In this client video, Emma Andrews, Manager of Business Analytics at NEPC, shares how the firm improved its investment research and analytics workflows using Backstop’s research management platform.

The challenge

NEPC’s consulting and manager research teams were working across spreadsheets and disconnected processes to track research activity, manage due diligence, and support client reporting. Collaboration was difficult and visibility across the research lifecycle was limited.

The solution

By implementing a centralized research management system (RMS), NEPC created a single source of truth for research data, pipeline tracking, and analytics workflows.

The impact

• Streamlined manager due diligence workflows
• Improved data accessibility across teams
• Reduced manual effort and operational friction
• More efficient delivery of insights to clients

Watch the video to learn how investment consultants can modernize research operations and replace fragmented processes with a connected investment research platform.