Internal Research Matters
|Buy-side research is one domain that comes out stronger crisis after crisis, no matter how much damage is done, even a bank collapse. Crises have also paved the way for buy-side analysts to exert more influence on investment processes. Any financial institution have the necessity of understanding our economies and anticipating the cycle of financial markets. Indeed the need of external experts is undeniable, but at the end, investment decisions are taken on internal searches and findings. |
Then the debate is not about whether analysts or portfolio managers make precise forecasts but the real question is how investment firms are equipped to convey these conclusions to the right audience. Indeed accurate predictions help, but anyone would agree that without efficient capability to communicate and make them easily accessible, the unique value of these analysis gets lost.
Regulators place buy-side research back in the game
It is obvious that the importance of rapid communication has become a paramount on financial markets technology. In many cases, it falls under the legal necessity to communicate financial recommendations at the same time in order to prevent possible conflict of interests and keep asset managers clean of market abuse breaches.
Also, Regulators require financial institutions to be able to justify and track, in the present and in the past, any act of asset managers, illustrated in documents, notes, research papers. This puts buy-side research on the spotlight, and reinforces the need of its efficient storage, distribution and search technology, supported by public and proprietary tagging.
This entire workflow from creation, distribution, storage and classification of content is now enabled in one SaaS solution managed by ResearchPool. It has never been so easy to manage in-house contents.
The dissemination of research content is automatically generated, logged and possibly notified by emails to audience. This research can easily be enriched with comments from the readers which in a certain sense prevents any loss of knowledge and reinforces fluid collaboration across teams. This constitutes a real assets in markets where usage of historical information makes the difference. Additionally buy-side institutions benefit from analytics on the readerships which is a clear indicator of the value of the internal produced content.
Digitization is an evidence
The answer to value internal created knowledge is definitively built with digitization of workflows and distribution, a route that some of the major buy side institutions have taken.
ResearchPool encourage, more than ever any buy-side institution and research consumer to take a step further in adopting an efficient research workflow strategy, in order to keep focus on the real fight, creating value for their clients. Internal research Worth Good Technology!