01
Understand A Company
Review approved statements, filings, transcripts, research, and events. Keep each statement linked to its source.
Investment Research And Portfolio Intelligence
Turn Investment Evidence Into Reviewable Portfolio Intelligence
Connect investment research, financial data, portfolio context, events, and human review. Mimasa helps teams search approved sources, analyse information, monitor change, and prepare decision-ready briefs.
Use AI agents to organise evidence and repeatable work. Keep every investment, risk, allocation, and trade decision with authorised professionals.
Ask a question | Gather evidence | Compare investments | Monitor events | Prepare review
Research Questions
Begin With The Investment Question
Good research starts with a defined question. It should not begin with an AI-generated conclusion.
02
Compare Investments
Apply consistent fields, periods, definitions, and assumptions. Show missing or non-comparable information.
03
Explain Portfolio Change
Connect performance, exposure, risk, position, and event information. Separate measured facts from interpretation.
04
Monitor An Investment Thesis
Track configured indicators against an approved thesis. A signal prompts review, not an automatic trade.
05
Prepare A Committee Review
Assemble sources, analysis, questions, risks, scenarios, and prior decisions for authorised review.
Mimasa helps teams research and review. It does not tell people what to buy or sell.
Definition
What Is Investment Research?
Investment research gathers and analyses information about companies, securities, markets, sectors, funds, or other approved investments.
The work can include statements, filings, transcripts, licensed research, news, market information, portfolio data, and internal views.
Mimasa connects this evidence with analysis and workflow. Investment teams remain responsible for methods, conclusions, and decisions.
Evidence Stack01 02 03 04 05
Build A Source-Grounded Research Workspace
Reported Information
Approved filings, statements, and company reports, labelled by entity, period, date, and source.
Spoken And Narrative Information
Authorised earnings calls, presentations, and commentary, with each speaker statement kept distinct from verified facts.
External Research And News
Licensed research, approved news, industry information, and market sources with attribution and access rules.
Portfolio Context
Permitted holdings, exposures, benchmarks, risk measures, prior decisions, and monitoring rules.
Internal Judgement
Analyst notes, assumptions, questions, approvals, and committee outcomes kept separate from source facts.
This structure supports financial research without weakening evidence standards.
Equity Research
Make Equity Research Easier To Review
Equity research can involve company performance, financial position, commentary, industry conditions, risks, and valuation inputs.
The system can prepare a first analysis. An analyst confirms its interpretation and relevance. Price targets or recommendations stay within authorised internal sources and permissions.
01Company and security identifiers
02Selected reporting periods
03Source-linked financial data
04Key disclosures and management statements
05Analyst-defined metrics and assumptions
06Peer or historical comparisons
07Material events and open questions
08Risks and conflicting evidence
09Internal notes and review status
10Links to the final research output
Financial Analysis
Analyse Financial Statements Without Losing Their Context
Financial statement analysis software can calculate ratios and trends. Useful research also preserves period, accounting basis, units, currency, restatements, and source notes.
- Extract configured values from approved reports
- Map periods and financial labels
- Calculate authorised metrics
- Compare reported periods or companies
- Flag missing, inconsistent, or restated information
- Link outputs to the source page or table
- Prepare questions for analyst review
Investment analysis may combine this evidence with approved methods. AI financial analysis can draft an explanation, but it must not invent a cause.
Transcript Workspace
Use Earnings Call Analysis As One Source
Earnings call analysis can surface statements, recurring topics, guidance changes, questions, and business drivers.
- 01Speaker and role
- 02Exact authorised transcript passage
- 03Topic and related company metric
- 04Current and previous statement comparison
- 05Analyst note or question
- 06Source and event date
A summary retains attribution and links to the passage. Tone alone cannot support an investment conclusion.
Event Radar
Turn Financial News Analysis Into A Reviewable Event Radar
Financial news analysis has the highest reported volume in the supplied research. Its keyword difficulty is 100, so it supports the page rather than leading it.
01
Collect
Receive permitted news and event data from approved sources.
02
Match
Connect the event with the correct company, security, sector, theme, or exposure.
03
Classify
Apply configured event types and relevance rules. Show uncertainty and ambiguity.
04
Add Context
Retrieve related filings, financials, prior events, notes, and portfolio information.
05
Review
Route the event to an authorised analyst for interpretation.
06
Record
Preserve the source, date, review, decision, and next monitoring step.
News sentiment does not predict price direction. An event is evidence for review, not an automatic trade signal.
Portfolio Lenses
Create Portfolio Intelligence From Connected Evidence
Portfolio intelligence connects approved portfolio information with research, events, performance, risk, and workflow status.
Lens 01
Performance Lens
Approved return and contribution measures by period, portfolio, strategy, asset, or another permitted dimension.
Lens 02
Risk Lens
Authorised risk, concentration, exposure, and scenario measures with method and date visible.
Lens 03
Event Lens
Material filings, news, earnings calls, internal reviews, and configured monitoring events.
Lens 04
Workflow Lens
Open research, pending reviews, overdue tasks, decisions, and reporting status.
Each lens supports drill-down. A complex portfolio should never become an unexplained score.
Monitoring Board
Make Portfolio Monitoring A Review Workflow
Portfolio monitoring tracks configured investment, risk, performance, event, and workflow information over time.
Portfolio performance monitoring links approved measures to the relevant period and method. It never promises future results.
Where sources update at different times, the delay stays visible.
01Investment or portfolio identifier
02Monitoring rule or question
03Current and prior period
04Source and refresh time
05What changed
06Materiality or priority rule
07Assigned analyst
08Evidence and open questions
09Review decision
10Next monitoring date
Software Evaluation
Compare Portfolio Monitoring Software By Evidence And Action
Portfolio monitoring software should explain why something changed and what review follows.
Investment monitoring software may already own positions or records. Mimasa adds intelligence and orchestration around connected systems.
- Connect authorised portfolio and research sources
- Preserve entity and security mappings
- Show source, period, method, and refresh status
- Monitor configured events, measures, and rules
- Distinguish an alert from an investment conclusion
- Link portfolio views to investment evidence
- Route research and review tasks
- Preserve analyst overrides and comments
- Produce committee and management reports
- Apply role-based access
Portfolio Analytics
Use Portfolio Analytics To Compare What Matters
Portfolio analytics can compare performance, exposure, concentration, risk, attribution, and other approved measures. Each needs a defined method and period.
Portfolio analytics software may calculate specialist measures. Asset management analytics can add strategy, mandate, fund, client, or operating views where permitted.
| Analytical Question | Required Context | Control |
|---|---|---|
| What drove portfolio change? | Period, holdings, flows, prices, method, and benchmark | Confirm source and calculation basis |
| Where is exposure concentrated? | Entity, sector, geography, currency, theme, or factor | Use approved classifications |
| Which events affect holdings? | Entity links, source dates, relevance rules, and portfolio mapping | Analyst confirms relevance |
| How did the portfolio compare? | Approved benchmark, period, and return method | Avoid unsupported performance claims |
| What needs review? | Materiality rule, questions, task owner, and deadline | Human review before action |
Risk Analytics
Explain Portfolio Risk Analytics Carefully
Portfolio risk analytics uses approved measures to understand risk, exposure, concentration, or scenario effects.
Investment risk analytics can flag threshold proximity, selected risk contributors, scenario changes, stale inputs, and reviews awaiting an owner.
Results show their method, date, assumptions, and coverage. They are not certain predictions.
Buyer Checklist
Evaluate Investment Risk Analytics Software
Investment risk analytics software is the lowest-difficulty commercial opportunity in the supplied research.
Use approved positions, classifications, inputs, and methods
Show data coverage and freshness
Retain the calculation date and horizon
Compare portfolios or scenarios consistently
Explain concentration and exposure views
Link results to holdings and source inputs
Flag limit or data exceptions
Route risk reviews and approvals
Preserve overrides and decision history
Separate measurement from investment action
Portfolio risk analytics software can supply specialist measures. Mimasa connects approved outputs without replacing a validated risk engine.
Attribution
Keep Portfolio Attribution Analysis Method-Aware
Portfolio attribution analysis explains performance through an approved method. Results change with benchmark, classification, period, currency, and approach.
Mimasa can ingest an approved output or apply a configured, validated method. It can prepare commentary linked to supporting data.
Attribution does not prove manager skill or predict future performance.
Keep This Context Visible
Portfolio and benchmark
Reporting period
Attribution method
Data and classification coverage
Currency treatment
Material contributions
Analyst explanation
Review and approval status
Research Tools
Compare Investment Research Software By Workflow Depth
Investment research software should move from a question to evidence, analysis, review, and a reusable record. Useful investment research tools preserve that chain instead of returning an unsupported answer.
Investment analysis software often focuses on calculation, screening, or modelling. Mimasa adds document intelligence, portfolio context, agents, and controlled workflows.
Search only authorised sources
Preserve citations and publication dates
Compare documents or companies consistently
Keep facts separate from AI summaries
Define approved calculations and assumptions
Connect research with portfolio context
Monitor events and route reviews
Preserve analyst notes and decisions
Prepare committee briefs and reports
Respect licensing and retention rules
Connected Platform
What Should An Investment Analytics Platform Connect?
An investment analytics platform should connect data, methods, evidence, and decisions without becoming a black box.
- Holdings, positions, transactions, and portfolio structures
- Financial statements and company filings
- Earnings calls and presentations
- Licensed research and approved news
- Authorised market, benchmark, risk, and reference data
- Internal analyst notes and investment theses
- Models, scenarios, and approved measures
- Committee packs, decisions, and review dates
- Tasks, alerts, approvals, and reporting workflows
Mimasa orchestrates authorised sources where rights and integration are configured. It does not supply every underlying data set.
Shared Definitions
Use Financial Data Analysis Tools With Shared Definitions
Financial data analysis tools are useful when teams understand the data behind each result.
Mimasa can standardise authorised inputs and preserve lineage across questions, dashboards, and reports.
Original and prepared values
Source and reporting period
Entity and security mapping
Currency and unit treatment
Formula or approved method
Missing and conflicting data
Reviewer and version
Report Builder
Automate Portfolio Reporting Without Automating The Opinion
Portfolio reporting automation can collect approved information, refresh tables, prepare charts, draft commentary, and route review. It cannot invent explanations or remove sign-off.
01
Select The Report
Choose the portfolio, audience, period, template, and approved measures.
02
Gather Evidence
Retrieve authorised holdings, performance, risk, events, research, and workflow status.
03
Prepare The Draft
Build tables and charts. Draft commentary from available evidence.
04
Review Differences
Highlight missing inputs, changed definitions, variances, and unsupported statements.
05
Approve And Publish
Route the report to authorised reviewers and permitted channels.
06
Preserve The Record
Keep the source snapshot, version, comments, approval, and final output.
Committee Brief
Build An Evidence-Linked Investment Committee Brief
Use a modular brief builder instead of a long document preview.
AI can prepare the first draft. An authorised professional owns the final content and recommendation.
The system preserves the sources used at the time of review.
- 01Research question and decision required
- 02Investment and portfolio context
- 03Source-linked facts
- 04Financial and operating analysis
- 05Risks, exposures, and scenarios
- 06Material events and thesis changes
- 07Conflicting evidence and open questions
- 08Analyst view and assumptions
- 09Previous decisions and follow-up
- 10Required reviewers and approval status
Purpose-Specific Agents
Coordinate Research With Purpose-Specific AI Agents
Research Retrieval Agent
Searches authorised documents, data, research, and news. It returns sources with the answer.
Financial Analysis Agent
Applies configured calculations and comparisons. It exposes methods, inputs, and missing information.
Event Monitoring Agent
Watches approved sources for configured events and routes relevant changes to an analyst.
Portfolio Intelligence Agent
Connects research with permitted holdings, exposures, performance, risk, and prior reviews.
Reporting Agent
Prepares a brief, report, or presentation from approved information and requests review before publication.
Each agent needs approved sources, defined methods, role and tool permissions, confidence thresholds, completion rules, human review, and an audit history.
Build Governed AI AgentsGovernance
Govern Investment Research And Portfolio Workflows
Investment data and research can be sensitive, licensed, and market-moving. Access and action need clear control.
Role-based access to sources, portfolios, agents, and actions
Governed datasets and reusable definitions
Source-linked extraction and analysis
Reviewable data snapshots
Separation of facts, summaries, opinions, and decisions
Approval checkpoints before distribution
Tool limits for every AI agent
Logs of material searches, changes, reviews, and actions
Cloud, private-cloud, and on-premises deployment
The organisation remains responsible for data rights, research policy, regulation, governance, and decisions. Mimasa does not guarantee compliance.
MeasurementExplore Visualisation And Dashboards
Measure Research And Workflow Quality
Operational measures show process quality. They do not prove investment performance.
Source coverage and freshness
Research questions awaiting an owner
Material statements with citations
Missing or conflicting evidence
Events reviewed and dismissed
Portfolio reviews completed against schedule
Monitoring alerts awaiting review
Analyst changes to AI summaries
Report sections awaiting evidence
Committee packs awaiting approval
Reopened research items
Workflow failures and overdue tasks
Controlled Rollout
Implement One Research Workflow At A Time
Start with one question, source set, analyst group, and output. Expand only after controls work as intended.
Design Governed Agentic Workflows01
Define The Research Question
Choose one repeatable question, approved source set, analyst group, and output.
02
Confirm Data Rights
Document access, licensing, retention, citation, and distribution rules.
03
Standardise The Context
Map companies, securities, portfolios, periods, currencies, metrics, and definitions.
04
Design Human Review
Define what AI may retrieve, calculate, summarise, monitor, and draft.
05
Test Difficult Evidence
Test stale reports, conflicts, restatements, ambiguity, missing periods, and unsupported claims.
06
Release And Monitor
Review citations, analyst corrections, missed events, access failures, and adoption.
07
Expand From Verified Results
Add portfolios, sources, methods, and outputs after validating the current scope.
Why Mimasa AI
Why Investment Teams Use Mimasa
Research Connected To Sources
Move from a summary to the document, data point, passage, date, and method.
Portfolio Context In One Workflow
Connect company research with approved holdings, exposure, performance, risk, and prior decisions.
Events Become Reviewable Work
Route changes with evidence, questions, ownership, and deadlines.
AI With Defined Authority
Use agents for retrieval, analysis, monitoring, and drafting while professionals control conclusions.
Reports With Review History
Preserve the evidence snapshot, draft changes, approvals, and final output.
Flexible Deployment
Operate in cloud, private-cloud, or on-premises environments according to enterprise needs.
Connected Context
Research Around Authorised Systems
Mimasa is an intelligence and workflow layer. It is not an investment adviser, broker, trading platform, portfolio accountant, market-data provider, or research publisher.
Related Workflows
Related Financial-Services Workflows
Treasury And Cash Intelligence
Connect cash positions, forecasts, scenarios, and treasury review.
Financial Reconciliation Automation
Match financial, investment, cash, and settlement records.
Private Equity Due Diligence
Connect deal materials, evidence, review findings, and portfolio-company information.
Wealth Management Intelligence
Adviser preparation and governed client communication.
Financial Audit And Control Testing
Evidence, configured controls, and tracked findings.
Frequently Asked Questions
Clear answers about investment research, portfolio intelligence, monitoring, reporting, evidence, and human control.
Get Started
Turn Investment Information Into Reviewable Intelligence
Connect approved research, financial data, portfolios, AI agents, reports, and human review. Start with one defined research workflow.