The Basis Points_Logo&Tagline_Bold

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

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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 on the fly using voice memos with secure, automatic transcription and handwritten sketches.

More in the series

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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.

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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.

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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.