Integrating with Third-Party Data Providers for Smarter Investment Research Decisions

Unlocking Powerful Insights for Equity Analysts and Portfolio Managers

In today’s rapidly evolving financial landscape, equity analysts and portfolio managers need access to accurate and comprehensive data to make informed investment decisions. This is where the Calibre Research Management System (RMS) excels. Calibre integrates seamlessly with leading third-party data vendors, providing users with powerful insights and streamlined workflows within a single, unified platform.

This post explores how Calibre’s integrations with top data providers such as Bloomberg, FactSet, S&P CapIQ, and others, can enhance your investment research process.

Integration with Bloomberg, FactSet, and S&P CapIQ: A Data Powerhouse for Financial Analysis

When it comes to financial data, Bloomberg, FactSet, and S&P CapIQ are industry leaders. These platforms offer essential information that drives the decision-making process in equity analysis. Through Calibre, analysts can integrate the following key data sets:

• Company Financials: Analyze detailed financial statements, ratios, and other metrics, enabling real-time, in-depth analysis of companies.
• Global Market Data: Track stock prices, market indices, and macroeconomic indicators, supporting your market strategy and trend analysis with up-to-the-minute information.
• Consensus Estimates: Compare a company’s performance with broader market expectations, providing crucial benchmarks for investment decisions.

With this integration, users can easily access the critical data they need to refine their strategies and forecasts, all without leaving the Calibre platform.

Real-Time Data with IRESS for Enhanced Trading Strategies

For equity analysts who need real-time data to make quick, informed decisions, Calibre integrates with IRESS. This platform offers both real-time and historical market data on equities, commodities, and indices. This makes it especially valuable for users focused on trading strategies and market monitoring. Whether tracking stock movements or analyzing commodity trends, IRESS gives you the tools to act on up-to-date information, right when you need it.

ESG-Driven Decision-Making with ISS and MSCI Integration

Responsible investing is becoming increasingly important in today’s financial landscape. Through integrations with ISS and MSCI, Calibre helps investors focus on Environmental, Social, and Governance (ESG) factors, making it easier to adopt responsible investment practices. The integration provides:

• ESG Data: Assess companies’ sustainability and long-term impact on society, helping investors make more ethical and responsible decisions.
• Corporate Controversies: Stay informed about governance practices and potential reputational risks.
• Proxy Voting Insights: Access historical and upcoming proxy voting proposals, providing a comprehensive view of shareholder engagement and Active Ownership.

This integration is especially beneficial for analysts and portfolio managers who need to evaluate a company’s non-financial risks and opportunities, ensuring they are aligned with ethical standards and investor expectations.

Specialized ESG and Diversity Data from Sustainalytics, DiversIQ, and Impact Cubed

For investors seeking more specialized data, Calibre integrates with vendors like Sustainalytics, DiversIQ, and Impact Cubed. These integrations add another layer of depth to your ESG analysis:

• Sustainalytics: Provides ESG risk ratings, helping you understand a company’s material ESG risks and how well those risks are being managed.
• DiversIQ: Focuses on diversity and human capital data, allowing you to evaluate a company’s culture and workforce diversity, which are critical indicators of long-term viability.
• Impact Cubed: Offers insights into a company’s impact on society and the environment, enriching your investment framework with sustainability data.

These specialized data sets empower analysts to make decisions that not only generate financial returns but also align with broader social and environmental goals.

Conclusion: A Unified Platform for Comprehensive Research

Calibre RMS sets itself apart by offering seamless integrations with the most trusted third-party data providers in the financial industry. By connecting with platforms like Bloomberg, FactSet, IRESS, ISS, MSCI, and others, Calibre provides users with an all-in-one solution for their investment research needs.

Whether you’re analyzing financials, tracking global markets, or focusing on ESG factors, Calibre ensures that you have the data you need at your fingertips. By simplifying workflows and providing actionable insights, Calibre enhances your ability to make informed, responsible investment decisions—faster and more efficiently.

This powerful combination of third-party data integration and Calibre’s robust features makes it the ideal choice for equity analysts and portfolio managers who are serious about driving results.