What is a governed research record?
The system of record for a firm's investment views: what it is, why AI made it necessary, and how it differs from a research management system.
Resources
Research on the research process.
Plain-language explainers on governed research records, AI on the desk, and the standards that connect them. Written the way we write research: direct answers first, evidence behind them.
MCP for investment research: what it is and why it matters
The Model Context Protocol lets any approved AI client work against the firm's research record. What that means for a desk, and how access stays governed.