Case Study: Signature Global Asset Management achieves faster research access and improved team collaboration with SS&C Advent’s Tamale RMS

Signature Global Asset Management - Customer Case Study

Signature Global Asset Management, a Toronto-based division of CI Investments, was struggling with a rapidly growing volume of research—slide decks, meeting notes, broker reports, emails and voicemail—that lived in silos and stole analysts’ time. To spend less time processing research and more time applying it, the firm selected SS&C Advent’s Tamale RMS research management solution.

SS&C Advent implemented Tamale RMS as a central, point-and-click repository to capture, archive and retrieve documents by ticker, sector or topic, making deposit and retrieval much faster. The system reduced time spent managing and searching for information, fostered better collaboration across the investment team, instilled a more disciplined investment process, and helped Signature Global Asset Management get more value from its research spend; onboarding was quick with one-on-one support and training rated “10 out of 10.”

Signature Global Asset Management

Joe D'Angelo

Vice President and Portfolio Manager