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Cutter Associates Technology Forums
Boston, MA
Oct 6-7, 2008
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Tamale RMS® does not replace your applications and programs. Instead, it integrates and unifies the information received via disparate sources. The result — all your information in one place, and a powerful way to analyze your research.

Tamale RMS® is a software solution that helps investment professionals easily manage and access all the information related to a particular investment idea. It can also enhance collaboration among groups and offices. Tamale RMS does this by making it easy to store all of a firm's data in one place; to organize it around the investment processes and preferences of a firm; and then access and retrieve it in a multitude of ways.

Tamale RMS is a Research Management Solution that builds on the functionality of common desktop applications such as Outlook®, and introduces new capabilities to meet the requirements of portfolio managers, analysts, and their firms. Tamale RMS operates seamlessly with Microsoft Outlook, Word®, Excel®, PowerPoint®, Adobe Acrobat® and Internet Explorer®; it does not replace them.

Easy to Use
Investment professionals save their meeting notes, e-mails, contact information, models, investment theses, proprietary research, calendar events, broker research, and news to Tamale RMS. Information is saved by simply clicking the deposit button on the Tamale® toolbar that appears in Microsoft Word, Excel, PowerPoint, Adobe Acrobat, Internet Explorer and Outlook. Analysts and portfolio managers can retrieve information in a variety of ways including ticker symbol, portfolio name, investment theme, source, sector, and country. And of course, all content in Tamale RMS is fully searchable.

Tamale RMS® helps:

analysts switch between investment ideas, quickly retrieve their information, and regain their focus.

portfolio managers stay current on the firm's activity and view internal research in real time.

investment professionals retrieve all the information on a ticker or topic with one click of their mouse.

investment professionals easily access all of a firm's research-related information.

groups, offices, and investment professionals collaborate on investment opportunities.

funds make more informed investment decisions.

make the research process and workflow of investment professionals more efficient.

maintain intellectual property.


 

1700 investment professionals.

Over 120 firms, including Tudor, Glenview, and Highline.

Hedge funds, traditional asset management funds, endowments, foundations, funds of funds, and private equity firms.

Over 10% of $1B+ hedge funds.

Analysts, portfolio managers, and traders.

Funds employing various strategies across all asset classes, including equity, fixed-income, credit, event-driven, macro, and distressed.

Funds with 150 investment professionals and funds with just two analysts.