2020 Investor Survey: Modernizing Research Management

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Research Management Platforms Poised for 100% Adoption Among Asset Managers by 2022.

Improved Team Efficiency, Better Data Security and Work-from-Anywhere Capability Driving Large-Scale User Adoption to Date

Asset managers are rapidly implementing dedicated research management platforms as the push to automate investment team workflows expands across the front-office, according to results from the 2020 Investor Survey: Modernizing Research Management report, published today by MackeyRMS.

Of the larger asset managers that participated in this survey, 39 percent said that their firm implemented a third-party research management platform to enable their team to work from anywhere. Only improved workflow efficiency (50%) and better data security (44%) ranked higher. Similarly, 32 percent of respondents from funds managing $20 billion or more said the need for full-featured mobile usability was a major trigger for implementing a third-party platform.

Among the asset managers that don’t use a dedicated platform today, 96 percent said their firm was likely to extremely likely to evaluate adopting a third-party system in the next 24 months. All respondents from asset managers who built an in-house system said the same.

Survey Highlights Include:

    • 74% of asset managers say they use a dedicated research management platform today
    • 33% of those managers say their system was deployed in the last 24 months
    • 39% of larger asset managers say they implemented a third-party research management platform to ensure their team could work from anywhere
    • 50% of the respondents who use a SaaS-based platform to manage research say they use the system daily, compared to only 14 percent of respondents who use a desktop application
    • 88% of asset managers using a third-party research management system say it speeds up their response to regulatory inquiries

Survey Methodology

The 2020 Investor Survey was commissioned by MackeyRMS, the leading provider of research management technology for actively managed investment portfolios; and conducted by Market Measurement, an independent market research and consulting firm. A total of 100 interviews were conducted with investing, technology, operations and compliance professionals in the asset management industry to assess their views and plans for improving internal research management processes.

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