Calibre Financial Technology | CalibreRMS
Stephen Latham currently serves as Chief Operating Officer at Calibre Financial Technology since January 2020. Prior experience includes roles as Chief Operating Officer for the Life & Investments business at Zurich Financial Services Australia from January 2009 to March 2014, where responsibilities included overseeing an Operations Team with 150 members and managing a $12M budget. Additionally, Latham held the position of Chief Operating Officer for Zurich's Investments division, leading teams with 35 members and a $5M budget, and earlier served as Head of Product at Zurich Australia Investments from June 2005 to December 2008, directing a product team with a budget of $3M.
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Calibre Financial Technology | CalibreRMS
Calibre is a FinTech that created and constantly enhances a suite of purpose-built Research Management System (RMS) tools for institutional active equity asset managers. CalibreRMS is the culmination of 20 years of experience working with leading asset managers to provide a purpose-built solution to empower investment teams to achieve their investment goals. It brings together a suite of tools to solve common problems around company, ESG and thematic research, stewardship, portfolio insights, and the systematising of your investment process. Calibre’s Research Management System helps active managers incorporate internal and external ESG data as well as tracking company issues, engagement and proxy voting, making it easy for funds to show they’re meeting their ESG requirements. Our system also integrates with the top financial data vendors so you can have all the data you need at your fingertips. Calibre RMS helps equity analysts and portfolio managers consolidate, model, analyse and collaborate on their research and investment decision-making for competitive advantage. With Australian-based support and development teams, Calibre is known throughout the industry for its equity domain-specific expertise, highly customised solutions and excellent support. Calibre’s FinTech roots and mature SaaS-based capabilities drive our continuous innovation to meet the evolving needs of our diverse clients. The top global institutional investment firms already rely on CalibreRMS to manage their investment process, shouldn’t your business too?