Vision

Empower Investment Teams to Achieve their Goals. We do this through quiet excellence in both our people and software.

History

From our experience working for fund managers, stock exchanges and investment banks, we recognised that the asset management industry needed solutions that were purpose-built for their unique needs. This was the catalyst behind Calibre more than 20 years ago.

Starting small, Calibre was established by David Snowsill and Martin Duggan in 1999, focused on quantitative investment analytics.

In 2018 we launched a reimagined RMS that top equity asset managers around the world use now for their fundamental and ESG research.

Although the team has grown over this time, the founders remain closely involved in the innovation, product evolution and client engagement behind Calibre.

Staff. We have staff located in London, Melbourne and Sydney, and believe in fostering a diverse, innovative and highly committed, client-focused culture.

Board and Management Team

David Snowsill

Managing Director

Co-Founder

David is a co-founder of Calibre, and current Chief Executive Officer. With over 30 years experience in the Financial Markets, across equities, commodities and derivatives, David has led Calibre since 2000 through various stages of evolution, working hands-on with an extensive range of active equity investment teams assisting them with all facets of their investment process.

Kate McBride

Chief Client Officer

Kate has over 15 years experience in strategy development and execution in technology businesses, across a wide range of industries including financial software, payments and ecommerce. Kate joined the Calibre team in mid-2022 to help build the foundations for future growth across product and client services.

Stephen Latham

Chief Operating Officer

Stephen has more that 20 years experience in Financial Services encompassing Superannuation, Investments and Insurance with large financial institutions including MLC. Joining Calibre in 2020, Stephen provides a depth of experience and expertise across Operations, Risk, Finance, Legal and HR.

Neil Lahy

Non-Exec Director

Chairman

Neil Lahy is a senior portfolio manager in the Invesco Quantitative Strategies (IQS) group. Prior to this, Neil was senior investment risk manager at Vanguard Australia and he spent nine years at BlackRock where he was also an investment risk manager. Neil was an early-stage investor and team member of Calibre and has deep knowledge of the business and target markets.

Martin Duggan

Non-Exec Director

Co-Founder

Martin co-founded Calibre with David Snowsill in 2000. As an investment technologist, Martin has worked for a number of finance-related companies and startups, including the Stock Exchange, Rothschild AM, Deutschebank (Money markets) and Foresight (Securities Lending) and currently works in product and strategy for tech SAAS startup Easy Business App.

David Wanis

Non-Exec Director

David is the Co-founder, Chief Investment Officer and Managing Director at Longwave Capital Partners. Prior to founding Longwave, David was an Equity and Multi Asset Portfolio Manager for almost 15 years at Schroder Investment Management in Sydney. David has been a long-term shareholder and strategic advisor to Calibre.

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

We have been using CalibreRMS for four years and the customised integration into our process is unique amongst the technologies we’ve used in the finance sector. The technology is flexible and intuitive to use and is compatible with a wide range of data inputs.

The collaboration on investment ideas across the team has been particularly beneficial as Calibre has allowed us to streamline our internal processes. Our team has all the data required to make critical decisions at our fingertips.

Nick Cregan Partner & Senior Portfolio Manager, Fairlight Asset Management

This cutting edge technology means I can see in real time what everyone is working on, for example, interactions the team is having with investee companies, and this means as portfolio managers we can react quickly to changes in the market, which is paramount.

Reece Birtles Chief Investment Officer at Martin Currie Australia

Because of Calibre’s efficiency, and the way it melds datasets in such an easy to use way, teams are in a better position to conduct analysis, and also to ‘daylight’ it to large groups of research users.

Calibre is pretty amazing in the way it cuts the friction out of the job.

Melinda White Portfolio Manager at Longwave Capital