Scaling Up Your Primary Research: Strategies for Maximizing Value and Impact

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Primary research forms an integral part of managers’ investment process, and tools which facilitate this part of the investment process are constantly evolving. This report investigates the way investment managers currently approach fundamental equity research.

It details the findings of a survey which seeks to better understand the major stresses and gaps managers face when conducting research. It also highlights the current use of expert transcript libraries among this cohort and the benefits they gain from accessing these tools.

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