Research Management Provider Adds Schroders to Client Roster as Growth Accelerates

BOSTON, MA – February 15, 2017 – Mackey LLC, the leading provider of highly automated and ultra-mobile research management software to the world’s top institutional investors, today announced that Schroders is deploying Mackey Research Management Software (MackeyRMS) to enhance internal research processes across its team of investment professionals.

Schroders is a global asset management company with £343.8 billion (€413.7 billion/US $459.6 billion) assets under management as at 30 June 2016.  Their clients are major financial institutions including pension funds, banks and insurance companies, local and public authorities, governments, charities, high net worth individuals and retail investors. With one of the largest networks of offices of any dedicated asset management company, they operate from 37 offices in 27 countries across Europe, the Americas, Asia, Middle East and Africa.  MackeyRMS will provide Schroders with a streamlined platform for the aggregation and organization of mission-critical notes, emails, and documents, and will bring improved usability and mobility to an already stellar suite of internal research tools. The automated MackeyRMS gives Schroders a real-time, highly configurable lens into firm-wide research processes across the multi-class, multi-currency complexities of the investment offering.

“We look forward to working closely with MackeyRMS to provide a best in class research management system for our investors,” said Chris Taylor, Head of Equities Management.

“Our team is thrilled to have Schroders as a client as we continue to expand our global footprint,” says Luis Castellanos, VP of Sales at MackeyRMS. “We are witnessing a growing need for SaaS-based research management solutions among the leading asset managers, and find ourselves uniquely positioned to help large firms achieve success when adopting RMS for the first time, or when converting from a legacy provider.”

About MackeyRMS

MackeyRMS ™ is SaaS-based research management software optimized for investment professionals. Highly automated and ultra-portable, MackeyRMS works with users’ existing devices and applications to aggregate and organize research content.



Lauren Herman
Caliber Corporate Advisers
(952) 221-4615


Luis Castellanos
VP of Sales, Mackey
(646) 838-0002