Problem
Investment analysts need a way to streamline their research and deliver timely insights and recommendations that provide an edge to investors. Filtering masses of data and qualitative information, they need a more advanced way to pull together all the relevant information known about an investment opportunity and integrate the thoughts, comments and analysis from the team and outside experts. They need to go beyond common-knowledge to discover factors that could affect investment performance.
Solution
The TagCite Investment Research Management System is a web-based collaborative research platform for analysts and managers at hedge funds, investment banks, asset manager/mutual funds, fund of funds, endowments, and foundations that combines investment research and data with robust tools for fundamental analysis, idea generation, and workflow management. TagCite Platform makes it easier, cheaper, and faster for analysts to integrate information and to apply human expertise in order to prepare the best shared insights.
TagCite complements the functionality of applications such as Outlook and Lotus Notes and seamlessly integrates with internal data sources and external providers, blogs and Web information retrieval systems. Additional functions allow the user to customize how information is gathered, viewed and shared. TagCite combines content, analysis and communication to give customers the “information edge.”
| Before |
After |
| Research analysts and brokers blast-email reports directly to investment managers and reports must be manually copied to a shared drive |
Research documents are directed to a common repository and distributed to analysts automatically |
| Searching accesses only documents – not interrelated news and communications (email & IM) |
Search accesses all relevant sources of information |
| Research know-how is in people’s heads and leaves upon personnel turnover |
Research procedures and expertise are captured for improvement and reuse |
| No support for enhancing decision quality |
Tools for tracking and validating hypotheses and decision quality |
| Accessing external subject matter experts takes place in email or by phone and input is not easily documented in an integrated way |
External subject matter expertise can easily be accessed from inside the system and their input is documented in context |
Benefits
- Facilitates faster, better-informed investment decisions
- Generates situational awareness of the teams’ activity
- Increases the visibility into internal research, analysis and commentary in real-time
- Makes the research process and workflow of your team more efficient
- Prevents the loss of valuable ideas
- Leverage XBRL data
TagCite for Investment Research is in private beta testing with financial institutions.
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