Castine

Insights and news

Analysis, news, and podcasts from the Castine team, on the market it works in every day: commission management, CSA services, research payments, and trader compensation.

20 items

TopicRMSClear

Audience
Castine RMS, research management system, investment management

Insight

Castine RMS – Doing What it Takes to Simplify Investment Management

Many professionals struggle to quickly find internal research, especially in investment management, where data is often disorganized and spread across multiple systems. The complexity of managing numerous issuers, securities, and identifiers adds to this challenge. To address this, Our Research Management Solution offers features like enhanced issuer search, unified content aggregation, customizable data fields, seamless MS Office integration, and advanced data tables, all designed to…

  • Asset Managers
Castine's Acquisition of ResearchPool - A Conversation with the Decision Makers
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Podcast

Castine's Acquisition of ResearchPool - A Conversation with the Decision Makers

In this conversation, the decision makers on the ResearchPool and Castine teams talk about how this acquisition came to be. Pedro Fernandes, the CEO of ResearchPool, Tom Smith, Castine's EVP of Sales, and Robin Hodgkins, Castine's President discuss how the two companies came together, each of their business models, and how the combined solution will benefit the global market for research management, budgeting, and payment services using commission management / CSAs. ResearchPool's Research…

  • Asset Managers
Stuart Howard - Global Head of Research Relationships at Invesco Ltd
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Podcast

Stuart Howard - Global Head of Research Relationships at Invesco Ltd

In this conversation we meet Stuart Howard, the Global Head of Research Relationships at Invesco Ltd. Stuart is responsible for managing the research relationships that Invesco uses to add value to the investment decisions that the firm and its team members make. As such, Stuart has a unique view of the research space, how it has evolved during covid, and where it is headed in 2023 and beyond. His background in auditing, analysis, client reporting and operations has led to where he is now, as…

  • Asset Managers
Pedro Fernandes - Founder and CEO of ResearchPool
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Podcast

Pedro Fernandes - Founder and CEO of ResearchPool

In this podcast we meet Pedro Fernandes. Pedro is the founder and CEO of ResearchPool, which provides workflow management tools, research discovery, and ESG meeting and interaction management to asset managers worldwide. ResearchPool's products are also used by the sell-side to monetize research, monitor consumption, expand distribution, and help with compliance issues around MiFID II. We discuss how ResearchPool was formed and some of the interesting opportunities that have come their way as…

  • Asset Managers

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