Research Management Information Kit

A research management solution (RMS) helps investment professionals easily capture, access, and share all the information related to their investment ideas through a solution specifically designed for front offices. Download our Information Kit to learn more about Tamale RMS and the benefits you can gain from a research management solution (RMS). Gain instant access after completing our short form.

CASE STUDIES

• Clearbrook Investment Consulting
  Clearbrook Investment Consulting advises institutional clients on their investment strategies, then identifies investment managers best qualified to meet their clients’ objectives. That requires maintaining current, in-depth information and evaluations on nearly 600 managers. In this case study they explain how Tamale helps them accomplish this.
• Mont Pelerin Capital
  Read how Tamale drives more effective collaboration at Mont Pelerin Capital.
• Praxient Capital
  Tamale acts as a single depository for the investment-related research and information that comes into Praxient Capital or is generated internally.

WHITE PAPERS

• Alternative Investment Fund Managers Directive
  The Alternative Investment Fund Managers (AIFM) Directive is the most contentious piece of financial services legislation to come out of the European Union in years. When first proposed in April 2009 it was met with uproar from participants both within and outside the alternatives industry, who criticized it for being protectionist, cost burdening and unreflective of different managers’ business models or the risks they pose.
• The ROI on RMS
  How much time do professionals in your firm spend trying to find and pull together the data they need to make decisions? More to the point, what is that time costing?
• Best Practices in Due Diligence
  This document is intended to help investors in a multi-manager environment to design an efficient systematic pre-funding and post-investment due diligence program, using technology to give it structure and transparency. It can also help fund managers understand what to expect in the due diligence process so they can be forthcoming and proactive in meeting investor expectations.
• Research Management Solutions: Bringing the Benefits of Automation to the Front Office
  Firms that make the strategic move to a research management solution (RMS) stand to realize significant benefits in their front offices. Learn how an RMS closes a critical gap in the investment process and how they drive critical efficiencies. This 12 page guide also identifies key pain points in research workflows and considers the evaluation factors for choosing the best solution for your firm.

DEMO

• Tamale RMS
  Tamale RMS solves the increasing problem of information overload by enabling you to centrally store all of your research-related information and organize it around the investment processes and preferences of your firm. Designed specifically for a front office workflow, portfolio managers, traders, and analysts can search the RMS database and retrieve information without missing any research detail.  See how Tamale can help you better capture, find and share your research today.
• Tamale RMS - Manager Oversight and Due Diligence
  For Fund of Funds, Endowments, Foundations, Pension Plans, Wealth Managers, Investment Consultants and any organization that oversees external managers, Tamale RMS supports and streamlines your manager search, oversight and due diligence processes. 

VIDEO

• Theory Capital Management
  Rob Broggi, Portfolio Manager at this long/short equity hedge fund, discusses how the research management tool Tamale helps differentiate their firm by showing investors their valuable thinking and due diligence.
• RMS Overview
  Watch three short videos discussing the importance of improving research findability, an RMS overview, and how a research management solution builds investor confidence.

PRODUCT INFORMATION

• Tamale RMS Product Brief
  Explore the components of Tamale RMS and how it integrates and organizes information from disparate sources – around the workflows of each investment professional. See how its intuitive and easy-to-use interface requires minimal learning curve and training costs.