Research Management
Investment management organizations are under increasing pressure to improve productivity and returns from the research process while staying compliant. Disparate workflows with multiple tools and steps across individual analysts and teams lead to wasted time, missed insights, unrealized returns, and lost confidence in theses and decisions. Plus intellectual property (IP) can walk out the door when an analyst leaves the firm.
Sentieo’s Research Management System (RMS) helps analysts save time and make more winning investment decisions—driving faster adoption and use—while the standardization of a repeatable and transparent investment research process delivers better fund-wide returns, protection of IP, and compliance.
Save Analysts Time
Sentieo streamlines and standardizes workflows and significantly reduces the number of steps analysts take to create and save their research.
Save Deployment Time
Winning Insights
Sentieo RMS includes integrated data visualization, analysis, and modeling tools that help analysts uncover, share, and store uncharted insights to drive winning investment decisions.
Improve Confidence
Sentieo standardizes, captures, and controls all of the intellectual property (IP) that is produced during the research process, restoring confidence in decisions and the ongoing protection of IP.
Stay Compliant
With all of the material and steps that support an investment decision stored in a centralized repository, Sentieo facilitates the swift preparation of regulatory audit reports.
Customer Stories
“Nothing else on the market came close to offering us a streamlined and collaborative platform for reviewing and annotating company documents and transcripts. We were intrigued by Sentieo’s impressive capability to pull as-reported data into Excel. A web-native, cloud platform was a big plus.”
Jason Gilbert
RGA Investment Advisors
View the Case Study
Resources
Guide
This guide is designed to spark internal discussion of the best path forward by introducing 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.
Webinar
Our "work from home" is built-in: send anything across the platform to your Notebook for immediate archiving and collaboration, build theses, maintain version control and compliance, and track progress in dashboards. Head of Research Nick Mazing covers all of this and more in this webinar.
Guide
A guide for buyers looking for a research platform to meet the needs of a distributed team or work from home environment.
Sentieo’s Financial and Corporate Research Platform empowers investors and corporations to rapidly discover insights so they can make smarter investments and execute winning strategies.
