- Granular customisation and configurability, which can be easily configured by our investment team
- Holds both our fundamental / qualitative insights as well as quantitative data in a single place - everything from meeting notes to excel models, and trade checklists and ESG engagements
- Fully integrated ESG analysis and Engagement Tracking
- Stock level and portfolio level workflows
- Integrates many tier 1 third party data sources into our owrkflow Review collected by and hosted on G2.com.
We still need to use other systems for parts of our workflow - however this is reducing over time as CalibreRMS adds new features and third party integrations all the time Review collected by and hosted on G2.com.


