2020 Investor Survey
Modernizing Research Management

Get the 2020 Investor Survey.

Research Management Platforms Poised for 100% Adoption Among Asset Managers in Next Two Years

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.

Survey Highlights Include:



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.

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


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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