Manager Research: Scoring Systems

Nov 2nd 2017 - by Hilary Wiek, CFA, CAIA

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Manager Research: Scoring Systems

Nov 2nd 2017 - by Hilary Wiek, CFA, CAIA

Editor's Note: We are thrilled to have guest author Hilary Wiek, CFA, CAIA, contributing. She has over twenty years of experience in the investment management arena and incredible depth in due diligence and investment research. Most recently, Hilary was Head of Global Equity at Segal Rogerscasey. Prior to that she was the Director of Public & Private Equity for the State of South Carolina Retirement Systems. Hilary graduated from the University o

The faces of Tacoma Tech Talent

Oct 17th 2017 - by Patrick Adrian, CFA

When we started RedQuarry we didn't really think very hard about the local labor market or our hiring needs in the years to come. We had the blinders on just building software and getting the first revenues booked! If pressed then (and today) we would offer that George F. Russell Jr. succeeded in Tacoma selling Russell Investments for over a billion dollars, so it must be possible. However, possible does not mean easy. Russell had to be creativ

A Survival Kit for Active Managers

Oct 1st 2017 - by Duncan Smith

Editor's Note: We are thrilled to have Duncan Smith guest blogging for us. Duncan is the longest active member of the investment management industry that we know of with a career spanning well over 50 years. Several of us were mentored by Duncan as young professionals through our association with Russell Investments. Duncan literally wrote the book on investment manager research at George Russell's request in 1996, just before the company sold to

Release Notes September 2017

Sep 30th 2017 - by Patrick Adrian, CFA

We’re very excited about the September release of RedQuarry. Groups Sharing research and data across firms is something everyone wants to do but typically find challenging to implement. We are doing a limited release beta feature we call Groups that allows RedQuarry clients to define and permission data sharing with partner firms (even if they aren't currently on RedQuarry). Links to Documents and Notes Now when you want to share a docum

Release Notes May 2017

May 31st 2017 - by Patrick Adrian, CFA

We’re very excited about the May release of RedQuarry. We moved the Web App into full production at https://app.redquarry.io App.redquarry.io The feedback from beta users on the web app has been extremely positive, and we are excited to offer the production version to all users. The major reason for the shift in direction away from the Windows App is faster development speed and better independence from specific operating systems and devic

Fiduciary and the Role of Technology

Apr 17th 2017 - by David E. Fred

There is no doubt – technology will become increasingly important to your ability to defend your fiduciary actions with your clients. Editor's Note: We are thrilled to have David E. Fred guest blogging for us. David is a 30 year financial services veteran with deep experience in due diligence and research with large broker/dealer and RIA platforms. He has been a rich source of insight to us as we continue to build technology to enhance the inv

Content Is King... Still

Apr 17th 2017 - by Patrick Adrian, CFA

You have likely heard the phrase Content is King, it is perhaps one of the earliest internet idioms. It has origins prior than the web, but was popularized most by Bill Gates in a 1996 essay where he describes in fairly accurate terms how distributed content through the web is going to change the world. Here is an especially good part: "I expect societies will see intense competition, ample failure as well as success in all categories of po

7 Most Expensive Words In Business

Mar 17th 2017 - by David E. Fred

Practice Management

“This Is How We’ve Always Done It.” Editor's Note: We are thrilled to have David E. Fred guest blogging for us. David is a 30 year financial services veteran with deep experience in due diligence and research with large broker/dealer and RIA platforms. He has been a rich source of insight to us as we continue to build technology to enhance the investment research landscape. Email David or LinkedIn Old processes die hard. Making an investment

How Software Can Help You Grow: Part 2

Mar 2nd 2017 - by Emmett Agnew

Practice Management

In Part 1 I discussed how software is often viewed as a disruptive threat, but there are potential benefits in viewing it as an opportunity. This post looks at how modern software solutions can benefit investment advisors. Staying Organized When investment documents and research notes are stored and managed in email inboxes and a simple network share drive, it can be a pain to stay organized as things change and your business grows. A modern re

How Software Can Help You Grow: Part 1

Mar 2nd 2017 - by Emmett Agnew

Practice Management

"Software is eating the world." So states the headline of a famous Wall Street Journal article penned in 2011 by Marc Andreessen, former co-founder of Netscape and influential venture capitalist 1. The power of software to transform and disrupt entire industries is even more apparent today, six years later. Just look at what Uber has done to the transportation industry, or what AirBnB has done to the hospitality industry. Niche Markets Even rel

4 Attributes Of A Skilled Analyst

Feb 16th 2017 - by Patrick Adrian, CFA

Practice Management

At RedQuarry we’ve spent the last few years focusing on building research technology, but the simple truth is that the secret sauce will always be the people. Technology can do a lot within and around the research process, but at the end of the day the foundation of successful organizations are the people and the teams doing the work. As we moved from practitioners to vendors in our own careers, we’ve had the opportunity to interact with and o

Release Notes December 2016

Dec 27th 2016 - by Patrick Adrian, CFA

Release Notes

We’re really excited about the December release of RedQuarry, which contains several new productivity enhancing features as well as behind the scenes work that will pave the way for 2017 and beyond. Note Importance Flag Highlight a note visually as important. Most of the time research notes are used to convey something useful or timely, such as quarterly performance updates. Other times there is a detail that is critical to the ongoing opini

What is an RMS and how does it help you?

Nov 7th 2016 - by Bryan Marable

Practice Management

We founded RedQuarry to answer one question, “Is there a simpler way to create, distribute, and consume research in our industry?” After launching our app and growing our platform to over $35 Billion in assets, the answer is absolutely YES! Gone are the days when network and local drives were the only choice for managing a firm's most important and valuable intellectual property. Yet, overall the asset management and advice industry is still b

RedQuarry Q3 2016 Highlights

Oct 12th 2016 - by Bryan Marable

Quarterly Reports

This past quarter RedQuarry made big leaps as a business and from a product perspective. Our platform continues to expand as our user base grows, our brand awareness has benefitted immensely from recent press, and our product releases have been strong and fast. What does all of this mean for you? An ever improving app to create, distribute and consume research! RedQuarry's cutting edge research management software is used by leading in

Release Notes September 2016

Sep 8th 2016 - by Patrick Adrian, CFA

Release Notes

We’re really excited about the September release of RedQuarry. This is the first update that was pushed out to users behind the scenes without any updates required. The new updates just magically appeared, the biggest update and release being the new Activity Monitor! Activity Monitor The most effective way to see your teams progress in RedQuarry. Real-time activity monitor in one simple view. Highlight contribution times. Overview of yo

Give your research process a facelift with LOGISTICS!

Aug 31st 2016 - by Bryan Marable

Most of us (even millennials) will know the famous slogan “What can brown do for you?”. It first came into circulation by UPS in the early 2000’s, coinciding with the dawn of online consumerism and the death of brick and mortar. Maybe we should adopt the slogan “What can red do for you?” RedQuarry is a part of a new era of logistics and technology innovation in investment research. The best part is this isn’t just for large firms with

3 Ways A Good RMS Boosts Sales

Aug 31st 2016 - by Bryan Marable

Practice Management

Rarely have research tools directly impacted the growth of an investment firm. Most often they are pure cost centers or at best check a competency box in an RFP. RedQuarry is the first tool of its kind to directly support the sales efforts within advisory firms. When it comes to demonstrating your internal research capability, empowering your team with the information they need, and fostering a collaborative approach there is no better aid than

Release Notes July 2016

Jul 20th 2016 - by Patrick Adrian, CFA

Release Notes

We’re really excited about the July release of RedQuarry. We’ve made some big changes behind the scenes in order to push future updates seamlessly. All of this along with enhancements to Note Editor, Packet Builder, and various bug fixes. Enhanced Note Editor Our new note editor adds many helpful features including: Enhanced styling Paste from Office & Web (excel charts too!) Spell Check Safe undo Robust image handling Many more! Dy

Knock knock. Who’s there? The Securities and Exchange Commission

Jul 5th 2016 - by Patrick Adrian, CFA

Practice Management

An SEC Examination is no joking matter for a Registered Investment Advisor. In a very real sense, everything a firm has worked for and hopes to achieve is on the line. The SEC regularly issues press releases when there is a breach of the Investment Advisors Act of 1940 ( “40 act” ), not to mention we all know bad news travels fast in the press and internet. Disclosure of violations is also required with all prospective clients and current clients

Tutorials: Move To

Jul 4th 2016 - by Patrick Adrian, CFA

Tutorials

Our fourth installment demonstrates how to move documents that have been incorrectly filed into the system. The goal of our entire document management feature set is to reduce time and clicks to achieve an outcome. In this case, drag and drop to the footer achieves this perfectly. RedQuarry's cutting edge research management software is used by leading investment firms around the world to manage their investment process, due diligence file

RedQuarry in the News!

Jun 7th 2016 - by Patrick Adrian, CFA

Press

Chris and Jared talk about why RedQuarry is in Tacoma, WA and offer it as an example of succeeding through unconventional wisdom. Top reasons for locating in Tacoma: We live here We spend more time building world class software while still balancing other life commitments. Long-term contribution from our employees is significantly higher by keeping burnout to a minimum. Competitive Advantage Low-cost of doing business creates advantages ove

Tutorials: Document Versioning

Jun 1st 2016 - by Patrick Adrian, CFA

Tutorials

Our third installment demonstrates the basic functionality of our document versioning feature. Unlike a shared folder where each document proliferates, in RedQuarry users can group like documents that simply have an new version. RedQuarry's cutting edge research management software is used by leading investment firms around the world to manage their investment process, due diligence files, documents, reporting, and research compliance.

Knowledge Management for Investment Teams...& Veterinarians

May 31st 2016 - by Patrick Adrian, CFA

Practice Management

Research Department vs. Your Veterinarian Here is a question for you: How can it be that your pet’s medical history is more thoroughly and consistently tracked by veterinarians than research at most investment firms? You can walk up to the front desk at your pet’s veterinarian and they can start reading back to you your animal's current status for immunizations, what happened during your last visit, what needs to happen today, or if the

RedQuarry appoints new leadership and software engineering talent

May 18th 2016 - by Bryan Marable

Press

Investment Research Technology Company Strengthens Key Resources and Announces New Initiatives MAY 18, 2016 – TACOMA WA – RedQuarry first launched its Software as a Service (SaaS) investment research technology in 2014. The firm is founded by research director veteran Christoffer Tinsley, CFA, CAIA and former Microsoft design and UX pioneer Jared Potter. RedQuarry’s blended heritage between technology and institutional investment research enab

Tutorials: Outlook Drag & Drop

May 5th 2016 - by Patrick Adrian, CFA

Tutorials

This is a continuation of our popular How-to Series where we share quick videos about RedQuarry features. Our second installment demonstrates the basic functionality of our drag and drop from Microsoft Outlook. In the video notice how this email has attachments that RedQuarry prompts you to save to the note if you want. Next the body of the email string is automatically brought in. You can edit anything you like at this point, or just click Sav

Tutorials: Drag & Drop

Apr 29th 2016 - by Patrick Adrian, CFA

Tutorials

The RedQuarry team is embarking on an on-going project to help highlight the functionality of our software! In this series we will post small, bite-sized videos and guides. Our first video demonstrates the basic functionality of our drag and drop from file explorer. If you master this little bit, then try selecting multiple documents at once for a bulk import. RedQuarry's cutting edge research management software is used by leading investm

Meet the New Faces at RedQuarry

Apr 6th 2016 - by Bryan Marable

Press

Our team is growing to better help you reach your goals. So we’d like to take a minute and introduce our new team members, Emmett Agnew and Patrick Adrian. Emmett Agnew Senior Software Developer for RedQuarry Emmett comes to RedQuarry with extensive knowledge and experience in both investment research and technology. As a research analyst for Filament, a leading independent investment advisor based in Seattle, Emmett was responsible

RedQuarry unveils Research Management System at IMPACT

Apr 11th 2014 - by Bryan Marable

Press

New research management system to change how firms capture, organize and share research across their organizations NOVEMBER 4, 2014 – DENVER CO – RedQuarry, a Seattle area financial software solutions startup, announced today their self-titled research management solution. The new software is an integrated suite that seamlessly retains a firm’s notes, opinions, and documents while enforcing consistency in the way information is stored and retrie