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Investment Research: Evaluation Solutions

Enabling investment firms to manage the process of evaluating, utilizing and paying for research

Evolving market practices and global regulations, including MiFID II, have increased scrutiny over how asset managers pay for research. Compliance requirements for the new research payment regulations has led to the unbundling or separation of trade execution and investment research commissions, increased use of Commission Sharing Arrangements (CSA’s) and the adoption of Research Payment Accounts (RPA’s).

Given the shift in payment models and the need for buyside firms to adopt more formal and rigorous processes for assessing the quality of the investment research services they receive, our range of solutions allow asset management companies to manage every aspect of the investment research evaluation and payment process through our Evaluation, Commission Manager and Research Payment Account Manager platforms.

Customers

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

Products and Solutions

  • Evaluation

    A platform for asset managers to conduct a formal evaluation process, track and rate interactions, produce budgets as well as manage analytics and distribute feedback to your research providers. Asset managers may also utilize the system to conduct a qualitative assessment of the trading operations provided by the execution counterparties, producing a “360 degree” evaluation of counterparties who provide both trade execution and investment research services.

  • Research Payment Manager

    Research Payment Manager is a solution developed specifically to cater to the MiFID II requirement for asset managers to operate and control Research Payment Accounts for research payments.
  • Commission Manager

    Our Commission Manager platform enables buy-side firms to virtually aggregate and reconcile CCA/CSA credits through a network of over 60 CSA brokers. Clients can initiate payments and manage invoices through the system.
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