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Heard at The FTF Asset Manager 2020 Winter Workshop
February 26, 2020

“If it’s not in the research management platform, it didn’t happen.” — a key takeaway from this week’s investment team collaboration panel at FTF Winter Workshop. Thanks to the panelists who joined us for a thoughtful discussion about how technology is improving the way analysts and portfolio managers work together.

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About MackeyRMS

MackeyRMS is a provider of SaaS-based research management software engineered to optimize the way analysts and portfolio managers generate, share, debate and act on investment research conducted for actively managed portfolios. Relied upon as a single system of record for research supporting the investment process, MackeyRMS is used by many of the world’s leading investment managers to organize key investment workflows, engender trust from investors, and streamline regulatory and compliance oversight. MackeyRMS is used by institutional asset managers and asset owners across the Americas, EMEA and APAC regions.