REPORT

Buy-Side Programmatic Research Infrastructure and Tooling

As datasets grow and workflows become more complex, programmatic research infrastructure — the automated, data-driven systems behind today’s investment analysis — is becoming more essential than ever before. Buy-side firms are increasingly centralizing these tools to enhance efficiency, control costs and strengthen cross-team collaboration, while also navigating heightened demands around risk management, data governance and compliance.

This report examines the latest developments and future outlook for buy-side firms’ programmatic research infrastructure, based on interviews with 66 investment professionals across the US, UK and Europe.

Key report highlights:

  • 44% see reducing platform complexity and cost as the top opportunity for improvement in the next 12–24 months
  • 50% of respondents say the biggest challenge in managing and scaling programmatic research is managing multiple vendors
  • The vast majority of portfolio managers and analysts report being supported by their programmatic research infrastructure, while risk and compliance teams lag behind
Buy-side programmatic research infrastructure and tooling

Download the report now to see the latest trends and insights shaping buy-side programmatic research.

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