The European Securities and Markets Authority (ESMA) highlighted the need for substantiating ESG engagement with solid evidence. Many investment firms face challenges in proving engagement due to Excel’s limitations in data management and automation. ResearchPool’s solution streamlines ESG tracking, offering seamless integration, enhanced data integrity, comprehensive audit trails, and automated

Stop Missing Unique Investment Opportunities with ResearchPool Research Management Solution (RMS) Feb 26, 2024  — by ResearchPool in Insights At many investment firms, valuable content and data collected, and research created by portfolio managers and analysts are often managed individually, with limited workflow automation, sharing, and collaboration. This traditional approach

Investors are actively managing equity funds since 2022. Active management must become more cost-competitive and innovative, leveraging human knowledge and decision-making. Our solution empowers firms to be leaner and more agile, using Microsoft technology to create automated, customizable workflows for faster, better investment decisions. Schedule your demo now.