Mar 09, 2023

This scope statement provides a brief description of an upcoming research report topic so you can preview what to expect. It defines what will be included in and excluded from the research and any vendors we expect to cover.

In this research, we examine how firms manage their investment research and how they use Research Management Systems (RMS) to centrally store, organize, and share investment research. We also explore evolving RMS functionality, including what role AI plays.

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