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When it comes to organizing your research in Sentieo, Tags are a popular and powerful way to keep track of notes, files, and documents. A tagging system is more flexible than rigid folder structures, as it allows you to classify an item in more than one way and create all sorts of hierarchies not possible…
In our recently released guide, “5 Ways to Generate ROI from a Modern RMS” we cover five ways Return on Investment (ROI) can be generated from a Modern RMS, helping your fund not just survive, but thrive, in the current global business environment. Over the last couple of weeks we’ve covered how to use a…
In our recently released guide, “5 Ways to Generate ROI from a Modern RMS” we cover five ways Return on Investment (ROI) can be generated from a Modern RMS, helping your fund not just survive, but thrive, in the current global business environment. Over the last couple of weeks we’ve covered how to use a…
In our recently released guide, “5 Ways to Generate ROI from a Modern RMS” we cover five ways Return on Investment (ROI) can be generated from a Modern RMS, helping your fund not just survive, but thrive, in the current global business environment. Last week we covered how to use a unified platform to deliver…
As many COOs and Directors of Research evaluate research workflows and technology in the wake of COVID-19, many tools, generating ROI on technology spend becomes paramount. For most funds, Research Management Systems (RMS) are at the top of this list. In our recently released guide, “5 Ways to Generate ROI from a Modern RMS” we…
There are many internal and external factors at play today driving a renewed interest in the efficiency and output of the research process, the lifeblood of every fund—large or small. The impact on productivity and results from the proliferation of content and data sources, disconnected technology and tools, and regulatory and information security pressures has…
This crisis is devastating and is changing so many of the assumptions of how asset managers operate and provide support for their portfolio teams. Cloud-first tools that deliver more value will be best positioned to exit this period with a growth business.
Over the last month, we’ve been sharing tips on the highlights of our latest release, Sentieo V4.1, including enhancements to Smart Summary™, new dashboard templates, the ability to add RSS Feeds as a content source, and mobile enhancements that help you easily access your research workflow and financial data—in the office, at home, on the…
As merger spreads have widened considerably during this period of extreme market volatility, we’ve had a number of people ask how to use our platform for merger arbitrage research. In this post, we’ll cover several ways to do so. At the bottom of the post, we’ve also included a list of selected currently pending cash…
With the new v4.0 release, Sentieo users can now install MS Office plugins for Outlook, Word and Powerpoint, enabling seamless sending of documents to our Research Management System. The ability to ingest documents and make them searchable by your team is one of the core benefits of modern research systems, whether they are created on…
Investing is an ever-evolving industry. In recent years, we have seen the rise of indexing, quantitative strategies, an explosion of alternative data, and fee compression. Specific tools and data sets have delivered some improvements, for example, the addition of alternative data to analysts’ resources; however, the research workflow has remained relatively static and anchored to…
