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Announcing the enhancements to our market-leading research evaluations and interaction management solution "Evaluation"
26 November 2021
IHS Markit is excited to announce some radical enhancements to
our market-leading research evaluations and interaction management
solution, "Evaluation". These enhancements in the rate card
management module build on our 15-year legacy of designing flexible
and adaptable Research Evaluation & Payments solutions for
asset managers, broker-dealers and research service providers.
Rate Card Management
We call it "The New Global Best Practice". Since Mifid II, asset
management companies around the world, whether in Mifid II scope
wholly, partially, or not at all, have been adapting and improving
their processes and systems around research evaluation and
payments.
Highlights
The rate card management features outlined in the case study are
just a few examples of the enhancements we have rolled out this
year, and which are made available to all our institutional
clients. Further enhancements include:
Manage, apply rate card settings to one, more than one, or all
Service Providers via Platform or excel
Set rates to portfolio manager attendees individually or split
evenly across a group of portfolio managers
Allow portfolio managers to view interactions during a formal
evaluation or restrict that view
Include or exclude interaction consumption data from final
Service Provider rankings and scorecards
View rate card details for each interaction and apply
retrospective rate card settings to previously uploaded
interactions
For further information on our Research Evaluation &
Payments and Corporate Access Event Management Services for
Institutional Investors, please click here.
IHS Markit provides industry-leading data, software and technology platforms and managed services to tackle some of the most difficult challenges in financial markets. We help our customers better understand complicated markets, reduce risk, operate more efficiently and comply with financial regulation.
