A webcast series designed to help investment teams tackle research management challenges by exploring proven best practices for asset owners and fund managers. Each session will focus on effective solutions to manage information overload, enhance team collaboration, and ensure seamless access to insights throughout the entire investment research process.
Latest in the series
Bipsync for Investors
Aligning research and portfolio data in today's multi-asset landscape with Addepar
Hear from Nick Long at Addepar who shares insights on how firms are adapting their technology strategies to address complexity, data fragmentation, and evolving portfolio needs.
More in the series
Bipsync for Investors
Modernizing the investment tech stack: Lessons from Holland Mountain
Hear from Jeremy Hocter at Holland Mountain as he draws on hundreds of digital transformation projects across the investment industry to share what drives success, where firms go wrong, and how to build the right foundation internally.
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Bipsync for Investors
Keeping investment teams aligned in a mobile world
See how GPs and LPs are staying aligned while on the move for roadshows, meetings, and conferences. We’ll show what this looks like in practice - from reviewing the investment pipeline ahead of meetings to assigning tasks and capturing insights using voice memos with secure, automatic transcription and handwritten sketches.
Bipsync for Asset Allocators
Rethinking the IC workflow across the fund lifecycle
Discover how a unified, purpose-built workflow can transform every stage of the investment committee process - from structured meeting prep with checklists and centralized notes, to automated fund setup and onboarding that captures approvals, documents, and critical metadata in one place.
Bipsync for Fund Managers
What if your earnings call workflow is holding you back?
Explore how modern investment research management software (RMS) can transform your earnings process - streamlining earnings prep, surfacing insights faster, improving collaboration, and helping analysts stay ahead.
Bipsync for Asset Allocators
How fragmented manager research puts your investment goals at risk
Uncover the hidden risks of fragmented research and how investment teams are overcoming silos, improving decision-making, and adapting to challenges in this exclusive session.