Research drives the trading bus. So much so, that asset managers are rapidly implementing dedicated research management platforms as the push to automate investment team workflows expands across the front-office, according to results from the 2020 Investor Survey: Modernizing Research Management report, published today by MackeyRMS.

Of the larger asset managers that participated in this survey, 39 percent said that their firm implemented a third-party research management platform to enable their team to work from anywhere. Only improved workflow efficiency (50%) and better data security (44%) ranked higher. Similarly, 32 percent of respondents from funds managing $20 billion or more said the need for full-featured mobile usability was a major trigger for implementing a third-party platform.

The 2020 Investor Survey was commissioned by MackeyRMS, the leading provider of research management technology for actively managed investment portfolios; and conducted by Market Measurement, an independent market research and consulting firm. A total of 100 interviews were conducted with investing, technology, operations and compliance professionals in the asset management industry to assess their views and plans for improving internal research management processes.