Calibre

AI-powered Legal Research Platforms

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This extensive AI-powered research management platform streamlines the entire investment research process by integrating data sources, automation, and customizable workflows to improve decision-making for institutional investors, asset managers, and research teams. Its key features include a flexible prompt and template library for deep analysis, source-attached documentation with AI-generated insights, solid governance controls, seamless workflow integration, and detailed portfolio and ESG insights, enabling teams to improve efficiency, accuracy, and compliance while addressing challenges such as data fragmentation and bias. Designed for professional investment teams and asset management firms, it solves complex research, data management, and active ownership problems through advanced AI capabilities, secure governance, and collaborative tools tailored to optimize portfolio analysis and ESG integration.

Calibre can be found in AI-powered Legal Research Platforms categories.

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Calibre Main Features

• Proxy Voting
  Manage ballots, recommendations, flags, and decision rationales for voting processes.
• Data Unification
  Bring together all your research, internal and third-party data, in one easy-to-use platform.
• Grounded Answers
  The system uses source documents like PDFs and audio to give accurate and reliable information.
• Research Library
  You can save and use templates for earnings calls, ESG reviews, and other research tasks.
• Portfolio Analysis
  View portfolio data with lenses like conviction, upside, and classifications to see where value lies.
• Collaboration Tools
  Team members can check out, review, and share forecasts and research reports easily.
• Experienced Support
  Backed by 20 years of investment analytics experience, ensuring the platform is secure and scalable.
• Integrated Workflow
  AI and research tools are combined into one system so your work is smooth and organized.
• Scorecards & Memory
  Use checklists and scorecards to track thesis, quality, and process steps across your investments.
• Notes with Citations
  AI helps create notes linked to sources, making sure all information is supported and traceable.
• Customisable Platform
  You can change the platform to fit your team’s tools, data, and research needs.
• ESG & Active Ownership
  Build custom ESG scorecards, include external data, and monitor company engagement and outcomes.
• Flexible Configuration
  Adjust the system to match your team’s tools, data, and workflows exactly as you need.
• ESG & Proxy Integration
  Track ESG engagement, votes, and flags alongside investment cases in the same system.
• Trusted by Top Managers
  Leading fund managers rely on Calibre for their research, ESG, and engagement activities.
• Admin Control & Security
  Users have role-based access, single sign-on, and control over API keys to keep data safe and manage costs.
• Decision Log & Rationale
  Record investment decisions with linked research and notes to understand why choices were made.
• Process Health Monitoring
  See real-time updates on research status, thesis, and checklist progress.
• AI Powered Research Management
  It uses AI to help manage and improve your investment research process.

Calibre Benefits

• ESG Integration
  You can bring all your ESG data together, making it easier to analyze and understand your impact.
• Portfolio Insights
  It gives you a clear view of your investments, helping you make better decisions.
• Team Collaboration
  You can share and work together with your team easily, which improves communication and teamwork.
• Customizable Dashboards
  You can set up dashboards that fit your needs, making it simple to access important information.
• Active Ownership Tracking
  CalibreRMS helps you keep track of your engagements and voting, ensuring your actions align with your goals.
• Streamlined Research Process
  CalibreRMS helps you save time by making it easy to capture and organize your research.

Who should use Calibre?

• Analysts
  Analysts can save time and make their research work easier with CalibreRMS.
• ESG Specialists
  ESG specialists can bring all their ESG data together and track their work more easily.
• Portfolio Managers
  Portfolio managers can see all their team's research to help make better investment choices.

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