If you’re an investment consultant, the challenge isn’t a lack of research, but rather that too much of it is trapped in silos.
Across teams—from consultants and analysts to operational due diligence and risk—intelligence is fragmented. Everyone is working hard, but vital insights don’t always come together. The result? Even the most diligent investment professionals make recommendations without the full picture, risking missed signals, overlooked red flags, and suboptimal outcomes for clients.
In today’s environment of rising fiduciary responsibility, transparency, and performance demands, that risk is too high to ignore.
Siloed research leads to missed signals
From redemption terms buried in legal docs to fee nuances found only in NAV audits, vital signals often live in one team’s notes and never make it into the final investment committee discussion. These missed connections don’t just delay insights; they also skew outcomes.
Imagine this:
- The legal team flags a gating clause.
- Ops notices a spike in Level 3 assets.
- The analyst sees liquidity on paper, but not in practice.
If these signals aren’t shared and synthesized, the committee may greenlight a fund that’s riskier than it seems. When liquidity freezes eight months later, the result can be surprising and damaging to client trust and firm credibility.
It’s inefficient and risky
While it’s tempting to focus on productivity (and yes, time is wasted hunting for information), the real cost of siloed intelligence is judgment. When data isn’t centralized or contextualized, good decisions are compromised.
And as expectations for more transparency, accountability, and speed from asset owners rise, consultants are under pressure to deliver answers they can defend.
The solution: Connected intelligence
A modern Research Management System (RMS) does more than store files. It eliminates silos by connecting:
- Qualitative and quantitative inputs
- Communications and due diligence
- Portfolio monitoring and risk flags
When your research, interactions, and documents are unified, you gain the full picture—faster and smarter.
Don’t let silos sabotage smart decisions
Investment consultants bring immense value. But that value is only as strong as the intelligence they’re working with. When silos block insight, it’s more than just a workflow problem; it becomes a risk to your clients and your outcomes.
Backstop helps leading investment consultants break these silos so insights flow, decisions improve, and confidence grows—on your team and with your clients.
Learn how leading consultants are connecting siloed research and making smarter decisions.
Download the info kit to see how Backstop helps.
