Create a consolidated view of sell-side interactions across all counterparties

Evolving global regulations, including MiFID II, have heightened focus on how commission dollars are allocated. Investment professionals need to understand which counterparties are delivering which services to them and how to compensate for those services appropriately. IHS Markit provides a web-based tool that consolidates sell-side interactions to maintain a historical record of activity and support buy-side evaluations by providers.

Our Interactions platform offers an aggregated view of sell-side interactions while tracking activities on a granular level. This data supports buy-side assessments by evaluating the quality of service from each provider. The platform consolidates interactions involving over 1,000 providers as well as capturing 21 meeting types.

Key benefits:

  • Consolidated view – Collect and consolidate meeting data into a consistent format via a browser-based entry system
  • Assessment capability – Maintain the track record of ratings to assess quality of relationships
  • Flexibility – Access and review meeting details such as sector, industry, company, tickers, speakers, attendees, time and location
  • Integration with our Evaluation platform – Review attended meetings in our Evaluation platform to seamlessly evaluate broker relationships


  • Asset managers
  • Hedge funds
  • Broker/dealers
  • Research providers
  • Investment banks

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