Investment Research

Investment Research in the Digital Age

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Quark Investment Research Reporting Solution

Delivering the right information to the right client at the right time will shape your customer’s experience. The Quark Investment Research Reporting Solution is a tightly integrated set of software components that brings research reporting to the digital age. By moving from a traditional to a dynamic publishing approach, costs are reduced and the process is streamlined to enable personalized, interactive and timely research opinions from a single source of content.

Top Features

Create Up-to-the-minute Research Opinions and Advice

Instant Multi-Channel Publishing

Automate research reports to be assembled with the appropriate sizing, formatting, personalization and interactivity for each client and their preferred media. Then publish instantly to print, PDF, email, Web content, HTML5, tablet and smartphone apps as well as third-party content aggregators.

Integrates Local, Remote and Offshore Analysts

Whether planned or crisis-driven, returning from a local client meeting or on assignment abroad, analysts can easily and securely author narrative content. Remote analysts can collaborate with office-based colleagues since all analysts and stakeholders are fully integrated into the review and approval processes, irrespective of their location.

Advanced Authoring Capabilities

With a range of authoring options including Microsoft Word, Web-based and mobile users benefit from a rich desktop writing environment and lightweight tools for analysts on-the-go. Financial report writing is made more efficient by empowering analysts to no longer spend time on formatting or error-prone copy and paste routines, but instead create reusable, structured content. On-demand previews enable authors to publish research opinions with confidence by seeing how they will look in each conceivable media, from PDFs to Interactive tablet apps.

Automation of Routine Editorial Tasks

Editorial review is a necessary step in the research publishing process, typically handled through one or more labor-intensive steps. Quark’s advanced content structuring technology reduces repetitive editorial effort through automated rule-based content scanning. Now, supervisory analysts can confirm adherence to established corporate style guides as opposed to hunting for content violations. Free up the editorial process to focus on value-added edits and not recurring and tiresome corrections. Ensure that content adheres to the company’s style guide with word usage validation and content rules.

Richer Interactive Experiences

In addition to desktop and laptop computers, mobile adoption is exploding — the iPad, iPhone, Kindle Fire, Surface, Android tablets, smartphones, and hundreds more. PDFs are no longer good enough. With the Quark Investment Research Reporting Solution, analysts can include text, graphics, tables, charts, real-time financial information, videos, slideshows, podcasts and more to provide clients with richer, interactive investment research that’s appropriate for the device they’re using.

Easy Integration with Third-Party Platforms

The Quark Investment Research Reporting Solution uses the latest Web technologies to enable easy and secure integration with everything from Microsoft Excel to complex business infrastructures. Connect to third-party data services or distribute research to content aggregators using standards such as RIXML, as well as integrating with social media tools.

Research Personalization

Create and market content for specific target audiences in order to meet varying compliance requirements and information needs. Tag content that is intended for an individual, group or client (company level) and then automatically filter content during the publishing process to any media type. Narrative content can be identified at the phrase, sentence, paragraph or section level.

Component-Level Workflow and Content Lifecycle Control

Advanced content management capabilities track and manage text and rich media content at a component level. In the case of narrative content this can be down to an individual word level if required. Content components can be reused across multiple documents and media, replacing copy and paste and providing robust content lifecycle controls to ensure accuracy and compliance. Reporting provides real-time information on where all content components are currently being used and tracks when changes are made and who made them.

Automated Regulatory Compliance Checks

Traditional processes use manual techniques that leave too much room for error, slow down the publishing process and drive up compliance costs. With the Quark Investment Research Reporting Solution, research departments can automate routine tasks such black and gray list identification and any necessary disclosures. The accuracy of investment information can be assured, such as historical data and legal statements. Hidden compliance workflows can also be incorporated as required.

Content Security


Restrict editing rights on individual document components based on user access rights. Track version history of all content and see who edited what and when. Further, through component control and metadata assignment, entitlement rights can be managed at a very granular level. As research publishing moves from the monolithic PDF to the digital paragraph, security needs to be managed with much more precision and foresight. Quark’s component content management system is the ideal platform to enable research publishing content security with extreme flexibility. It also integrates with existing internal user authentication systems.

Interactive Charts and Tables

Integrate tables and charts with real-time financial data such as streaming stock information. Remove repetitive manual work by automatically creating graphically rich charts and info-graphics. Bring data to life with interactive charts and tables that clients can visualize and manipulate directly on their digital devices.

Social Media Linking

Leverage social media such as LinkedIn and Twitter to both source and publish research opinions. See what’s trending, be part of the conversation and connect clients with analysts all while staying on the right side of compliance requirements.

Rich Metadata

A customizable user interface enables analysts to easily associate required and optional metadata with a report. Metadata can also be automatically populated based on known information about an analyst and information contained within a report. By applying metadata down to an individual word level, a high degree of granularity can be attained for content reuse, indexing, search and search engine optimization (SEO).

Readership Tracking

Know what research and opinions interest each client and use this to drive content personalization and future research planning. By connecting content delivery to CRM systems you can not only see readership patterns but understand the needs of specific clients including which research is being consumed, the interest in interactive content, video consumption and more.

Professional Design Capabilities

Differentiate your research brand using all the rich functionality of award-winning professional page layout and design software. Research report templates benefit from WYSIWYG design tools, precision typography, advanced color management and interactive features for adding slideshows, video, and more to enhance your research products. Quark’s design templates, a unique feature, among all vendors, provide an ability to deliver research reports directly to smart, mobile devices all through automation.

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