Investment Research Unbundling: Implications for the Buy-Side - ResearchAndMarkets.com

DUBLIN--()--The "Investment Research Unbundling: Implications for the Buy-Side" report has been added to ResearchAndMarkets.com's offering.

Among the raft of legislative standards set out under the European Union's revised Markets in Financial Instruments Directive (MiFID II), the unbundling of investment research from execution payments has been one of the most contentious. While unbundling may seem like nothing more than a process formality, its implications for the industry are profound, and it could have global repercussions. On the buy-side, firms are faced with the prospect of having to pay for something they traditionally receive without an explicit price. How will these firms react?

This report looks at the latest call for unbundling in the EU and its repercussions in the investment-research industry and across buy-side firms. It is based on Q1 2017 interviews with global and regional investment managers, brokers, independent research providers, and vendors to understand their perspectives and insights on the pending MiFID II regulation.

Key Topics Covered:

  1. Impact Points
  2. Introduction
  3. Methodology
  4. The Backdrop: Marketplace Themes
  5. MiFID II Banning of Trade Inducements and Industry Implications
  6. Scope of Unbundling Rules and Requirements
  7. Changing Research Procurement
  8. Investment Research Industry of the Future
  9. Demystifying Research Payment Methods: the Good and the Bad
  10. Paying Research Out of Investment Managers' Profit and Loss (P&L)
  11. The Transactional Method (Enhanced CSA Model)
  12. The Accounting Method (Swedish Model)
  13. Managing the Research Payments: Hand it to the Professionals
  14. What Payment Methods Will Buy-Side Firms Choose?
  15. Unbundling Chat With the Buy-Side
  16. Research as a Cost of Doing Business: No More Shopping on an Empty Stomach
  17. Evaluating and Pricing Research: Not an Easy Task
  18. Governance and Control of Research Budget: Best Use of Clients' Money
  19. Technology and Service Providers: Get All the Help
  20. Conclusion

Companies Mentioned

  • 7Park Data
  • Accern
  • AlphaSense
  • AnalytixInsight
  • Bloomberg
  • Castine
  • CorporateAccessNetwork
  • Cowen Convergex
  • Dealogic
  • Eagle Alpha
  • ERIC: Electronic Research Interchange
  • Estimize
  • ExtractAlpha
  • FactSet
  • FeedStock
  • FinStats
  • IBES
  • IHS Markit
  • Instinet
  • KCG
  • Kuberre Systems
  • Liquidnet
  • LSE
  • Market Prophit
  • Morningstar
  • Premise Data
  • RavenPack Partners
  • ResearchPool
  • RS Metrics
  • Smartkarma
  • SpaceNow
  • Substantive Research
  • Visible Alpha ONEAccess
  • WeConvene

For more information about this report visit https://www.researchandmarkets.com/research/jlvmhq/investment?w=4

Contacts

ResearchAndMarkets.com
Laura Wood, Senior Manager
press@researchandmarkets.com
For E.S.T Office Hours Call 1-917-300-0470
For U.S./CAN Toll Free Call 1-800-526-8630
For GMT Office Hours Call +353-1-416-8900
Related Topics: Investment Banking

Contacts

ResearchAndMarkets.com
Laura Wood, Senior Manager
press@researchandmarkets.com
For E.S.T Office Hours Call 1-917-300-0470
For U.S./CAN Toll Free Call 1-800-526-8630
For GMT Office Hours Call +353-1-416-8900
Related Topics: Investment Banking