BEST PRACTICE GUIDE

How to Align 
Data, People
 
and Processes

Learn about the building blocks of an effective research management process. This RMS best practice guide helps you find the route to a consistent, rigorous and repeatable approach to decisions and how to optimize your entire research process from idea to investment.

DOWNLOAD THE BEST PRACTICE GUIDE

Exploring the 3 Phases of Effective Research Management

  • DATA: Capture and organize your research assets into a system of record; a centralized repository for all research files, models, contacts, notes, and reports, and more.

  • PEOPLE: Coordinate consistent investment research practices, enable collaboration, and accelerate research productivity workflows across your organization.

  • PROCESS: Standardize and integrate the research process with best-in-class solutions like modern research management software (RMS).
3 Phases_Bipsync RMS