Qualitative data is often what gives a firm an edge in the investment process and helps the firm differentiate itself in the marketplace. Qualitative data is often the most varied data set in any organization.
- Narratives about the firm (overview, ownership, etc.), strategies and products (philosophy, process, team, etc.) as well as people (name, photographs, bios, etc.).
- Disclosures that are required by regulators.
- Explanations about your investment activity such as purchases/sales, contributors/detractors, etc.
The Assette platform includes a robust database to manage all qualitative data, including automatic versioning and approval workflows. You may use Assette to store this data, manage the data in a digital asset management (DAM) or similar system (or even Excel) or mix of both. If you use external system, then Assette interfaces with this data on-the-fly.