors
bottom of page