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.
