New regulations require investment managers to report engagement activities at the fund level. Achieving this is complex due to data quality issues, ticker variants, and mismatches with fund holdings. Castine offers an automated solution with ticker mapping and robust aggregation, streamlining ESG engagement reporting and saving significant time and effort.

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 streamline workflows and boost productivity.