AI Powered Research Management System

Optimise your unique investment process using our highly customisable, AI-powered platform.

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We are trusted by institutional investment teams globally because we support all portfolio and research activities and have proven ourselves to be a committed long-term technology partner who helps to guide our clients through each new challenge. AI is today's challenge.

Calibre Intelligence: AI that’s grounded, governed, and configurable.

CalibreRMS Intelligence enables:

  • Custom prompt and template library: Earnings calls, broker comparisons, ESG reviews, remuneration analysis, and proxy research.
  • Grounded answers, zero data training: Source-attached PDFs / audio / transcripts; using tier-1 AI models from Azure OpenAI, OpenAI, Anthropic, Google and AWS.
  • Admin control & cost governance: Role-based access, Microsoft Entra SSO, permissioned models, and BYO API key for governance, security and cost visibility.
  • Fully integrated into research workflows: Bring AI into your existing workflow and avoid research fragmenting across tools.
Calibre Intelligence

Analysts: Do your best work in one place.

CalibreRMS delivers:

  • Institutional Excel, fully governed: Check-out/in, version history, read-only distribution, and published time-series for every forecast and valuation.
  • Consensus vs internal, side-by-side: Instant diffs and revisions with drill-through to the lines that changed, and why.
  • Intelligent Notes that show their work: Template-driven AI notes (earnings calls, broker comps, transcribed meeting audio, ESG, proxy, remuneration) grounded in attached sources with citations.
  • Scorecards & research memory: Thesis, business quality, Porter’s Five Forces, and checklists feed the portfolio process, can be linked into models and persist across coverage changes.
AI Enhanced Research

Portfolio Insights: Clarity from process to positioning.

Conclude and Commit:

  • Decision log & rationale: Position changes captured with linked research, notes, and model snapshots for bias checks and post-mortems.
  • Conviction & opportunity lenses: Weight vs upside, portfolio statistics, and custom classifications (eg: compounders, turn arounds)
  • Process health at a glance: Analyst checklists, scorecards, and thesis status roll up to position-level pass/fail process tests in real time.
  • ESG & proxy in context: Engagements, votes, and contentious flags live beside the investment case.
Portfolio Insights

ESG & Active Ownership: Fully integrate ESG and stewardship.

With CalibreRMS unlocks:

  • Internal and external ESG research: Build custom scorecards, metrics, commentary, edit logs, and time-series views. Integrate data feeds from your preferred providers. See separate ESG team research inside the one view.
  • Engagements & outcomes: Keep track of issues, objectives, progress, and results tied to companies and positions.
  • Leverage AI inside ESG: Calibre intelligence can integrate views and generate insights across sustainability, proxy research and internal team research.
  • Proxy voting integration: Ballots, advisor recommendations, contentious flags, and internal team decision rationales.
  • Portfolio lens: Carbon intensity contributors, pass/fail by ESG process stage, and stewardship reporting.
ESG & Active Ownership

Why CalibreRMS

Your Research and Data

Unify your research, internal and third party data, and workflow in one user-friendly, AI enabled platform.

Your Way of Working

Configure CalibreRMS to fit in around your team’s tools, data and investment research process.

Backed by our Deep Expertise

With 20 years of investment analytics experience, our solution is flexible, secure and scalable.

Investment Insights with Longwave Capital
Trusted by top fund managers

See why these top fund
managers use CalibreRMS

Concepts like true ESG integration into investment research, systematic tracking of engagements with our investee companies and a research management platform that is consistent with our uniquely collaborative approach to company research are non-negotiables for us. Calibre has proved invaluable in delivering in all these key areas.

Colin Dishington and Paul Sloane Portfolio Managers, Global Emerging Markets, Martin Currie UK