FOR THE MOST VALUABLE RESEARCH IN THE WORLD... YOURS

Company and Thematic Research

A structured note-taking tool that ensures consistency across your investment process

• Painlessly write your company and thematic research notes.

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• Track your company interactions and meetings.

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• Use Scorecards to capture your subjective assessments.

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• Powerful personalisation to reflect your unique approach and investment process.

ESG

Track all companies within your investment universe from an ESG perspective

• Access an overview of all your ESG notes, scorecards and meetings on one screen in ESG Workbench.

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• View qualitative and quantitative ESG research from each company anywhere and on any device with CalibreRMS scorecards.

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• Connect ESG scores into company models or your investment process to link insights to investment decisions.

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• Demonstrate your ESG protocols and processes to external stakeholders and regulatory bodies.

Modelling and Valuations

Track your company model changes and their impact

• Automate your modelling and valuation. Find better opportunities.

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• Automate and integrate custom broker estimates and assumptions into your decisions.

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• A better way to generate investment ideas.

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• Integrate proprietary quantitative processes into fundamental research.

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• Use any data sources, avoid being locked into proprietary systems.

Portfolio Insights

A complete overview of all your team research relating to companies you currently hold in your portfolio

• Have on hand the underlying research on each company in your portfolio.

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• Easily drill through to detailed qualitative and quantitative research on any company in your portfolio.

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• Quickly view key changes made to the portfolio and the associated reasoning.

Team Collaboration

Work together on equity research from anywhere.

• Capitalise on opportunities anywhere.

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• Smarter notifications. Stay informed with insights that matter to you.

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• Know what your team are thinking. Keep them updated.

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• Update your valuations on the road. Always work on the most recent model.

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• Bring research out of silos. Make better investment decisions.

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• Centralise your team research and activities.