Dashboard
Challenge
Existing applications do not provide a unified interface for investors to access and share all relevant internal research and content.
Solution
The Dashboard module links internal research with position exposure, returns, risk metrics, valuation and market data. The module’s flexible data model and document management capabilities enables investors to easily store, search, annotate, access and share internal content.
Features
- Central location for investors to publish, view and share internal research content
- Refine your research searches using a common and flexible taxonomy that is applied to all research inputs
- Quickly interpret large data sets by adjusting charting options, including chart overlays, types, timeframe and benchmarks
- Publish to the Dashboard from within several applications
- Easily track position exposure, risk and return using dynamically updating views from order management, accounting and risk systems
Calendar
Challenge
There is no single interface for investors to track and coordinate internal and external events.
Solution
The Calendar module integrates internal events and external event feeds from sell side brokers, independent research firms and event aggregators. The Central Meeting Calendar integrates with Outlook, filters events based on user preferences and provides event search and alert notification.
Features
- View sell side events sourced directly from the brokers, thereby increasing data quality
- Refine event searches and reports based on dynamically updating filters
- Stay informed when other colleagues schedule events with a company on your portfolio or watchlist
- Set up automated event notifications based on your search criteria (portfolio, watchlist, event type, broker, etc.)
- Manage events from within Outlook, thereby keeping with an investor's existing workflow
- Manage itineraries, event details, rooms, and other internal logistics
- Integrate events seamlessly with the Vote module
Library
Challenge
There is no single interface for investors to view all relevant external content.
Solution
The Library module integrates external content including broker and independent research and news. The module’s robust searching capabilities help investors access the right research at the right time.
Features
- Access sell side and independent research sourced directly from the brokers, thereby increasing data quality and timeliness
- Refine external content searches based on securities, strategies, source, sector, geography or other attributes
- Quickly publish from the Library to the Dashboard with personalized commentary and tags
- Set custom alerts based on your search criteria to be notified of relevant research
- Perform robust searching based on keywords or tags
Catalog
Challenge
Identifying and managing research sources remains difficult.
Solution
The Research Provider Catalog offers profile information on over 1,000 research firms, 19,000 contacts and 2,200 research products. The catalog is a directory of research providers and contacts, and can be used to find new research sources, track research contacts (analysts, sales, experts, etc.) and perform administrative vendor functions.
Features
- Help investors find unique research sources by leveraging our proprietary research taxonomy
- Search detailed firm and product profiles by category, coverage specialties, keyword and other filters
- Save your administrators time by leveraging databases that are updated by the providers directly
- Simplify vendor management by adding your own internal tags to a firm or product, including descriptions, coverage specialties, pricing and more
- Apply entitlements to define which providers and which data to display to your end investors
- Integrate Catalog content seamlessly with the Vote and Calendar modules
Research Vote
Challenge
Identifying, tracking and rewarding providers that have added the most value to your firm remains elusive with existing voting systems.
Solution
The Research Vote module provides a comprehensive top-down view of the entire voting process. Research providers, voters and administrators each have their own view for managing events, services, relationships, profiles and detailed reporting.
Features
- Choose from various implementation options, including surveys, points, ratings and one-click ballots
- Improve voting quality by offering context, including graphical views of voting trends, historical data and drill down counterparty information
- Enable administrators to configure the system for specific user groups by, for example, making certain fields required
- Provide a one-stop-shop location for your administrators to manage all tasks, events, reports and other collateral relating to the Vote
- Determine the reporting features to be shared with Voters, internal teams and counterparties
- Easily manage Voter and Firm (counterparty) profile information
Research Team
Challenge
Measuring the performance of internal and external recommendations is expensive and difficult.
Solution
Research Team offers a unique way of measuring the performance of internal and external company recommendations. The interface employs a “wisdom of crowds” concept to help investors analyze coverage and performance information at the firm, individual, sector, industry and company level.
Features
- Find the top performing research providers based on sector, industry, company, timeframe, recommendation characteristics and other metrics
- Measure internal performance to find up and coming analysts
- Find the top performing providers and internal teams, alone or in combination
- Measure performance using various performance methodologies and strategies
- Interpret results quickly through multidimensional views and visualizations
- Easily integrate analysis results through detailed reports and lists
