Research has always been a critical process for Fixed Income investment managers to ensure that investment professionals have a thorough understanding of an issuer’s, company’s, or instrument’s creditworthiness when considering risk vs. return. Compared to Equity, Fixed Income has a much larger investible universe, with complex instruments that vary in quality and liquidity. Therefore, it is important for asset managers to have a seamless workflow from credit research, to analyzing risk, to making portfolio management decisions.
Andrew Goumas, a Manager in Alpha’s North America Investment Practice, recently sat down with Ted Wright, VP Sales at Verity, to discuss some of the research management challenges facing our fixed income clients to understand the key factors an investment manager should consider when thinking about a Research Management System (RMS).
In summary, the key factors that an investment manager should look for in an RMS are:
