Calibre RMS

Calibre RMS is a research management system that aims to streamline and enhance fundamental and ESG research processes. According to Calibre Financial Technology, this software solution is designed to cater to the needs of equity fund managers, portfolio managers, research analysts, investment professionals, and asset management firms. By providing a centralized platform for organizing and analyzing research data, Calibre RMS aims to assist professionals in making more informed investment decisions and effectively managing their research workflows.

Key Features

Company Workbench: According to the vendor, the Company Workbench feature allows users to gain a unified view of all their internal and external research on a company in one place. It also enables them to compare cross-sectional insights from customized analytics, facilitating clearer investment decision-making. Additionally, the Company Workbench is accessible from any device, providing users with flexibility and convenience.

Easy Authoring: Calibre RMS offers the Easy Authoring feature, which allows users to author research notes easily. According to the vendor, users can view, capture, and update research notes from any device, facilitating collaboration and better investment decisions. The feature also includes note templates to enforce structure and methodology, ensuring consistency within research processes.

Meetings & Interactions: With the Meetings & Interactions feature, users can document company interactions and share insights in real-time. According to the vendor, this feature enables users to identify and document information from one-on-one company meetings, compile meeting insights, intellectual property, decisions, and supporting evidence in one place, and easily attach research and evidence. Additionally, the feature provides fully integrated audit trails to justify decisions.

Scorecards: Calibre RMS offers the Scorecards feature, which aims to help users organize their research and thought process to quickly identify investment opportunities. According to the vendor, users can create bespoke templates reflecting their investment ideology to systematize decision-making and qualitative research. The feature allows users to view, capture, and update scorecards from any device without opening Excel, providing responsiveness to new information.

Audit Trails & Compliance Dashboard: According to the vendor, the Audit Trails & Compliance Dashboard feature provides fully integrated audit trails across the entire investment process. It aims to help users prove their research process to external stakeholders and drive continuous improvement by monitoring the efficacy and rigor of their research.

ESG Research: Calibre RMS includes the ESG Research feature, which allows users to access an overview of all their ESG research on one screen. According to the vendor, users can view qualitative and quantitative ESG research from each company anywhere and on any device. The feature also enables users to connect ESG scores into company models or their investment process, demonstrating their ESG protocols and adherence to regulatory requirements.

Company Engagement: The Company Engagement feature enables users to set company objectives and record interactions and engagements against those objectives. According to the vendor, users can record detailed information about ESG meetings, proxy voting, and other interactions with companies in their investment universe. The feature aims to evidence how interactions impact company objectives and result in portfolio position changes, showcasing active participation and responsible investing.

Processing & Auditing: Calibre RMS provides the Processing & Auditing feature, which aims to help users demonstrate their ESG research and decision-making. According to the vendor, users can create a staged workflow tailored to their unique investment process based on ESG criteria. The feature allows users to access an overview of all their ESG notes, scorecards, and meetings in the Company Workbench, configure standardized calculations for portfolio metrics, and create meaningful aggregate charts.

Company Modelling: According to the vendor, Calibre RMS offers the Company Modelling feature, which aims to streamline modeling and valuation processes. This fully integrated, end-to-end modeling ecosystem allows users to drive models with fully customized broker feeds and assumptions specific to their process. Additionally, users can save all model estimates centrally and access them from any device, anywhere, including full Excel models with a history of changes.

Broker Estimates: The Broker Estimates feature provides users with detailed, fully customized broker estimates and assumptions for company modeling and valuations. According to the vendor, users can integrate these detailed broker forecasts directly from their choice of brokers, focusing on finding new opportunities with customized and specific line items that align with their process.