Investment Research Solutions STRUCTURED ACTIONABLE INTEGRATED Bridging the gap between research and investment decision-making Case Study 1: “In today’s investment management industry, research Profile:Global Investment can no longer sit at the periphery with value locked in PDF Manager (GIM) reports – it must integrate directly into the investment Location: London, New York, Tokyo process. BCA Edge and Analytics provide us with a Description: Global Asset competitive advantage through enabling us to access Manager with mix of retail mutual funds and institutional and transform insight into action faster.” assets Background: The Challenge The Solution F GIM uses investment research As one of the world’s leading Following a comprehensive to support big picture macro institutional investment manag- review and evaluation process, analysis, asset allocation and ers, GIM understood the critical GIM selected BCA Analytics and trade idea generation nature and value of investment BCA Edge to create a research research. The group had used management solution that F The team struggled with infor- BCA’s market-leading research directly fit their needs. GIM’s mation overload, identifying for a number of years to support selection of BCA Analytics and relevant research, collaborat- asset allocation, deep dive analy- BCA Edge was based upon the ing across teams and convert- sis and trade idea generation. view that “The platform repre- ing research into actionable sented a unique offering that insight Like many firms, GIM recognised surpassed alternatives in terms research as a valuable asset, but of the depth of valuable fea- F In addition, they struggled to manage research content in an struggled to pro-actively manage tures, level of customization content and effectively integrate and unparalleled quality of the effective manner research into workflow. Teams underlying research.” In particu- F The firm was also looking for struggled with information over- lar, the use of semantic technol- a solution to demonstrate re- load, finding relevant research ogy and manual categorization search value to regulators and being alerted to critical of content by Strategists created information in real-time. Further- a powerful knowledge manage- more, GIM was looking for ways ment solution. Solution: to demonstrate research value to BCA EDGE with BCA Analytics regulators. About BCA Research BCA is the leading independent provider of global investment research. Since 1949, BCA’s mission has been to support its clients in making better investment decisions through the delivery of leading-edge analysis and fore- casts of all the major asset classes and economies, as well as educating, informing and stimulating discussion through clear and thought-provoking research. The firm maintains a head office in Montreal, with local offices in New York, Los Angeles, London, Hong Kong, Sydney, Cape Town and Buenos Aires. 514.499.9550 bcaresearch.com [email protected] Investment Research Solutions STRUCTURED ACTIONABLE INTEGRATED Bridging the gap between research and investment decision-making Personalization and Content Analysis and Interaction our digital specialists, GIM was able Management to design and implement an invest- While GIM always appreciated BCA’s ment research solution that simplified Working with BCA’s dedicated digital independence, they wanted to reduce and structured previously ad-hoc specialists, each GIM user was able to the time it took to connect the dots processes and directly met the needs tailor research to fit their investment between themes, views and recom- of a diverse group of users. approach and role through Edge’s mendations and understand underly- Dashboard functionality. Each user ing factors driving differences in views across strategy services. Through was able to access and track themes, Benefits views, trades, allocations and charts EDGE, GIM was able to couple the based upon their specific preferences. sophistication of our analysis with a F High quality independent Through cloud-synced secure content simple and intuitive presentation lay- research on every asset class management the same content could er, reducing the time and effort it took and region be clipped, stored and recalled from to consume and incorporate research F Quicker and better informed anywhere and any device. into actionable insights. investment decisions F Dedicated asset allocation Workflow Integration Search and Discovery support features Prior to implementation, research Prior to the implementation of BCA F Save time converting research content was sent directly to individual Analytics, GIM users created a manu- into actionable insight al for use in presentations and to drive user inboxes in the form of PDF. The investment decisions. Now, with BCA primary mechanism for finding re- F Cloud-based content man- Analytics, they work with our research search had become searching through agement to improve access team to identify the most relevant inboxes for key words in subject and recall headers and email bodies. One of the charts and create custom books – F Leverage next generation col- key requirements for GIM was to move including charts with BCA proprietary laboration features to generate indicators, which could be customized away from this inefficient approach debate and deeper insights and exported for use in presentations and provide the ability to find relevant at a click of a button. In addition, research at the time it was required – F Seamless integration with BCA users are automatically alerted when be it for an asset allocation meeting, Analytics there are data updates. deep dive research on a new market, or answering a specific question. F Clearly connect the dots on At the heart of our platform sits our complex research context to Collaboration intelligent search engine, which ranks validate and challenge ideas content based upon relevancy to en- F Access your investment re- As a global team, GIM’s investment sure you always find the content you search on the road via mobile professionals would often discuss are looking for. research content to develop and or tablet share insights. Before implementing Through our customizable alerting en- F Customize and use charts EDGE, the team would do this via gine and saveable search filters, GIM and research content within email, calls, face-to-face meetings or was able to ensure they were always presentations print-outs. The insights were difficult first to information and never missed F Capture investor sentiment to revisit or track over time. Through out on key updates. BCA’s Digital Platform, users are now on themes, recommendations able to quickly annotate and share GIM always believed that research and views research content online to create represented a competitive advantage F Demonstrate the value of the deeper insights that can be accessed for the firm, but often struggled to investment research to inves- instantaneously. unlock the value or demonstrate it to tors and regulators stakeholders. Through BCA EDGE and BCA Analytics and with the help of 514.499.9550 bcaresearch.com [email protected].