Research Suite

Modernizing Front-Office Research for Fundamental Investors

The Research Suite gives investment teams a connected, transparent system for idea generation, research management, and ESG analysis. It replaces disconnected notes, fragmented documents, scattered spreadsheets, and inconsistent workflows with a unified research environment that strengthens insight, collaboration, and conviction.

Purpose-built for fundamental investors, the Research Suite enables analysts and PMs to work from shared content, maintain a disciplined research process, and ensure every idea, model, KPI, and qualitative observation flows cleanly into portfolio decisions.

With the Research Suite, research becomes more organized, more discoverable, and more actionable.

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A Connected System for the Entire Research Workflow

Idea Generation Flows Directly into Research

Ideas sourced from screens, signals, or ranking frameworks can be evaluated, prioritized, and moved into deeper research workflows without losing context. Every idea begins with structure and traceability.

Research Becomes Centralized and Searchable

Models, notes, transcripts, KPIs, documents, valuation frameworks, and analyst insights are captured and organized in one place. Analysts can see the full history of their coverage lists, and PMs have immediate visibility into the latest thinking.

Nexus Included — The only RMS that takes you from ideas to the portfolio management

The Research Suite includes the Nexus platform, ensuring research data flows into portfolio construction, risk analytics, and performance attribution.

ESG Insight Is Embedded in the Workflow

ESG data overlays appear naturally across research dashboards, company pages, and portfolio views. Teams evaluate sustainability metrics and risk factors alongside financial analysis.

Why the Research Suite Matters

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My Company Dashboard

Transparency for Analysts and PMs

Teams no longer rely on email chains, shared drives, or disconnected files. Everyone sees the same research in context.

Repeatability and Process Quality

The Research Suite enforces structure—helping teams maintain a disciplined and documented research process.

Stronger Collaboration

Analysts can easily communicate updates, and PMs can quickly see the latest models, signals, and insights across coverage lists.

Faster, Clearer Decision-Making

With complete visibility into all research inputs, PMs move faster and with greater conviction.

Direct Integration with Portfolio and Risk Workflows

Research does not stay siloed. It directly informs sizing decisions, risk evaluation, and attribution analysis inside Nexus.

Use Cases

  • Analysts comparing updated estimates against team expectations
  • PMs reviewing recent research for upcoming rebalance decisions
  • Teams preparing for investment committee reviews with complete company histories
  • ESG analysts monitoring sustainability risk across holdings
  • Funds standardizing research processes across teams or geographies
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Fusion AI

Explore the Workflows

Idea Generation

Discover how to source and validate investment ideas systematically.

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Research Management System (RMS)

Centralize and organize all research in one collaborative workspace.

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ESG Analytics

Integrate ESG insights directly into your investment process.

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See How the Research Suite Strengthens Your Investment Process

Discover how the Research Suite can modernize your research workflow and strengthen collaboration across your investment team.

Frequently Asked Questions

What is included in the EDS Research Suite?

The Research Suite includes Idea Generation, the Research Management System (RMS), and ESG Analytics—providing a connected workflow for front-office research.

How does the Research Suite help analysts?

It centralizes notes, models, KPIs, transcripts and signals into one collaborative workspace, improving transparency and reducing manual work.

Can the Research Suite support our existing research process?

Yes. The suite is designed to configure around existing investment philosophies, analyst workflows and internal conventions.

Does the Research Suite integrate with portfolio tools?

Yes. All research flows into Nexus, connecting directly to portfolio construction, risk analysis and attribution.

How does the Research Suite improve collaboration?

Teams work in shared dashboards and structured research grids, making updates visible immediately across PMs, analysts and risk teams.

Ready to Strengthen Your Investment Process?

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