Note Templates for Analysts
Why Structure Matters?
Analysts consistently address specific issues in a systematic way
Analysts capture research in a structured way while also having flexibility
Customised Note Templates encapsulate the way you analyse a company and capture only the sections that matter to your process
Focuses analyst thinking on how events such as an earnings call impact the Investment Thesis
Note Template Examples
Note Templates and sections are fully configurable to reflect the unique processes of each team
Investor Day Events
A Single Repository For All Your Research
A complete history of all your
Scorecards in one place
Retrieve and access from anywhere
Calibre RMS can help you migrate your library of notes from Evernote, OneNote, Word or other formats into Analyst Notes
Easy Access On The road
Take Analyst Notes when and where you need to:
in the boardroom
during an analyst call
at a investor day or broker conference
on a site visit in a remote location
Work across desktop, tablet and mobile
Note Templates is a feature of Analyst Notes
The Analyst Problem
Existing solutions are not fit for purpose
Analysts unable to find notes as they are in a multitude of places such as email, Evernote, network drives or in physical notebooks
Analysts want access to notes and related research from anywhere and on any device
Analysts wants tools to help them consistently address the same issues in structured way, easily prepare for meetings beforehand and more effectively focus on the impacts to the investment thesis
A single repository for all your research notes
On the road access from any device
Structured sections in Note Templates ensure analysts consistently address the same issues in a systematic method
Company and investment process aware note-taking that is tightly integrated into our broader, institutional-grade research solution - Calibre RMS.
More than $110Bn is Actively Managed Using Calibre RMS
The Analyst Notes module of Calibre RMS has been developed through extensive consultation with the active asset management industry and Calibre's global clients that actively manage more than $110Bn in FUM.
Calibre RMS is a comprehensive suite of tools, purpose-built for institutional asset managers.
Note Templates is part of our Analyst Notes Module. To learn more about Analyst Notes, click here.
Contact us to learn more
To learn about how Calibre can help, please
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At Calibre we have been helping asset managers with their research and investment processes for almost 20 years. Our expertise is used and trusted by top-tier fund managers because we are a proven solution that they have worked with over time.