Every investment firm is being told the same story right now: AI will transform your research process....
The bottleneck in modern asset management is human attention. Analysts drown in earnings calls, 300-page annual reports,...
The Problem: The Unstandardised Sustainability Report Maya is the dedicated ESG analyst supporting Jeff’s fund with a...
Jeff runs a 50-stock concentrated equity fund. His analysts are excellent, and each produces rigorous bottom-up work....
The Problem: Drowning in Disclosures Sarah is a research analyst covering 25 industrial and consumer companies. Every...
Structuring the Unstructured Fifteen years ago, one of Australia's best investors told the Calibre team: "Alpha is...
Our previous post described a growing divide in investment management. On one side, firms with permissive technology...
The most transformative technology in a generation is reshaping investment workflows. For some. Scroll through financial Twitter,...
There is a growing gap in investment management between teams that have a well-defined investment process and...
Ask a portfolio manager where their team's research lives, and the honest answer is usually: everywhere. There's...
Every investment professional has been there. You leave a company meeting with three pages of handwritten notes,...
Before you build an in-house research management system, audit these requirements. Most teams underestimate each one. 1....
An investment team gets access to AI coding tools. Within two weeks, they wire up a database,...
AI coding tools are lying to you. Not intentionally. But that prototype you built in a week?...
The AI coding revolution. If you work in investment management and have spent any time with Cursor,...
The Problem:You've got a one-on-one meeting with management tomorrow. This is your chance to uncover something the...
When thinking about an investment research management system, consider the role the system is designed to play...
Everyone's racing to summarize listed company filings in seconds. Congratulations. So is every other fund on the...
Why proprietary research is the real edge of AI-powered investing. In the late 1990s, sell-side equity research...
Most investment teams still treat AI like it's expensive. They ration prompts. They limit use cases. They...
1. Make your investment thesis the centre of everything.Every research artifact - meeting notes, models, ESG scorecards...
The Problem:It's 1995. You have an idea: unlimited movies, streamed to any home, on demand.There's just one...
Over the next few years, the effective price you pay for high-quality analysis from frontier models will...
Google’s next-generation long context Gemini 3.0 models are now available inside CalibreRMS Intelligence, giving analysts more intelligence...
Five years ago, if you’d told most investors they’d be talking about “LLMs”, “RAG” and “tokens” in...
Calibre has released the first artificial intelligence features within the Calibre Research Management System (CalibreRMS). CalibreRMS Intelligence...
“Alpha is simply the Ability to Compare”. One of Australia's best investors said this to us 15...
Artificial intelligence is no longer an experiment; it is becoming embedded in analyst workflows, vendor systems, client...
In today’s investment landscape, managing multi-asset portfolios is increasingly complex. Investment managers are tasked with balancing diverse...
In today's investment landscape, active ownership is no longer a niche activity — it's becoming central to...
Introduction In today’s fast-paced investment landscape, asset managers and analysts handle vast amounts of research data. Managing...
The Australian Sustainability Reporting Standards (AASB), particularly AASB S2, represent a significant shift in how asset managers...
The regulatory landscape for financial entities is evolving rapidly, with the European Union’s Digital Operational Resilience Act...
Asset management is a fiercely competitive industry, where information, speed, and precision often determine success. Firms with...
The investment research process is essential for asset managers. It helps them make informed decisions about investments....
In today’s investment landscape, Environmental, Social, and Governance (ESG) factors have moved from being a niche concern...
Unlocking Powerful Insights for Equity Analysts and Portfolio Managers In today’s rapidly evolving financial landscape, equity analysts...
In recent years, the investment landscape has witnessed a profound transformation driven by the growing importance of...
April 2023 LONDON, UK - Calibre Financial Technology announced today the opening of a new office in...
