Blue Curve for Asset Management Research

Over the last 10 years we've seen a dramatic increase in the numbers of research analysts employed on the Buy-side. This shift has been driven by asset managers’ investment in their own research capability to demonstrate sound investment process and to counter the allegations of bias inherent in Sell-side research. To win more mandates and to retain existing money, an asset manager needs to tangibly demonstrate its investment process, of which the Research process is a key part.

The Blue Curve solution for Buy-side Investment Research provides you with a robust, flexible and scaleable platform on which to support your Research process and maximise the return on your investment in the Research department.

Blue Curve's Buy-side Investment Research solution includes:

• Automatic receipt and storing of external Investment Research documents (pdf's, e-mails, url's etc.);
• The ability to interrogate financial databases via a browser (for comparisons, aggregations etc.);
• Creation and storage of internally generated Investment Research and consensus notes;
• A distribution engine serving internal and external channels (such as; e-mail, paper and intranet / extranet / internet);
• A relevancy engine - scoring, ranking, rating all external research (by broker, analyst, sector, stock etc.);
• A value engine - allows you to quantify the unbundled cost of research by broker, analyst etc (CP176).

The ability to collate financial data from a variety of sources, including both internal and Sell-side analysts and consensus data providers, is the key function provided by Blue Curve insight. Its inbuilt calculations and aggregation functionality allow your analysts to build models using data from a variety of sources, and to have those models embedded in the system.

The data held within the insight database is generally communicated directly to fund managers via the Blue Curve web interface, hosted on the company Intranet. In addition, analysts can provide commentary around the numbers using the create product. Company reports, meeting notes and other document created by your own analysts are stored in the create database and can be supplemented by research reports sourced from the Sell-side. All of this information is directly available to the fund managers via the Intranet.

In addition, workflow can be introduced to manage a more complex process, and a more direct distribution process, using email, paper or other direct channels, can be managed by Blue Curve reach. This allows Fund Managers to be instantly alerted to changes in analysts' views, rating changes from the Sell-side and important company events.

The Blue Curve solution for Buy-Side Investment Research provides you with a platform that clearly helps to get the most from your investment in research.