Coleman Research Group Beefs up RMS
New York – On April 2, 2008, Coleman Research Group—an expert
network provider—announced the acquisition of Endowment Capital Group’s research management software, called Clio. Coleman will immediately begin the
integration of Clio with its own Knowledge Broker application. The combination of the two capabilities will
be known as Knowledge Broker RMS. In short, the new product will allow clients to
manage all of their research content, regardless of source, in a convenient and accessible
manner.
Knowledge Broker RMS will help investment professionals manage
all aspects of their research and investment projects. It
will also provide portfolio managers with the ability to locate and manage
their database of industry contacts, create projects, perform keyword searches, record and review a history of all
research projects and produce real-time project reports. As such, Knowledge
Broker RMS will facilitate research management and expert matching through CRG's Executive Forum.
Clio was developed by a hedge fund for the purposes of
executing deep fundamental research including contact with analysts and industry experts.
The new Knowledge Broker RMS will also be able to handle compliance related
issues, such as maintaining customer specific policies, alongside tracking overall
compliance procedures.
Posted at 02:38 pm by Thomas Hutchinson
