From assessment to alpha

Do more of what works.

Research management technology for the world's leading investment managers.

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The future of
fundamental research
‍starts now.

Together MackeyRMS and InsiderScore deliver best-of-breed data, analytics and software solutions that empower modern investment teams to do their best work.

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2021 Investor Survey

Research Management Trends in
the Year of a Pandemic

We asked 100 investment practitioners at the one-year anniversary of the pandemic what challenges their investment teams faced while working from home and how that has changed front-office technology and workflow requirements.

GET report

ESG Scorecards

Grade, monitor and report

An end-to-end research workflow toolkit that streamlines the investment selection, monitoring and reporting process for ESG-focused investment portfolios.

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HFM 2021 award winner

Best Workflow Management System

MackeyRMS named Best Workflow Management System for fundamental investment research teams

No more wasted effort

Even the most successful investment firms can waste far too much time and effort looking for research they already have. To do more of what works, you need to be able to find things faster, protect your process and trust the technology.

Even the most successful investment firms can waste far too much time and effort looking for research they already have. And it adds up to a lot of duplicated efforts, missed information, and delays.
‍
To do more of what works, you need to be able to find things faster, protect your process, and trust the technology.

Find things faster

Because less time searching means more time for decisions. With Mackey all your investment research is finally in one place where you can easily search for what you need in real time and from any device. It’s like total recall for the investment enterprise.

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Protect your process

Because you shouldn’t be shoehorned into a research process you didn’t create. With Mackey, your platform is configured to support your team’s existing routines and workflows instead of replacing them.

find out How

Trust the technology

Because our sole focus is delivering research management software that seamlessly integrates with your existing tools and applications, you get more time to focus on what you do best.

find out How

2021 Investor Survey

Research Management Trends in the Year of a Pandemic

We asked 100 investment practitioners at the one-year anniversary of the pandemic what challenges their investment teams faced while working from home and how the events of 2020 changed front-office technology and workflow requirements.

Download the full report now to read what they said.

GET REPORT