SOA Research Library

Today's investment management business is more information intensive and research driven than ever. Portfolio managers, analysts, and traders are swamped with information--email, earnings calls, web links, analyst reports, press releases, news alerts, and more. Moreover, the research process itself is very different from what it was just a few years ago. Investment firms now produce more internal research, aggregating information from multiple sources and frequently farming out the analysis.

While greater efficiency, cost savings, and more informed decision making are key drivers for an integrated solution to research management, today's marketplace also demands greater transparency, objectivity, and accountability. An organized approach to investment research is a competitive necessity--and a compliance imperative.