Research Management System

A Cohesive Workspace for Insight, Analysis, and Collaboration

The Research Management System (RMS) is the central hub for all qualitative and quantitative research, both internal and external. It gives analysts and portfolio managers one organized, transparent environment where models, notes, transcripts, KPIs, documents, and conviction inputs are captured, structured, and always connected to the rest of the investment process. It uses the latest natural language processing (NLP) technology to summarize, analyze and action your data within your platform.

RMS replaces shared drives, disconnected files, email chains, and inconsistent documentation with a system designed for investment rigor. Every insight is stored with context. Every update is captured with traceability. Every company and position carries a complete, well-documented research history.

RMS helps teams elevate the quality of their research from day one—building a stronger foundation for decision-making across the entire lifecycle of an idea.

A Complete View of Every Company and Every Insight

Centralize Everything in One Place

Analysts store notes, models, KPIs, transcripts, valuation frameworks, and qualitative commentary in a single workspace. RMS ensures nothing gets lost, buried, or siloed.

Maintain a Full Research Timeline

Every update—whether a model revision, new KPI, meeting note, transcript highlight, thesis, key takeaway, or PM comment—automatically becomes part of a company’s research history. RMS makes it easy to see how thinking has evolved over time.

Stay Aligned with Portfolio Needs

With Nexus connectivity, RMS updates flow directly into portfolio dashboards and sizing decisions. Portfolio managers never have to ask, “Has there been anything new on this name?” The latest research is already there with dynamic metrics updated in real time, a feature unique to EDS.

Enhance Collaboration Across the Team

Comments, updates, shared notes, and notifications allow analysts and PMs to communicate seamlessly around ideas and positions. Teams stay aligned without switching tools.

My Company Dashboard

Key Capabilities

Centralized research inbox for qualitative insights
Structured research grid for models, KPIs, and valuation inputs
Outlook, Excel, and Word plug-ins for frictionless capture
Company dashboards with real-time updates
Version control, audit trails, and transparency
Integration with Idea Generation, ESG, Portfolio Construction, and Risk
Analyst and PM visibility into coverage, updates, and changes
Configurable fields to match each firm's process and philosophy
AI-powered auto-tagging
Read-write access on-the-go and away from your desk with the mobile app

Why RMS Matters

Transparency Across the Entire Team

Analysts, PMs, and risk teams access the same structured intelligence. Research becomes consistent, accessible, and actionable.

Better Decision-Making with Complete Context

PMs see the latest research alongside exposures, performance, and risk—supporting faster, more informed decisions.

Stronger Research Discipline

With clear structure, teams maintain a repeatable approach to documentation, valuation, and company monitoring.

More Efficient Research Workflows

Analysts spend less time organizing information and more time analyzing it.

Research Directly Connected to Outcomes

Because RMS sits inside Nexus, research directly influences sizing, risk, and attribution, creating a transparent feedback loop.

Use Cases

Analysts preparing company updates ahead of PM meetings
Teams synchronizing models and KPIs for earnings season
PMs reviewing notes and targets before adjusting sizing
Firms improving transparency for IC meetings
Multi-analyst teams coordinating coverage across sectors

Explore the Research Suite

Discover how RMS connects to the full Research Suite for a complete research management workflow.

Learn More

See How RMS Strengthens Your Research Workflow

Frequently Asked Questions

What does the Research Management System include?

It includes company dashboards, research grids, a research inbox, KPI tracking, transcript capture, analysts commentary and audit trails.

How does RMS improve research organization?

All notes, models and documents are centralized, searchable and linked to portfolio context.

Can RMS integrate with Outlook or Excel?

Yes. RMS supports plug-ins for Outlook, Excel and Word.