Scorecards

 

The problem with existing research systems

Most research systems allow investors to store highly structured financial data or unstructured research such as notes

Qualitative assessments are often lost in such systems


How Scorecards help

Capture

Scorecards capture rich qualitative views

Measure

Scoring options measure your qualitative data

Compare

Compare to one company or other potential investment opportunities


Rich scoring options

Fully customisable

Score metrics customised to your needs with:

  • Numerical

  • Choices

  • Custom lists

  • Star or Scale based

 

 


Examples of scorecards that can be fully customised:

ESG assessments

Corporate governance

Porter's Five Forces

Regulatory risk in industry

Long term earnings growth of the company

Capture research thinking and sentiment

Attach files to the scorecard to support the conclusions


Scorecard helicopter view

 

Easily view all your qualitative data in one place using Library View


Contact us to learn more

To learn  more about how Calibre can help,  please contact us via the form below

 
 

Why Calibre?

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.